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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,902 hedge funds and large institutions have $31.5B invested in Vanguard Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 723 increasing their positions, 687 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
27.66%
Holding in Top 10
186
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7%
% of All Funds
2.71%
New
140
Increased
723
Reduced
687
Closed
92
Calls
$13.8M
Puts
$3.77M
Net Calls
+$9.99M
Net Calls Change
-$9.26M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$397M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.3M
3
CA
Clearstead Advisors
Ohio
+$67.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$51.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$49.1M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$138M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.3M
3
Bank of America
Bank of America
North Carolina
-$82.8M
4
WFM
Wolff Financial Management
Michigan
-$24.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1076
SFG Wealth Management
Maryland
$894K +$349K +1,600 +64%
JWBC
1077
John W. Brooker & Co
California
$892K -$51.7K -237 -5%
BRIA
1078
Balanced Rock Investment Advisors
Massachusetts
$891K +$58.2K +267 +7%
KHCM
1079
Kirtland Hills Capital Management
Ohio
$891K +$486K +2,230 +120%
DSA
1080
Droms Strauss Advisors
Missouri
$890K -$39.2K -180 -4%
VFG
1081
Victory Financial Group
Texas
$889K -$161K -740 -15%
RWA
1082
River Wealth Advisors
Pennsylvania
$882K -$1.09K -5 -0.1%
FIA
1083
Foundations Investment Advisors
Arizona
$881K -$11.3K -52 -1%
LDB
1084
Lee, Danner & Bass
Tennessee
$881K +$881K +4,040 New
BFA
1085
Beaumont Financial Advisors
Massachusetts
$880K – – –
CWM
1086
Cahill Wealth Management
Michigan
$878K – – –
LPAM
1087
Lodestar Private Asset Management
California
$878K -$1.53K -7 -0.2%
TPA
1088
Trivium Point Advisory
Connecticut
$874K +$337K +1,544 +63%
UB
1089
UMB Bank
Missouri
$873K +$72K +330 +9%
BFM
1090
Boston Financial Management
Massachusetts
$869K +$118K +543 +16%
KCIC
1091
Kuhn & Co Investment Counsel
Illinois
$862K -$59.3K -272 -6%
CPSAC
1092
Chas P. Smith & Associates (CPS)
Florida
$862K +$4.58K +21 +0.5%
GCIM
1093
Gunn & Company Investment Management
Florida
$862K +$862K +3,952 New
TWD
1094
True Wealth Design
Ohio
$856K – – –
SVWAG
1095
Sound View Wealth Advisors Group
Georgia
$856K -$304K -1,394 -26%
AWM
1096
Aspire Wealth Management
Massachusetts
$852K -$29.9K -137 -3%
FL
1097
FreeGulliver LLC
Louisiana
$849K +$30.3K +139 +4%
1SB
1098
1ST Source Bank
Indiana
$849K -$14.8K -68 -2%
PD
1099
Planning Directions
Pennsylvania
$845K -$43.4K -199 -5%
VFG
1100
V2 Financial group
Illinois
$839K -$100K -433 -11%
42 43
44
45 46