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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,882 hedge funds and large institutions have $33B invested in Vanguard Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 818 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.28%
Holding in Top 10
200
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.9%
New
137
Increased
818
Reduced
664
Closed
85
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.03B
2
PPFA
Provida Pension Fund Administrator
Chile
+$228M
3
S
SignatureFD
Georgia
+$148M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$79.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$73.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.57B
2
Cerity Partners
Cerity Partners
New York
-$1.24B
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$85.9M
5
ERSOT
Employees Retirement System of Texas
Texas
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
1101
Steel Grove Capital Advisors
Tennessee
$906K -$57.4K -251 -6%
1SB
1102
1ST Source Bank
Indiana
$906K – – –
HIA
1103
Harbor Investment Advisory
Maryland
$902K +$65.4K +286 +8%
CCA
1104
Conservest Capital Advisors
Pennsylvania
$899K -$454K -1,986 -34%
CPSAC
1105
Chas P. Smith & Associates (CPS)
Florida
$899K +$7.09K +31 +0.8%
TWD
1106
True Wealth Design
Ohio
$897K -$14.2K -62 -2%
EWA
1107
Etesian Wealth Advisors
Oregon
$888K -$8K -35 -0.9%
MFWP
1108
Mosaic Family Wealth Partners
Missouri
$880K – – –
ACA
1109
Atlas Capital Advisors
Wyoming
$878K +$257K +1,125 +41%
BRIA
1110
Balanced Rock Investment Advisors
Massachusetts
$874K +$211K +921 +32%
WFAG
1111
Wescott Financial Advisory Group
Pennsylvania
$872K -$686 -3 -0.1%
MWM
1112
Maripau Wealth Management
Indiana
$872K +$42.3K +185 +5%
LWMNY
1113
Landmark Wealth Management (New York)
New York
$872K +$116K +507 +15%
ES
1114
Eagle Strategies
New York
$872K +$112K +489 +15%
BONH
1115
Bank of New Hampshire
New Hampshire
$871K – – –
OIA
1116
Optimum Investment Advisors
Illinois
$870K +$127K +555 +17%
RCG
1117
Regatta Capital Group
California
$868K -$3.2K -14 -0.4%
WA
1118
Waterford Advisors
New York
$868K – – –
FL
1119
FreeGulliver LLC
Louisiana
$859K +$2.52K +11 +0.3%
PIA
1120
Perennial Investment Advisors
California
$859K +$92.6K +405 +12%
AA
1121
Advisory Alpha
Michigan
$855K +$46.4K +203 +6%
BSWA
1122
Bromfield Sneider Wealth Advisors
Massachusetts
$854K +$1.37K +6 +0.2%
BBNB
1123
Baker Boyer National Bank
Washington
$853K +$200K +874 +31%
FCIM
1124
Fairview Capital Investment Management
California
$852K +$413K +1,805 +94%
WTFG
1125
Wells Trecaso Financial Group
Ohio
$845K -$83.9K -367 -9%
43 44
45
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