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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 %
TPWA
1101
Twin Peaks Wealth Advisors
California
$836K +$198K +907 +31%
MWA
1102
Midland Wealth Advisors
Illinois
$835K +$73.5K +337 +10%
EBWM
1103
Eagle Bluffs Wealth Management
Missouri
$832K -$43.6K -199 -5%
WA
1104
Waterford Advisors
New York
$828K – – –
RCG
1105
Regatta Capital Group
California
$828K – – –
BWA
1106
Bordeaux Wealth Advisors
California
$827K +$87.4K +401 +12%
LW
1107
Libra Wealth
California
$826K -$352K -1,614 -30%
CCM
1108
Carlson Capital Management
Minnesota
$824K +$32.5K +149 +4%
PTC
1109
Private Trust Company
Ohio
$823K +$41.9K +192 +5%
RSWM
1110
Robertson Stephens Wealth Management
California
$819K -$191K -874 -19%
CAG
1111
Csenge Advisory Group
Florida
$818K +$25.9K +119 +3%
WFAG
1112
Wescott Financial Advisory Group
Pennsylvania
$816K -$15.7K -72 -2%
BBNB
1113
Baker Boyer National Bank
Washington
$813K – – –
FCIM
1114
Fairview Capital Investment Management
California
$812K – – –
GWA
1115
Geometric Wealth Advisors
District of Columbia
$812K +$569K +2,610 +234%
VFIC
1116
Valley Forge Investment Consultants
Pennsylvania
$809K -$133K -609 -14%
DL
1117
DOHJ LLC
Washington
$806K -$142K -649 -15%
EWA
1118
Etesian Wealth Advisors
Oregon
$806K -$40.6K -186 -5%
WTFG
1119
Wells Trecaso Financial Group
Ohio
$804K -$2.18K -10 -0.3%
MC
1120
Montag & Caldwell
Georgia
$800K +$4.36K +20 +0.5%
LFS
1121
Lutz Financial Services
Nebraska
$788K – – –
RWM
1122
Revisor Wealth Management
Ohio
$788K +$553K +2,536 +236%
SOAG
1123
Silver Oak Advisory Group
Oregon
$784K – – –
BBPWM
1124
Blue Bell Private Wealth Management
Pennsylvania
$782K +$4.36K +20 +0.6%
BONH
1125
Bank of New Hampshire
New Hampshire
$782K -$48.8K -224 -6%
43 44
45
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