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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 %
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$844K +$1.6K +7 +0.2%
IW
1127
Imprint Wealth
South Carolina
$843K +$843K +3,721 New
UB
1128
UMB Bank
Missouri
$840K – – –
SWPG
1129
Strategic Wealth Partners Group
Illinois
$838K -$11.4K -50 -1%
BWM
1130
Birchcreek Wealth Management
Ohio
$838K -$138K -605 -14%
MC
1131
Montag & Caldwell
Georgia
$834K +$199K +872 +31%
AC
1132
Abbrea Capital
California
$833K – – –
CAG
1133
Csenge Advisory Group
Florida
$831K +$182K +797 +28%
CCM
1134
Carlson Capital Management
Minnesota
$830K -$7.69M -33,616 -90%
LFS
1135
Lutz Financial Services
Nebraska
$827K – – –
SOAG
1136
Silver Oak Advisory Group
Oregon
$823K +$229 +1 +0%
SCM
1137
Spreng Capital Management
Ohio
$822K -$40.9K -179 -5%
PTC
1138
Private Trust Company
Ohio
$819K -$374K -1,637 -31%
PP
1139
Patron Partners
Texas
$819K +$316K +1,384 +63%
SCA
1140
Stonebridge Capital Advisors
Minnesota
$815K +$595K +2,603 +270%
BBPWM
1141
Blue Bell Private Wealth Management
Pennsylvania
$815K -$259K -1,133 -24%
CIBC World Market
1142
CIBC World Market
Ontario, Canada
$809K +$809K +3,539 New
TWM
1143
Trevian Wealth Management
Massachusetts
$806K +$3.66K +16 +0.5%
SPWM
1144
Schrum Private Wealth Management
Florida
$805K +$83.2K +364 +12%
SEP
1145
Southland Equity Partners
Missouri
$803K +$9.14K +40 +1%
SF
1146
Safeguard Financial
Wisconsin
$802K -$87.1K -381 -10%
WCM
1147
Winthrop Capital Management
Indiana
$802K – – –
CIA
1148
Capital Investment Advisors
Georgia
$799K -$119K -519 -13%
MWA
1149
Midland Wealth Advisors
Illinois
$798K +$89.6K +392 +13%
EA
1150
Eudaimonia Advisors
Tennessee
$795K +$50.3K +220 +7%
44 45
46
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