VB icon

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 %
TPI
1151
Trust Point Inc
Wisconsin
$794K – – –
NSIM
1152
North Star Investment Management
Illinois
$793K +$5.72K +25 +0.7%
RSS
1153
Rosenblum Silverman Sutton
California
$792K – – –
TI
1154
Truepoint Inc
Ohio
$791K -$1.41M -6,151 -64%
MSF
1155
Mustard Seed Financial
Arkansas
$791K -$13.9K -61 -2%
FA
1156
Fiduciary Alliance
South Carolina
$787K -$680 -3 -0.1%
RG
1157
Rathbones Group
United Kingdom
$787K -$6.86K -30 -0.9%
BFM
1158
Boston Financial Management
Massachusetts
$787K +$1.83K +8 +0.2%
BSB
1159
Bangor Savings Bank
Maine
$786K -$37.9K -166 -5%
RA
1160
Rodgers & Associates
Pennsylvania
$783K -$128K -559 -14%
MFA
1161
Mayflower Financial Advisors
Massachusetts
$781K +$17.4K +76 +2%
LBC
1162
Lowe Brockenbrough & Co
Virginia
$780K +$20.6K +90 +3%
SWM
1163
Segment Wealth Management
Texas
$778K +$1.14K +5 +0.1%
RW
1164
REDW Wealth
New Mexico
$778K -$89.4K -391 -10%
MGWM
1165
Marks Group Wealth Management
Minnesota
$776K – – –
BWA
1166
Bordeaux Wealth Advisors
California
$775K +$37K +162 +5%
MPM
1167
Meritage Portfolio Management
Kansas
$773K -$145K -636 -16%
FPTW
1168
Franklin, Parlapiano, Turner & Welch
Texas
$765K – – –
ACM
1169
Advisors Capital Management
New Jersey
$764K -$633K -2,768 -45%
FWIA
1170
Fort Washington Investment Advisors
Ohio
$763K +$104K +456 +16%
BP
1171
BBR Partners
New York
$762K +$94.4K +413 +14%
SJL
1172
Shayne & Jacobs LLC
Tennessee
$759K -$34.3K -150 -4%
BFO
1173
Biltmore Family Office
North Carolina
$758K – – –
NB
1174
NBT Bank
New York
$757K -$355K -1,552 -32%
NAMNJ
1175
NorthStar Asset Management (New Jersey)
New Jersey
$757K +$25.6K +112 +4%
45 46
47
48 49