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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
1151
Segment Wealth Management
Texas
$742K – – –
National Bank of Canada
1152
National Bank of Canada
Quebec, Canada
$741K +$8.19K +38 +1%
RW
1153
REDW Wealth
New Mexico
$741K -$654 -3 -0.1%
XF
1154
XML Financial
Maryland
$741K -$780K -3,579 -51%
MGWM
1155
Marks Group Wealth Management
Minnesota
$740K – – –
KA
1156
Kovack Advisors
Florida
$740K +$41.6K +191 +6%
FPTW
1157
Franklin, Parlapiano, Turner & Welch
Texas
$729K – – –
SCM
1158
Spreng Capital Management
Ohio
$729K -$55.6K -255 -7%
MFA
1159
Mayflower Financial Advisors
Massachusetts
$728K -$16.4K -75 -2%
DCM
1160
DGS Capital Management
New Jersey
$728K +$45.8K +210 +7%
BCM
1161
Becker Capital Management
Oregon
$725K +$91.5K +418 +14%
NSIM
1162
North Star Investment Management
Illinois
$724K -$31.4K -144 -4%
SJL
1163
Shayne & Jacobs LLC
Tennessee
$724K – – –
SFSG
1164
Sound Financial Strategies Group
Mississippi
$724K +$724K +3,320 New
CCT
1165
Capital City Trust
Florida
$723K +$16.8K +77 +2%
AWM
1166
Arista Wealth Management
Nevada
$719K +$13.5K +62 +2%
RTC
1167
Riverview Trust Company
Washington
$719K +$33.1K +152 +5%
FIM
1168
Freedom Investment Management
Connecticut
$718K +$23.8K +109 +3%
BWM
1169
Birchcreek Wealth Management
Ohio
$716K -$83.3K -382 -10%
CFG
1170
Cooper Financial Group
California
$711K +$54.5K +250 +8%
ATI
1171
ARK & TLK Investments
Oklahoma
$708K – – –
DWS
1172
Discipline Wealth Solutions
South Carolina
$704K +$367K +1,684 +109%
MPCG
1173
Matrix Private Capital Group
New York
$699K +$21.7K +99 +3%
HKIMG
1174
Hutchens & Kramer Investment Management Group
Indiana
$697K -$5.62K -26 -0.8%
FMI
1175
F/M Investments
District of Columbia
$694K +$694K +3,185 New
45 46
47
48 49