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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 %
HAS
1201
HBW Advisory Services
California
$693K – – –
OA
1202
Operose Advisors
Wisconsin
$693K +$8.23K +36 +1%
KNFPWM
1203
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$692K -$131K -571 -16%
GIA
1204
Guyasuta Investment Advisors
Pennsylvania
$690K – – –
KAM
1205
KEB Asset Management
Illinois
$689K – – –
YIA
1206
YHB Investment Advisors
Connecticut
$689K -$85.7K -375 -11%
BBHC
1207
Brown Brothers Harriman & Co
New York
$688K -$646K -2,824 -48%
WKWM
1208
Walter & Keenan Wealth Management
Indiana
$688K +$144K +629 +26%
CFG
1209
Cooper Financial Group
California
$688K +$25.8K +113 +4%
SL
1210
Stevard LLC
Illinois
$687K +$26.7K +117 +4%
PWW
1211
Pettyjohn Wood & White
Virginia
$686K +$37.9K +166 +6%
FDP
1212
Financiere des Professionnels
Quebec, Canada
$686K +$686K +3,000 New
SWM
1213
Stockman Wealth Management
Montana
$683K – – –
COCM
1214
Charter Oak Capital Management
New Hampshire
$675K -$39.8K -174 -6%
MSG
1215
Main Street Group
Virginia
$675K +$2.27K +10 +0.3%
TPWA
1216
Twin Peaks Wealth Advisors
California
$669K +$137K +601 +26%
GWS
1217
Glassman Wealth Services
Virginia
$669K -$28.6K -125 -4%
CI
1218
Chartist Inc
California
$664K -$9.37K -41 -1%
BCM
1219
Becker Capital Management
Oregon
$662K – – –
TC
1220
TAP Consulting
Missouri
$661K -$46.4K -203 -7%
LWM
1221
Lyell Wealth Management
California
$660K -$18.3K -80 -3%
AGC
1222
Aspen Grove Capital
Colorado
$657K +$42.1K +184 +7%
FWM
1223
Fingerlakes Wealth Management
New York
$657K +$1.83K +8 +0.3%
ITB
1224
Idaho Trust Bank
Idaho
$657K +$657K +2,872 New
EL
1225
EWA LLC
Pennsylvania
$656K +$1.56K +7 +0.2%
47 48
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