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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,881 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, 817 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.27%
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
817
Reduced
664
Closed
85
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.51B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$238M
3
S
3
SignatureFD
Georgia
$327M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$110M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$372M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64B
2
Cerity Partners
2
Cerity Partners
New York
$53.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$659M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$79.3M
5
ERSOT
5
Employees Retirement System of Texas
Texas
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
101
TCV Trust & Wealth Management
Virginia
$40.4M -$463K -2,024 -1%
PAS
102
Park Avenue Securities
New York
$39.6M +$3.66M +15,991 +10%
EI
103
Ellevest Inc
New York
$39.5M +$338K +1,477 +0.9%
MG
104
MilWealth Group
Wisconsin
$37.6M -$249K -1,089 -0.7%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$37.6M +$4.67M +20,419 +14%
CA
106
Clearstead Advisors
Ohio
$37M +$1.08M +4,865 +3%
CFG
107
Citizens Financial Group
Rhode Island
$36.8M -$24.9K -109 -0.1%
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$36.2M -$664K -2,904 -2%
HIMC
109
Heritage Investors Management Corp
Maryland
$35.3M -$112K -492 -0.3%
AFAS
110
Acorn Financial Advisory Services
Virginia
$34.9M -$6.29M -27,528 -15%
IFPL
111
Investments & Financial Planning LLC
Kentucky
$34.4M +$177K +775 +0.5%
AllianceBernstein
112
AllianceBernstein
Tennessee
$34.4M -$11.9K -52 -0%
AA
113
Aufman Associates
Pennsylvania
$34.2M +$171K +747 +0.5%
NA
114
NewEdge Advisors
Louisiana
$34.1M -$22.2M -96,987 -39%
CWM
115
Connecticut Wealth Management
Connecticut
$33.8M -$2.24M -9,794 -6%
PWLP
116
Prio Wealth Limited Partnership
Massachusetts
$32.9M +$1.08M +4,733 +3%
CL
117
Choreo LLC
Illinois
$32.8M -$994K -4,350 -3%
BBA
118
BLB&B Advisors
Pennsylvania
$32.6M -$56.7K -248 -0.2%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.5M -$25.5M -111,519 -44%
JIC
120
Joel Isaacson & Co
New York
$32.4M +$1.99M +8,725 +7%
CFFP
121
Center for Financial Planning
Michigan
$32.2M +$2.08M +9,113 +7%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$32M +$3.71M +16,251 +13%
Betterment LLC
123
Betterment LLC
New York
$32M +$1.08M +4,741 +4%
Legacy Financial Group (Iowa)
124
Legacy Financial Group (Iowa)
Iowa
$31.9M +$30.2M +132,013 +1,704%
SW
125
SoFi Wealth
California
$31.4M +$2.33M +10,187 +8%
3 4
5
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