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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,901 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, 722 increasing their positions, 687 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
27.65%
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
722
Reduced
687
Closed
92
Calls
$13.8M
Puts
$3.77M
Net Calls
+$9.99M
Net Calls Change
-$9.26M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$397M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.09B
3
CA
3
Clearstead Advisors
Ohio
$104M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.54B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$375M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$89.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$5.17B
4
WFM
4
Wolff Financial Management
Michigan
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$37.7M +$1.81M +8,285 +5%
PA
102
Parallel Advisors
California
$37.5M -$1.26M -5,779 -3%
NA
103
NewEdge Advisors
Louisiana
$36.6M +$4.05M +18,571 +12%
MG
104
MilWealth Group
Wisconsin
$36.1M +$213K +978 +0.6%
HIMC
105
Heritage Investors Management Corp
Maryland
$34M +$346K +1,589 +1%
AFAS
106
Acorn Financial Advisory Services
Virginia
$33.4M +$133K +609 +0.4%
IFPL
107
Investments & Financial Planning LLC
Kentucky
$33.4M +$506K +2,320 +2%
SW
108
SoFi Wealth
California
$33.3M +$3.35M +15,384 +11%
AllianceBernstein
109
AllianceBernstein
Tennessee
$33.3M +$463K +2,125 +1%
CL
110
Choreo LLC
Illinois
$33.2M +$12.8M +89,673 +63%
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$33M -$1.51M -6,919 -4%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$32.6M +$2.03M +9,301 +7%
AA
113
Aufman Associates
Pennsylvania
$32.5M -$63.9K -293 -0.2%
GC
114
Grimes & Company
Massachusetts
$32.4M +$21.7M +99,462 +203%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$32M +$31.9M +146,350 +30,617%
JIC
116
Joel Isaacson & Co
New York
$31.9M +$990K +4,540 +3%
CFFP
117
Center for Financial Planning
Michigan
$31.8M +$1.05M +4,833 +3%
CWM
118
Connecticut Wealth Management
Connecticut
$31.6M -$623K -2,859 -2%
Betterment LLC
119
Betterment LLC
New York
$31.3M +$786K +3,604 +3%
Legacy Financial Group (Iowa)
120
Legacy Financial Group (Iowa)
Iowa
$30.8M +$368K +1,690 +1%
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$30.6M -$786K -3,605 -3%
ANTB
122
AMG National Trust Bank
Colorado
$30.4M +$2.86M +13,102 +10%
BBA
123
BLB&B Advisors
Pennsylvania
$30.3M -$850K -3,898 -3%
MLFP
124
MPS Loria Financial Planners
Illinois
$30.2M +$30.2M +138,622 New
CCG
125
Chatham Capital Group
Georgia
$30M +$972K +4,458 +3%
3 4
5
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