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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 %
PCH
1226
PGIM Custom Harvest
New Jersey
$654K +$345K +1,509 +111%
CFP
1227
Catalyst Financial Partners
Massachusetts
$654K -$3.17K -15 -0.5%
BST
1228
Bath Savings Trust
Maine
$651K +$45.9K +201 +8%
VWM
1229
Venturi Wealth Management
Texas
$648K -$3.66K -16 -0.6%
TH
1230
Team Hewins
California
$646K – – –
FC
1231
Family CFO
California
$646K – – –
WWM
1232
Wagner Wealth Management
South Carolina
$643K +$8.46K +37 +1%
WFA
1233
Websterrogers Financial Advisors
South Carolina
$641K -$10.1K -44 -2%
TCG
1234
Transcendent Capital Group
Oklahoma
$637K -$11K -48 -2%
AM
1235
Atwater Malick
Pennsylvania
$634K – – –
EWM
1236
Elevatus Welath Management
New York
$633K +$269K +1,175 +74%
AT
1237
Avalon Trust
New Mexico
$633K – – –
PI
1238
Pachira Investments
California
$628K +$21K +92 +3%
FNB
1239
Farmers National Bank
Kentucky
$627K -$41.8K -183 -6%
CCA
1240
Cobblestone Capital Advisors
New York
$627K – – –
EFL
1241
ERn Financial LLC
Wisconsin
$626K -$11.7K -51 -2%
OWP
1242
Obermeyer Wealth Partners
Colorado
$626K +$108K +471 +21%
HWA
1243
HHM Wealth Advisors
Tennessee
$624K – – –
SWA
1244
Sax Wealth Advisors
New Jersey
$623K +$1.14K +5 +0.2%
SIC
1245
Sigma Investment Counselors
Michigan
$613K – – –
HWP
1246
Hibernia Wealth Partners
Louisiana
$612K +$9.83K +43 +2%
PMG
1247
ProVise Management Group
Florida
$610K -$74.7K -327 -11%
TI
1248
Trexquant Investment
Connecticut
$610K +$610K +2,668 New
MW
1249
MBL Wealth
North Carolina
$606K +$11.4K +50 +2%
MCG
1250
McCollum Christoferson Group
New York
$605K -$44.1K -193 -7%
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50
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