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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 %
TH
1226
Team Hewins
California
$617K -$1.53K -7 -0.2%
FWM
1227
Fingerlakes Wealth Management
New York
$616K -$10K -46 -2%
CF
1228
Centaurus Financial
California
$616K -$49.9K -229 -7%
FC
1229
Family CFO
California
$616K – – –
MSG
1230
Main Street Group
Virginia
$615K -$28.5K -132 -4%
WWM
1231
Wagner Wealth Management
South Carolina
$612K -$1.09K -5 -0.2%
TFM
1232
Trademark Financial Management
Minnesota
$611K -$78.7K -361 -11%
HAS
1233
HBW Advisory Services
California
$610K -$98.8K -453 -14%
FF
1234
Francis Financial
$609K +$92.5K +424 +18%
KNFPWM
1235
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$606K -$53.9K -247 -8%
AM
1236
Atwater Malick
Pennsylvania
$605K – – –
TCG
1237
Transcendent Capital Group
Oklahoma
$604K -$3.05K -14 -0.5%
AT
1238
Avalon Trust
New Mexico
$603K – – –
HWA
1239
HHM Wealth Advisors
Tennessee
$601K +$6.11K +28 +1%
CCA
1240
Cobblestone Capital Advisors
New York
$599K – – –
CIA
1241
Cohen Investment Advisors
New Hampshire
$596K -$9.26K -49 -2%
LIA
1242
LifePlan Investment Advisors
North Carolina
$595K +$140K +641 +31%
MCM
1243
Maple Capital Management
Vermont
$595K +$595K +2,730 New
BP
1244
BBR Partners
New York
$588K -$139K -639 -19%
WFA
1245
Websterrogers Financial Advisors
South Carolina
$587K -$23.8K -109 -4%
MW
1246
MBL Wealth
North Carolina
$583K +$5.45K +25 +0.9%
MPCL
1247
My Personal CFO LLC
Washington
$582K +$12.6K +58 +2%
WP
1248
WealthShield Partners
North Carolina
$582K +$405K +1,853 +228%
NIA
1249
NIA Impact Advisors
California
$580K +$580K +2,660 New
SC
1250
Sapient Capital
Indiana
$579K -$126K -577 -18%
48 49
50
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