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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 %
TFA
1251
TPG Financial Advisors
Oregon
$575K +$575K +2,635 New
CD
1252
Chapin Davis
Maryland
$574K +$73.7K +338 +15%
NWM
1253
Northwest Wealth Management
Iowa
$572K -$5.67K -26 -1%
MWA
1254
Moser Wealth Advisors
Washington
$570K – – –
RWMH
1255
Riverpoint Wealth Management Holdings
Illinois
$567K – – –
C
1256
Certuity
Florida
$565K – – –
SFS
1257
Strategic Financial Services
New York
$564K -$153K -700 -21%
SDWMA
1258
Schneider Downs Wealth Management Advisors
Pennsylvania
$563K -$112K -513 -17%
CS
1259
Cannell & Spears
New York
$563K +$133K +608 +31%
LGWM
1260
Litman Gregory Wealth Management
California
$561K – – –
BFC
1261
Bedel Financial Consulting
Indiana
$561K +$25.1K +115 +5%
CAS
1262
Coppell Advisory Solutions
Texas
$560K +$560K +2,567 New
WCWM
1263
Willow Creek Wealth Management
California
$559K – – –
AWM
1264
Accel Wealth Management
Iowa
$558K -$436 -2 -0.1%
FRA
1265
Front Row Advisors
California
$557K +$12.9K +59 +2%
GAB
1266
German American Bancorp
Indiana
$555K +$138K +635 +33%
ACM
1267
Armbruster Capital Management
New York
$554K +$60K +275 +12%
EFA
1268
Evernest Financial Advisors
Indiana
$550K – – –
SIC
1269
Sigma Investment Counselors
Michigan
$550K -$35.1K -161 -6%
BHIA
1270
Birch Hill Investment Advisors
Massachusetts
$550K – – –
NA
1271
Nottingham Advisors
New York
$548K -$26.6K -122 -5%
SC
1272
Searle & Co
Connecticut
$545K – – –
CFGA
1273
Cambridge Financial Group (Arizona)
Arizona
$545K +$217K +995 +66%
PA
1274
PFW Advisors
Georgia
$544K – – –
JWM
1275
Janiczek Wealth Management
Colorado
$544K – – –
49 50
51
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