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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 %
MWM
1301
Merriman Wealth Management
Washington
$532K +$26.7K +117 +5%
GAM
1302
Griffin Asset Management
New York
$532K +$1.37K +6 +0.3%
FAG
1303
Fortitude Advisory Group
Washington
$531K +$32.2K +141 +6%
FWP
1304
FAS Wealth Partners
Kansas
$531K -$13.7K -60 -3%
ARG
1305
Advisory Resource Group
Oklahoma
$530K +$8K +35 +2%
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$526K +$229 +1 +0%
ERWM
1307
Elk River Wealth Management
Colorado
$525K -$75.9K -332 -13%
CD
1308
Chapin Davis
Maryland
$524K +$45K +197 +9%
PL
1309
Plancorp LLC
Missouri
$524K – – –
MCM
1310
Mattern Capital Management
Colorado
$522K – – –
IVP
1311
Intrinsic Value Partners
Arizona
$521K – – –
AAG
1312
Armstrong Advisory Group
Massachusetts
$520K – – –
MAG
1313
M3 Advisory Group
Massachusetts
$518K +$243K +1,062 +88%
ACM
1314
Armbruster Capital Management
New York
$518K – – –
TA
1315
TrueWealth Advisors
Alabama
$515K -$8.23K -36 -2%
FCB
1316
First County Bank
Connecticut
$515K +$41.4K +181 +9%
IPW
1317
Intergy Private Wealth
Colorado
$514K -$25.8K -113 -5%
CWS
1318
Confluence Wealth Services
Pennsylvania
$514K – – –
MIA
1319
MainStreet Investment Advisors
Illinois
$513K -$67.4K -295 -12%
BWL
1320
Bogart Wealth LLC
Virginia
$512K +$8K +35 +2%
SFS
1321
Sharp Financial Services
Pennsylvania
$512K -$120K -525 -19%
IWA
1322
Inspirion Wealth Advisors
Illinois
$511K +$133K +584 +35%
CCWM
1323
Cassaday & Co Wealth Management
Virginia
$507K +$77.3K +338 +18%
VNA
1324
Valley National Advisers
Pennsylvania
$505K -$30.1K -132 -6%
NB
1325
Nicolet Bankshares
Wisconsin
$501K +$28.3K +124 +6%
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53
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