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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 %
CF
1301
Convergence Financial
Missouri
$515K +$515K +2,362 New
EFL
1302
ERn Financial LLC
Wisconsin
$514K -$82.9K -380 -14%
MWM
1303
Mittelman Wealth Management
Massachusetts
$514K -$31.4K -144 -6%
ZB
1304
Zions Bancorporation
Utah
$512K -$540K -2,478 -51%
CAL
1305
Capital Advisors Ltd
Ohio
$511K – – –
SFPG
1306
Stonebridge Financial Planning Group
Florida
$511K -$20.7K -95 -4%
TNA
1307
True North Advisors
Texas
$510K -$654 -3 -0.1%
MCG
1308
McCollum Christoferson Group
New York
$510K -$67.6K -310 -12%
SFC
1309
Strategic Financial Concepts
Texas
$503K +$501K +1,617,722 +27,057%
IA
1310
IFG Advisory
Georgia
$503K +$503K +2,306 New
ERWM
1311
Elk River Wealth Management
Colorado
$502K – – –
BLC
1312
Brown, Lisle/Cummings
Rhode Island
$502K – – –
TA
1313
TrueWealth Advisors
Alabama
$501K +$10K +46 +2%
FCB
1314
First County Bank
Connecticut
$501K +$9.38K +43 +2%
WEG
1315
World Equity Group
Illinois
$500K -$438K -2,008 -47%
NB
1316
Nicolet Bankshares
Wisconsin
$499K +$20.7K +95 +4%
IVP
1317
Intrinsic Value Partners
Arizona
$498K +$1.09K +5 +0.2%
MCM
1318
Mattern Capital Management
Colorado
$498K – – –
EF
1319
Empowered Funds
Pennsylvania
$497K -$7.52M -34,510 -94%
CCWM
1320
Cassaday & Co Wealth Management
Virginia
$497K +$13.3K +61 +3%
RIL
1321
Rothschild Investment LLC
Illinois
$494K +$46.7K +214 +10%
MWM
1322
Mascoma Wealth Management
New Hampshire
$493K +$34.9K +160 +8%
SBF
1323
Sara-Bay Financial
Florida
$492K +$148K +679 +43%
CWS
1324
Confluence Wealth Services
Pennsylvania
$491K – – –
FIB
1325
First Interstate Bank
Montana
$490K +$40.3K +185 +9%
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