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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 %
PPWM
1326
Paragon Private Wealth Management
Kentucky
$488K +$488K +2,236 New
PL
1327
Plancorp LLC
Missouri
$485K -$15.5K -71 -3%
FFS
1328
Founders Financial Securities
Maryland
$483K +$483K +2,217 New
OWP
1329
Obermeyer Wealth Partners
Colorado
$481K -$116K -531 -19%
MWM
1330
Merriman Wealth Management
Washington
$480K -$28.6K -131 -6%
GWP
1331
Gen-Wealth Partners
Michigan
$478K +$478K +2,192 New
IWA
1332
Inspirion Wealth Advisors
Illinois
$478K -$9.59K -44 -2%
FFA
1333
Florida Financial Advisors
Florida
$474K +$74.9K +293 +19%
Luther King Capital Management (LKCM)
1334
Luther King Capital Management (LKCM)
Texas
$472K -$499K – –
CCA
1335
Clarity Capital Advisors
Florida
$472K – – –
SAM
1336
Silvercrest Asset Management
New York
$471K – – –
BTWM
1337
Baker Tilly Wealth Management
Wisconsin
$470K -$90.3K -414 -16%
CKAIS
1338
Christensen King & Associates Investment Services
Washington
$470K – – –
AFTS
1339
American Financial & Tax Strategies
New York
$470K +$3.27K +15 +0.7%
AAG
1340
Armstrong Advisory Group
Massachusetts
$469K -$61.7K -283 -12%
PB
1341
Pinnacle Bancorp
Nebraska
$466K -$6.54K -30 -1%
SJGA
1342
Stephen J. Garry & Associates
New York
$466K -$7.63K -35 -2%
SWM
1343
Sugarloaf Wealth Management
Georgia
$466K +$6.54K +30 +1%
IPW
1344
Intergy Private Wealth
Colorado
$466K -$25.1K -115 -5%
PCA
1345
Pallas Capital Advisors
Massachusetts
$465K +$69.1K +303 +17%
SIA
1346
Schechter Investment Advisors
Michigan
$460K -$49.5K -227 -10%
WSFS
1347
Wilmington Savings Fund Society
Delaware
$457K +$59.9K +275 +15%
CT
1348
Colonial Trust
South Carolina
$456K +$3.27K +15 +0.7%
LL
1349
LPWM LLC
Minnesota
$456K – – –
JWCA
1350
J.W. Coons Advisors
Ohio
$456K +$33.8K +155 +8%
52 53
54
55 56