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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 %
WCM
1351
Washburn Capital Management
Florida
$456K -$13.1K -60 -3%
IA
1352
Insight Advisors
Pennsylvania
$454K +$17.4K +80 +4%
SIM
1353
Stratos Investment Management
Ohio
$454K – – –
FFG
1354
Fiduciary Financial Group
California
$453K +$453K +1,933 New
OW
1355
Olistico Wealth
Oklahoma
$452K – – –
KFS
1356
Kaizen Financial Strategies
California
$452K +$24.8K +107 +6%
AP
1357
Appleton Partners
Massachusetts
$452K +$1.53K +7 +0.3%
AWA
1358
Arkadios Wealth Advisors
Georgia
$447K -$10.4M -47,797 -96%
EL
1359
Essex LLC
Illinois
$447K +$247K +1,131 +123%
DF
1360
DecisionPoint Financial
Arizona
$446K -$19.4K -83 -4%
WDG
1361
Wealth Dimensions Group
Ohio
$441K – – –
GHA
1362
Granite Harbor Advisors
Texas
$441K -$15.5K -71 -3%
HIP
1363
HUB Investment Partners
Texas
$440K -$27.9K -128 -6%
QPWM
1364
Quadrant Private Wealth Management
Pennsylvania
$440K +$440K +2,008 New
PCM
1365
Passive Capital Management
Maryland
$439K -$13.5K -62 -3%
IWP
1366
IAG Wealth Partners
Wisconsin
$438K +$217K +994 +98%
VNA
1367
Valley National Advisers
Pennsylvania
$436K -$46.2K -212 -10%
GWM
1368
Geneos Wealth Management
Colorado
$435K +$29.4K +135 +7%
NPF
1369
Norris Perne & French
Michigan
$434K – – –
ONB
1370
Old National Bancorp
Indiana
$433K – – –
HIG
1371
Heritage Investment Group
Florida
$433K – – –
HGWM
1372
Horst & Graben Wealth Management
Oregon
$432K +$112K +515 +35%
TDC
1373
Thompson Davis & Co
Virginia
$432K +$5.23K +24 +1%
RW
1374
Rede Wealth
Virginia
$430K +$8.29K +38 +2%
RIA
1375
Realta Investment Advisors
Delaware
$429K -$88.8K -407 -17%
53 54
55
56 57