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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,901 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, 722 increasing their positions, 687 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
27.65%
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
722
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 %
HIM
1376
Harbour Investment Management
Washington
$427K – – –
FTDI
1377
First Trust Direct Indexing
Massachusetts
$425K +$134K +614 +46%
LWM
1378
Lodestone Wealth Management
Washington
$425K -$3.27K -15 -0.8%
EFN
1379
Equita Financial Network
Pennsylvania
$424K +$38.2K +175 +10%
GAM
1380
GEM Asset Management
Michigan
$424K -$10.2K -47 -2%
KCPG
1381
Kavar Capital Partners Group
Kansas
$423K +$30.3K +139 +8%
MPW
1382
Melone Private Wealth
Michigan
$422K – – –
ACM
1383
Advisors Capital Management
New Jersey
$421K -$307K -1,408 -42%
BWL
1384
Bogart Wealth LLC
Virginia
$421K -$67.8K -311 -14%
BW
1385
Bison Wealth
Georgia
$421K – – –
MIC
1386
Means Investment Company
Maine
$421K -$32.5K -149 -7%
GP
1387
Girard Partners
Pennsylvania
$419K +$34.9K +160 +9%
NAM
1388
NTV Asset Management
West Virginia
$418K -$34.2K -157 -8%
GWA
1389
GGM Wealth Advisors
Maryland
$418K +$205K +941 +97%
CWM
1390
Chemistry Wealth Management
New York
$416K – – –
SFG
1391
Synergy Financial Group
California
$414K +$70.2K +322 +20%
CCG
1392
Cypress Capital Group
Florida
$413K – – –
SWM
1393
Selective Wealth Management
Virginia
$413K -$9.51K -44 -2%
DWA
1394
Douglass Winthrop Advisors
New York
$411K +$107K +491 +35%
WIP
1395
WealthCare Investment Partners
Rhode Island
$410K -$10.7K -49 -3%
PSCM
1396
Per Stirling Capital Management
Texas
$409K -$100K -459 -20%
UL
1397
Unionview LLC
Washington
$409K – – –
AWC
1398
Adamsbrown Wealth Consultants
Kansas
$409K – – –
OFP
1399
OLIO Financial Planning
Virginia
$408K -$24.2K -112 -6%
Jane Street
1400
Jane Street
New York
$408K +$58.7K +269 +17%
54 55
56
57 58