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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 %
LFA
1401
LifeGuide Financial Advisors
Pennsylvania
$413K -$114K -497 -22%
KCPG
1402
Kavar Capital Partners Group
Kansas
$411K -$400K -1,748 -49%
WIA
1403
World Investment Advisors
California
$411K -$1.5M -6,561 -78%
KHCM
1404
Kirtland Hills Capital Management
Ohio
$410K +$410K +1,858 New
VCA
1405
Verdence Capital Advisors
Maryland
$408K +$6.17K +27 +2%
AGP
1406
Autumn Glory Partners
Texas
$408K – – –
SWRP
1407
Summit Wealth & Retirement Planning
California
$407K +$32.7K +143 +9%
LA
1408
LexAurum Advisors
Kansas
$406K -$59K -258 -13%
MJRIC
1409
Mogy Joel R Investment Counsel
California
$406K +$206K +900 +103%
CIS
1410
Continental Investors Services
Washington
$405K +$99.5K +439 +33%
TW
1411
TrinityPoint Wealth
Connecticut
$404K +$6.63K +29 +2%
EFN
1412
Equita Financial Network
Pennsylvania
$404K +$181K +791 +81%
TWM
1413
Tolleson Wealth Management
Texas
$403K – – –
TAM
1414
Titleist Asset Management
Texas
$403K +$403K +1,762 New
PCMK
1415
Paragon Capital Management (Kansas)
Kansas
$403K +$914 +4 +0.2%
GP
1416
Girard Partners
Pennsylvania
$403K -$128K -559 -24%
LPT
1417
Legacy Private Trust
Wisconsin
$402K +$402K +1,760 New
EWM
1418
Evergreen Wealth Management
Michigan
$398K – – –
PCA
1419
Pallas Capital Advisors
Massachusetts
$397K -$10.5K -46 -3%
AT
1420
Arvest Trust
Oklahoma
$396K -$436K -1,907 -52%
VPIM
1421
Vanguard Personalized Indexing Management
California
$395K -$1.83K -8 -0.5%
CNB
1422
Camden National Bank
Maine
$394K +$8.69K +38 +2%
PTC
1423
Philadelphia Trust Company
Pennsylvania
$394K -$106K -463 -21%
AMCA
1424
Arthur M. Cohen & Associates
Illinois
$390K -$174K -762 -31%
CAM
1425
Carret Asset Management
New York
$387K +$11.4K +50 +3%
55 56
57
58 59