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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 %
Jane Street
1401
Jane Street
New York
$408K +$58.7K +269 +17%
MTIC
1402
Missouri Trust & Investment Company
Missouri
$407K -$20.5K -94 -5%
AWM
1403
Aprio Wealth Management
Georgia
$406K -$19.4K -89 -5%
TW
1404
TrinityPoint Wealth
Connecticut
$406K +$20.3K +93 +5%
NCG
1405
Newport Capital Group
New Jersey
$405K +$405K +1,859 New
AWM
1406
AllSquare Wealth Management
New York
$405K -$5.02K -23 -1%
CFO
1407
CVA Family Office
Colorado
$405K -$50.2K -230 -11%
VCM
1408
Vision Capital Management
Oregon
$403K – – –
AWE
1409
Avidian Wealth Enterprises
Texas
$402K +$110K +503 +37%
MIA
1410
Milestone Investment Advisors
Wisconsin
$401K – – –
LFA
1411
Level Financial Advisors
New York
$399K +$176K +807 +79%
HS
1412
Horan Securities
United States
$399K -$1.96K -9 -0.5%
CIS
1413
Continental Investors Services
Washington
$396K +$7.2K +33 +2%
LWM
1414
LJI Wealth Management
Indiana
$396K -$21.8K -100 -5%
PSP
1415
Pacific Sage Partners
Washington
$396K – – –
ST
1416
Spinnaker Trust
Maine
$396K -$43.2K -198 -10%
RZH
1417
Relyea Zuckerberg Hanson
Connecticut
$395K +$26K +119 +7%
FNBOMD
1418
First National Bank of Mount Dora
Florida
$394K – – –
HI
1419
Human Investing
Oregon
$394K +$82.2K +377 +26%
LFA
1420
LifeGuide Financial Advisors
Pennsylvania
$394K – – –
AGP
1421
Autumn Glory Partners
Texas
$389K – – –
UAG
1422
United Advisor Group
Ohio
$389K +$389K +1,785 New
TA
1423
TruWealth Advisors
Louisiana
$389K -$10.8M -49,631 -97%
SWRP
1424
Summit Wealth & Retirement Planning
California
$389K +$436 +2 +0.1%
IAIM
1425
International Assets Investment Management
Florida
$389K -$79.1K -363 -17%
55 56
57
58 59