VB icon

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 %
BHWM
1426
Bar Harbor Wealth Management
New Hampshire
$388K -$18.8K -86 -5%
VT
1427
Vise Technologies
New York
$388K +$129K +594 +50%
MIA
1428
MainStreet Investment Advisors
Illinois
$386K -$104K -475 -21%
TWM
1429
Tolleson Wealth Management
Texas
$385K – – –
PCMK
1430
Paragon Capital Management (Kansas)
Kansas
$384K – – –
LPT
1431
Legacy Private Trust
Wisconsin
$384K – – –
ICP
1432
Interchange Capital Partners
Pennsylvania
$384K +$189K +867 +97%
TI
1433
Trexquant Investment
Connecticut
$383K -$198K -910 -34%
EWM
1434
Evergreen Wealth Management
Michigan
$379K – – –
VPIM
1435
Vanguard Personalized Indexing Management
California
$379K +$2.4K +11 +0.6%
GAM
1436
Griffin Asset Management
New York
$379K -$129K -590 -25%
DAS
1437
Diversify Advisory Services
Utah
$378K +$65.3K +302 +21%
RGF
1438
Retirement Guys Formula
Ohio
$376K +$48.8K +224 +15%
GFPC
1439
Global Financial Private Client
Florida
$373K +$1.96K +9 +0.5%
AMCA
1440
Arthur M. Cohen & Associates
Illinois
$372K – – –
MPCA
1441
Madison Park Capital Advisors
Washington
$371K +$150K +688 +68%
CAM
1442
Carret Asset Management
New York
$370K – – –
4FG
1443
4Thought Financial Group
New York
$368K +$111K +508 +43%
CFAM
1444
Center For Asset Management
Florida
$367K +$367K +1,683 New
RW
1445
RVW Wealth
California
$367K +$100K +460 +38%
AT
1446
Arvest Trust
Oklahoma
$366K -$11.1K -51 -3%
ACM
1447
Advance Capital Management
Michigan
$366K -$55.8K -256 -13%
CNB
1448
Camden National Bank
Maine
$363K -$12.9K -59 -3%
OPPS
1449
Obsidian Personal Planning Solutions
Maryland
$363K -$5.45K -25 -1%
WFS
1450
Weitzel Financial Services
Iowa
$362K – – –
56 57
58
59 60