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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
1451
Legacy Financial Advisors
Kentucky
$366K -$19.7K -86 -5%
WA
1452
WealthTrust Axiom
Pennsylvania
$363K – – –
PMFA
1453
Plante Moran Financial Advisors
Michigan
$362K +$283K +1,236 +354%
EBA
1454
Eagle Bay Advisors
New York
$362K +$306K +1,340 +549%
KFP
1455
Keener Financial Planning
Texas
$362K – – –
CRC
1456
Curi RMB Capital
Illinois
$361K +$79.6K +348 +28%
RSA
1457
River Street Advisors
Illinois
$361K +$361K +1,580 New
OPPS
1458
Obsidian Personal Planning Solutions
Maryland
$361K +$361K +1,689 New
SFG
1459
Synergy Financial Group
California
$360K +$360K +1,577 New
EWM
1460
Elmwood Wealth Management
California
$359K +$48.9K +214 +16%
APW
1461
Austin Private Wealth
Texas
$359K -$42.6K -190 -11%
DACG
1462
Donor Advised Charitable Giving
California
$359K – – –
SBF
1463
Sara-Bay Financial
Florida
$358K +$23.3K +103 +7%
FFA
1464
Florida Financial Advisors
Florida
$357K +$134K +586 +60%
ECM
1465
EagleClaw Capital Management
Massachusetts
$354K – – –
DWS
1466
Discipline Wealth Solutions
South Carolina
$350K -$253K -1,117 -42%
TW
1467
Transform Wealth
Colorado
$350K +$42.1K +184 +14%
QCM
1468
Quantinno Capital Management
New York
$349K +$33K +144 +10%
OHIS
1469
Oak Harvest Investment Services
Texas
$347K +$48.2K +211 +16%
DDC
1470
DF Dent & Co
Maryland
$345K – – –
SFP
1471
Shepherd Financial Partners
Massachusetts
$344K – – –
CFGA
1472
Cambridge Financial Group (Arizona)
Arizona
$343K +$457 +2 +0.1%
RGF
1473
Retirement Guys Formula
Ohio
$343K +$116K +508 +51%
PJSIMP
1474
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K +$20.1K +88 +6%
CG
1475
Cutler Group
California
$342K +$274K +1,200 +400%
57 58
59
60 61