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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
1
Charles Schwab
California
$397M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.09B
3
CA
3
Clearstead Advisors
Ohio
$104M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.54B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$375M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$89.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$5.17B
4
WFM
4
Wolff Financial Management
Michigan
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9M -$1.12M -5,117 -4%
BI
127
Ballast Inc
Kentucky
$29.7M +$5.84M +26,783 +25%
SCA
128
Scott Capital Advisors
Oregon
$29.5M +$331K +1,534 +1%
AWS
129
Atria Wealth Solutions
New York
$29.4M +$483K +2,212 +2%
W
130
Wealthquest
Ohio
$29.4M +$847K +3,886 +3%
PP
131
PrairieView Partners
Minnesota
$29.3M -$134K -613 -0.5%
CPIG
132
Chicago Partners Investment Group
Illinois
$29.3M +$528K +2,275 +2%
CI
133
CX Institutional
Indiana
$29.1M -$252K -1,154 -0.9%
CTB
134
Country Trust Bank
Illinois
$28.9M -$444K -2,038 -2%
RFC
135
Regions Financial Corp
Alabama
$28.9M +$122K +559 +0.4%
HIF
136
Hill Island Financial
Michigan
$28.7M +$602K +2,759 +2%
WF
137
Whelan Financial
California
$28.6M +$683K +3,132 +2%
SAM
138
SP Asset Management
California
$28.5M -$35.1K -161 -0.1%
NW
139
NewEdge Wealth
Pennsylvania
$27.8M -$2.58M -11,837 -8%
CIAS
140
CBIZ Investment Advisory Services
Ohio
$27.1M -$18.6M -85,353 -41%
MCM
141
MAI Capital Management
Ohio
$27.1M +$1.71M +7,856 +7%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$26.7M +$1.12M +5,124 +4%
RC
143
Randolph Company
Ohio
$26.3M +$4.8K +22 +0%
Brown Advisory
144
Brown Advisory
Maryland
$25.7M -$1.58M -7,254 -6%
BOH
145
Bank of Hawaii
Hawaii
$25.7M +$217K +994 +0.8%
MWM
146
MBE Wealth Management
Wisconsin
$25.5M +$330K +1,514 +1%
IWC
147
Integrated Wealth Concepts
Massachusetts
$25.3M +$1.13M +5,185 +5%
WIC
148
Whitegate Investment Counselors
New Hampshire
$25.3M +$234K +1,074 +0.9%
MWP
149
Moller Wealth Partners
$25.1M +$69.3K +318 +0.3%
PCM
150
Penserra Capital Management
California
$25M +$321K +1,471 +1%
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