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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 %
JSW
1476
Journey Strategic Wealth
New Jersey
$340K -$22.2K -97 -6%
AWA
1477
Alta Wealth Advisors
Massachusetts
$340K -$8K -35 -2%
BIAS
1478
Beacon Investment Advisory Services
New Jersey
$339K – – –
AIC
1479
Argus Investors Counsel
New York
$338K +$338K +1,480 New
HGWM
1480
Horst & Graben Wealth Management
Oregon
$335K -$2.74K -12 -0.8%
AWAP
1481
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$19K -83 -5%
WP
1482
Westmount Partners
California
$334K -$3.66K -16 -1%
GKWIM
1483
Gerber Kawasaki Wealth & Investment Management
California
$334K -$43.7K -191 -12%
GEA
1484
Glen Eagle Advisors
New Jersey
$333K +$28.8K +126 +9%
LRPA
1485
L. Roy Papp & Associates
Arizona
$333K +$45.9K +201 +16%
CC
1486
Callan Capital
California
$332K – – –
AIC
1487
Archer Investment Corporation
Indiana
$330K +$3.66K +16 +1%
CAM
1488
Congress Asset Management
Massachusetts
$330K – – –
HPC
1489
HM Payson & Co
Maine
$328K +$10.3K +45 +3%
KL
1490
KWMG LLC
Kansas
$328K -$53.9K -236 -14%
DAS
1491
Diversify Advisory Services
Utah
$328K +$328K +1,447 New
ACIM
1492
Azimuth Capital Investment Management
Michigan
$328K +$328K +1,435 New
HA
1493
Herold Advisors
New York
$328K +$4.12K +18 +1%
HI
1494
Human Investing
Oregon
$327K +$6.63K +29 +2%
PCM
1495
Pennsylvania Capital Management
Pennsylvania
$327K – – –
HW
1496
Hancock Whitney
Mississippi
$327K – – –
MWP
1497
Madison Wealth Partners
Wisconsin
$325K – – –
FCC
1498
Flower City Capital
New York
$324K -$4.12K -18 -1%
SSWM
1499
Sheets Smith Wealth Management
North Carolina
$323K +$323K +1,414 New
DWA
1500
Douglass Winthrop Advisors
New York
$319K +$319K +1,395 New
58 59
60
61 62