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

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$89.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$5.17B
4
WFM
Wolff Financial Management
Michigan
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1476
Warther Private Wealth
Ohio
$338K +$338K +1,551 New
ECM
1477
EagleClaw Capital Management
Massachusetts
$338K – – –
SFP
1478
Shepherd Financial Partners
Massachusetts
$338K +$9.59K +44 +3%
FCM
1479
Fortis Capital Management
Washington
$337K -$30.5K -140 -8%
KFI
1480
Key Financial Inc
Pennsylvania
$335K +$43.6K +200 +15%
PTP
1481
Platform Technology Partners
New York
$333K +$333K +1,528 New
HPC
1482
HM Payson & Co
Maine
$333K +$19.8K +91 +6%
SFS
1483
Sharp Financial Services
Pennsylvania
$333K -$156K -715 -32%
JSW
1484
Journey Strategic Wealth
New Jersey
$332K +$7.63K +35 +2%
TC
1485
TAP Consulting
Missouri
$331K -$300K -1,374 -47%
HCP
1486
Hardin Capital Partners
South Carolina
$331K +$331K +1,518 New
DDC
1487
DF Dent & Co
Maryland
$329K – – –
PJSIMP
1488
P.J. Schmidt Investment Management (PJS)
Wisconsin
$327K – – –
BIAS
1489
Beacon Investment Advisory Services
New Jersey
$325K +$1.74K +8 +0.5%
AAM
1490
Aureus Asset Management
Massachusetts
$325K +$325K +1,489 New
HCM
1491
Howland Capital Management
Massachusetts
$322K -$38.3K -175 -11%
EP
1492
Essential Planning
New Hampshire
$322K +$322K +1,476 New
PWM
1493
Partnership Wealth Management
Maryland
$322K -$40.3K -185 -11%
IWS
1494
Integrity Wealth Solutions
Colorado
$320K -$42.9K -196 -12%
WP
1495
Westmount Partners
California
$318K +$1.95K +9 +0.6%
NRW
1496
Nova R Wealth
Kansas
$317K -$49.7K -228 -14%
LRPA
1497
L. Roy Papp & Associates
Arizona
$317K – – –
CRC
1498
Curi RMB Capital
Illinois
$317K -$27.5K -126 -8%
AWA
1499
Alta Wealth Advisors
Massachusetts
$316K -$7.85K -36 -2%
NFC
1500
Northeast Financial Consultants
Connecticut
$316K +$316K +1,447 New
58 59
60
61 62