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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 %
WPWM
1501
Windward Private Wealth Management
Kansas
$319K -$58.1K -254 -15%
HR
1502
Howe & Rusling
New York
$318K +$42.8K +187 +16%
AWM
1503
Angeles Wealth Management
California
$317K -$93.7K -410 -23%
TPW
1504
Tiller Private Wealth
Pennsylvania
$317K -$146K -640 -32%
JWM
1505
JGP Wealth Management
Oregon
$316K -$23.8K -104 -7%
WSWA
1506
Warren Street Wealth Advisors
California
$316K – – –
LSA
1507
Lion Street Advisors
Texas
$315K – – –
CG
1508
Clifford Group
Massachusetts
$314K – – –
I
1509
INVST
Indiana
$312K +$8.39K +37 +3%
Chevy Chase Trust
1510
Chevy Chase Trust
Maryland
$311K – – –
AWP
1511
Abacus Wealth Partners
California
$310K +$310K +1,356 New
TWP
1512
Total Wealth Planning
Ohio
$310K -$43.7K -191 -12%
CEI
1513
Clark Estates Inc
New York
$309K – – –
FTC
1514
Farmers Trust Company
Ohio
$308K +$45.7K +200 +17%
DA
1515
Detalus Advisors
Missouri
$308K +$4.57K +20 +2%
OWA
1516
Opal Wealth Advisors
New York
$308K +$44.8K +196 +17%
GWM
1517
GSB Wealth Management
Connecticut
$307K +$26.7K +117 +10%
AWE
1518
Avidian Wealth Enterprises
Texas
$307K +$7.77K +34 +3%
KFS
1519
Kelly Financial Services
Massachusetts
$306K -$31.5K -138 -9%
KFI
1520
Key Financial Inc
Pennsylvania
$305K – – –
FTDI
1521
First Trust Direct Indexing
Massachusetts
$305K +$305K +1,335 New
RMC
1522
Resources Management Corp
Connecticut
$305K +$1.14K +5 +0.4%
KW
1523
KWB Wealth
California
$304K -$4.8K -21 -2%
BWP
1524
Balboa Wealth Partners
Arizona
$304K -$30.6K -134 -9%
ZIC
1525
ZWJ Investment Counsel
Georgia
$301K +$51K +223 +20%
59 60
61
62 63