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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 %
AIC
1501
Archer Investment Corporation
Indiana
$315K +$654 +3 +0.2%
CAM
1502
Congress Asset Management
Massachusetts
$315K – – –
TWP
1503
Total Wealth Planning
Ohio
$314K -$3.28K -14 -1%
GKWIM
1504
Gerber Kawasaki Wealth & Investment Management
California
$313K -$5.45K -25 -2%
VCA
1505
Verdence Capital Advisors
Maryland
$312K -$77.4K -355 -20%
PCM
1506
Pennsylvania Capital Management
Pennsylvania
$312K – – –
FA
1507
FF Advisors
California
$312K -$44.3K -203 -12%
DTC
1508
Davidson Trust Company
Washington
$312K +$312K +1,429 New
ZRP
1509
Zynergy Retirement Planning
New Jersey
$311K +$311K +1,428 New
HA
1510
Herold Advisors
New York
$311K -$1.53K -7 -0.5%
OHIS
1511
Oak Harvest Investment Services
Texas
$309K -$22K -101 -7%
CIAS
1512
CFS Investment Advisory Services
New Jersey
$308K +$308K +1,412 New
NPFS
1513
Novak & Powell Financial Services
Florida
$307K +$307K +12,262 New
VC
1514
Veery Capital
Delaware
$306K -$109K -500 -26%
AWA
1515
Arete Wealth Advisors
Illinois
$306K +$306K +1,405 New
FCC
1516
Flower City Capital
New York
$306K -$4.38K -20 -1%
AWAP
1517
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$304K -$14.8K -68 -5%
KW
1518
KWB Wealth
California
$304K – – –
TPW
1519
Tiller Private Wealth
Pennsylvania
$302K – – –
WSWA
1520
Warren Street Wealth Advisors
California
$302K +$654 +3 +0.2%
MWP
1521
Madison Wealth Partners
Wisconsin
$302K -$8.5K -39 -3%
KL
1522
KWMG LLC
Kansas
$301K -$11.6K -53 -4%
WPWM
1523
Windward Private Wealth Management
Kansas
$301K -$2.62K -12 -0.9%
SSWM
1524
Sheets Smith Wealth Management
North Carolina
$300K -$8.07K -37 -3%
Chevy Chase Trust
1525
Chevy Chase Trust
Maryland
$300K +$3.27K +15 +1%
59 60
61
62 63