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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 %
TW
1526
Transform Wealth
Colorado
$300K -$35.7K -163 -11%
CG
1527
Clifford Group
Massachusetts
$300K – – –
HIGP
1528
Hill Investment Group Partners
Missouri
$299K – – –
1WA
1529
180 Wealth Advisors
Washington
$296K +$44.3K +198 +18%
CEI
1530
Clark Estates Inc
New York
$294K – – –
FTC
1531
Farmers Trust Company
Ohio
$294K – – –
EWM
1532
Elevatus Welath Management
New York
$293K -$311K -1,425 -51%
VAF
1533
Values Added Financial
District of Columbia
$293K +$293K +1,345 New
GWM
1534
GSB Wealth Management
Connecticut
$292K -$436 -2 -0.1%
BWP
1535
Balboa Wealth Partners
Arizona
$292K +$2.18K +10 +0.8%
LC
1536
Lincoln Capital
Nebraska
$292K +$29.4K +135 +11%
GIA
1537
GHP Investment Advisors
Colorado
$291K +$18.1K +83 +7%
RCA
1538
Resonant Capital Advisors
Wisconsin
$291K +$5.91K +27 +2%
KFS
1539
Kelly Financial Services
Massachusetts
$291K -$872 -4 -0.3%
DA
1540
Detalus Advisors
Missouri
$290K -$3.49K -16 -1%
NP
1541
NorthRock Partners
Minnesota
$289K +$129K +591 +81%
I
1542
INVST
Indiana
$288K -$10.4K -48 -3%
PCS
1543
Personal CFO Solutions
New Jersey
$287K +$31.4K +144 +12%
RMC
1544
Resources Management Corp
Connecticut
$287K -$4.36K -20 -1%
TWP
1545
Tempus Wealth Planning
California
$287K +$68.5K +314 +31%
HW
1546
Hancock Whitney
Mississippi
$287K -$25.1K -115 -8%
ZIC
1547
ZWJ Investment Counsel
Georgia
$285K -$2.18K -10 -0.8%
OPCM
1548
Osborne Partners Capital Management
California
$284K +$85.9K +394 +43%
PCMC
1549
Planning Capital Management Corporation
Pennsylvania
$283K +$161K +740 +133%
AWM
1550
Angeles Wealth Management
California
$283K -$19.6K -90 -6%
60 61
62
63 64