VB icon

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 %
RW
1551
RVW Wealth
California
$280K +$62.8K +275 +29%
LOPW
1552
Live Oak Private Wealth
North Carolina
$279K +$1.37K +6 +0.5%
SWM
1553
SilverOak Wealth Management
Minnesota
$279K -$15.5K -68 -5%
OC
1554
Oakworth Capital
Alabama
$277K +$5.94K +26 +2%
CWM
1555
Campbell Wealth Management
Virginia
$277K +$19.6K +86 +8%
BB
1556
Busey Bank
Illinois
$275K -$84.6K -370 -23%
LC
1557
Lincoln Capital
Nebraska
$275K +$22K +96 +9%
RPSA
1558
Richard P. Slaughter Associates
Texas
$275K -$2.29K -10 -0.8%
MFA
1559
Millington Financial Advisors
Illinois
$275K +$7.32K +32 +3%
CA
1560
Cornerstone Advisory
Maryland
$274K -$72K -315 -21%
RFN
1561
RDA Financial Network
Iowa
$273K – – –
NCFG
1562
New Century Financial Group
New Jersey
$273K +$10.5K +46 +4%
FWI
1563
Facet Wealth Inc
Maryland
$273K +$273K +1,232 New
SP
1564
Sequent Planning
Nebraska
$273K +$273K +1,193 New
MIM
1565
Marco Investment Management
Georgia
$272K +$272K +1,189 New
TA
1566
Tactive Advisors
Florida
$272K -$56.7K -248 -17%
BMMM
1567
Boston Mountain Money Management
Arkansas
$272K +$272K +1,188 New
MAM
1568
McCarthy Asset Management
California
$271K -$38.4K -168 -12%
SWM
1569
Shakespeare Wealth Management
Wisconsin
$271K -$2.97K -13 -1%
MNBTD
1570
Moody National Bank Trust Division
Texas
$271K – – –
VT
1571
Vise Technologies
New York
$271K -$149K -650 -35%
4FG
1572
4Thought Financial Group
New York
$270K +$43.9K +192 +19%
PCS
1573
Personal CFO Solutions
New Jersey
$268K +$268K +1,173 New
DFA
1574
DHJJ Financial Advisors
Illinois
$267K – – –
AMIM
1575
Aull & Monroe Investment Management
Alabama
$267K – – –
61 62
63
64 65