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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
1
Charles Schwab
California
$397M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.09B
3
CA
3
Clearstead Advisors
Ohio
$104M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.54B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$375M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$89.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$5.17B
4
WFM
4
Wolff Financial Management
Michigan
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1551
JGP Wealth Management
Oregon
$283K -$18.3K -84 -6%
WFG
1552
Wills Financial Group
Virginia
$283K – – –
LWCFA
1553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$282K – – –
WFA
1554
WMG Financial Advisors
Tennessee
$282K – – –
ITIM
1555
Indiana Trust & Investment Management
Indiana
$282K – – –
APW
1556
Austin Private Wealth
Texas
$281K -$68K -312 -19%
DB
1557
Dravo Bay
Delaware
$281K – – –
LFA
1558
Legacy Financial Advisors
Kentucky
$280K -$68.7K -315 -20%
EC
1559
Estate Counselors
Wisconsin
$279K -$271K -1,245 -49%
STA
1560
Smith Thornton Advisors
Alabama
$278K +$278K +1,276 New
OC
1561
Oakworth Capital
Alabama
$275K +$10.9K +50 +4%
OWA
1562
Opal Wealth Advisors
New York
$275K -$18.1K -83 -6%
VFG
1563
Valley Financial Group
Pennsylvania
$275K +$2.18K +10 +0.8%
PMSA
1564
Patrick M. Sweeney & Associates
Illinois
$275K +$275K +1,259 New
CHJWM
1565
Carlton Hofferkamp & Jenks Wealth Management
Texas
$274K +$1.39K +6 +0.5%
P
1566
Pitcairn
Pennsylvania
$274K – – –
BMMM
1567
Boston Mountain Money Management
Arkansas
$274K +$15K +69 +6%
CFS
1568
CGC Financial Services
Oregon
$272K – – –
VPWA
1569
Vestia Personal Wealth Advisors
Indiana
$272K +$272K +1,247 New
BCMLT
1570
Beacon Capital Management LLC (Tennessee)
Tennessee
$271K +$20.9K +96 +8%
MA
1571
MBA Advisors
Pennsylvania
$271K – – –
TFP
1572
Traction Financial Partners
Wyoming
$271K +$9.72K +43 +4%
MWA
1573
Monograph Wealth Advisors
California
$270K – – –
SIC
1574
SJS Investment Consulting
Ohio
$270K – – –
LCOV
1575
London Company of Virginia
Virginia
$270K +$270K +1,237 New
61 62
63
64 65