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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 %
CIAS
1576
Capital Investment Advisory Services
North Carolina
$267K -$269K -1,176 -50%
CAWM
1577
Capital Advisors Wealth Management
Washington
$265K +$9.83K +43 +4%
CFO
1578
Callan Family Office
Pennsylvania
$265K – – –
BMWM
1579
Brown Miller Wealth Management
Virginia
$264K – – –
HCA
1580
Heck Capital Advisors
Wisconsin
$264K +$686 +3 +0.3%
BCMLT
1581
Beacon Capital Management LLC (Tennessee)
Tennessee
$262K -$1.14K -5 -0.4%
S
1582
Sunpointe
Missouri
$261K -$61.3K -268 -19%
SVWG
1583
Shared Vision Wealth Group
United States
$261K – – –
PCTC
1584
Perkins Coie Trust Company
Washington
$261K – – –
CWM
1585
Capital Wealth Management
Rhode Island
$259K -$150K -656 -37%
CMP
1586
Courage Miller Partners
Virginia
$259K +$457 +2 +0.2%
BIP
1587
Blueprint Investment Partners
North Carolina
$258K -$14.2K -62 -5%
BMO
1588
Beck Mack & Oliver
New York
$258K -$9.14K -40 -3%
AWM
1589
Austin Wealth Management
Texas
$258K +$2.69K +12 +1%
RWRC
1590
R.W. Roge & Company
New York
$258K -$10.1K -44 -4%
LWCFA
1591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$2.56K -12 -1%
1WA
1592
180 Wealth Advisors
Washington
$257K +$3.2K +14 +1%
TFP
1593
Traction Financial Partners
Wyoming
$257K -$25.8K -116 -9%
GWA
1594
Geometric Wealth Advisors
District of Columbia
$255K – – –
PP
1595
Pegasus Partners
Wisconsin
$255K – – –
AWA
1596
Aletheian Wealth Advisors
Washington
$254K -$4.34K -19 -2%
CHJWM
1597
Carlton Hofferkamp & Jenks Wealth Management
Texas
$254K – – –
WW
1598
Waterfront Wealth
Kansas
$253K -$60.4K -281 -19%
BWM
1599
BKM Wealth Management
Wisconsin
$253K -$104K -457 -29%
VR
1600
Valued Retirements
Texas
$250K +$229 +1 +0.1%
62 63
64
65 66