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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 %
LOPW
1576
Live Oak Private Wealth
North Carolina
$268K +$1.74K +8 +0.7%
FFM
1577
Forum Financial Management
Illinois
$268K -$199K -912 -43%
SP
1578
Sequent Planning
Nebraska
$268K +$9.52K +44 +4%
SWM
1579
SilverOak Wealth Management
Minnesota
$268K +$1.74K +8 +0.7%
AP
1580
Aspect Partners
Virginia
$267K – – –
FCA
1581
FinTrust Capital Advisors
South Carolina
$267K +$44.7K +205 +20%
HNWAG
1582
High Net Worth Advisory Group
Florida
$264K +$61.1K +280 +30%
SRWM
1583
Shira Ridge Wealth Management
California
$263K +$263K +1,205 New
RPSA
1584
Richard P. Slaughter Associates
Texas
$262K – – –
MFA
1585
Millington Financial Advisors
Illinois
$262K – – –
CA
1586
Cornerstone Advisory
Maryland
$262K – – –
CFO
1587
Callan Family Office
Pennsylvania
$261K +$8.29K +38 +3%
BB
1588
Busey Bank
Illinois
$260K -$2.84K -13 -1%
GSC
1589
G&S Capital
Colorado
$260K +$260K +1,138 New
SWM
1590
Shakespeare Wealth Management
Wisconsin
$260K +$872 +4 +0.3%
MNBTD
1591
Moody National Bank Trust Division
Texas
$259K – – –
CAWM
1592
Capital Advisors Wealth Management
Washington
$258K +$5.45K +25 +2%
CIAS
1593
Capital Investment Advisory Services
North Carolina
$257K +$2.84K +13 +1%
JDR
1594
Jay D. Rosenbaum
$257K +$257K +1,179 New
FIM
1595
Fernwood Investment Management
Massachusetts
$256K -$19.6K -90 -7%
DIP
1596
Davis Investment Partners
North Carolina
$255K – – –
AMIM
1597
Aull & Monroe Investment Management
Alabama
$255K – – –
DFA
1598
DHJJ Financial Advisors
Illinois
$255K – – –
NCM
1599
Northwest Capital Management
Oregon
$252K -$687K -3,149 -73%
SIA
1600
Sit Investment Associates
Minnesota
$252K +$252K +1,154 New
62 63
64
65 66