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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 %
BMWM
1601
Brown Miller Wealth Management
Virginia
$252K – – –
HCA
1602
Heck Capital Advisors
Wisconsin
$251K – – –
LA
1603
LVW Advisors
New York
$251K +$60.2K +276 +31%
ACM
1604
Absolute Capital Management
Pennsylvania
$251K +$58.9K +269 +31%
AWM
1605
Austin Wealth Management
Texas
$250K -$8.05K -36 -3%
BIP
1606
Blueprint Investment Partners
North Carolina
$249K +$3.05K +14 +1%
SVWG
1607
Shared Vision Wealth Group
United States
$249K – – –
FWMM
1608
Foundation Wealth Management (Missouri)
Missouri
$249K +$249K +1,140 New
IGWM
1609
ICA Group Wealth Management
Colorado
$248K -$1.52M -6,970 -86%
JWBC
1610
J.W. Burns & Co
New York
$248K +$248K +1,137 New
CWM
1611
Capital Wealth Management
Rhode Island
$247K – – –
CMP
1612
Courage Miller Partners
Virginia
$247K – – –
BMO
1613
Beck Mack & Oliver
New York
$246K – – –
PP
1614
Pegasus Partners
Wisconsin
$246K +$3.05K +14 +1%
RS
1615
Retirement Solution
Washington
$245K +$245K +1,122 New
GEA
1616
Glen Eagle Advisors
New Jersey
$243K -$75K -344 -24%
AWA
1617
Aletheian Wealth Advisors
Washington
$242K – – –
SMWM
1618
Silvia McColl Wealth Management
California
$242K – – –
SA
1619
SpiderRock Advisors
Delaware
$242K – – –
CWA
1620
Canvas Wealth Advisors
Kansas
$241K +$241K +1,041 New
DWM
1621
Destination Wealth Management
California
$241K +$241K +1,107 New
RWRC
1622
R.W. Roge & Company
New York
$241K -$3.69K -17 -2%
BFO
1623
Boston Family Office
Massachusetts
$241K +$241K +1,105 New
ACIM
1624
Azimuth Capital Investment Management
Michigan
$241K -$71.9K -330 -23%
PNAA
1625
Pictet North America Advisors
Switzerland
$241K -$1.18M -5,420 -83%
63 64
65
66 67