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Vanguard Small-Cap ETF
VB

1,916 hedge funds and large institutions have $31.6B invested in Vanguard Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 729 increasing their positions, 691 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $3.77M

53% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 92

1% more funds holding

Funds holding: 1,893 → 1,916 (+23)

5% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 691

0.38% more ownership

Funds ownership: 58.51% → 58.88% (+0.38%)

4% less capital invested

Capital invested by funds: $33B → $31.6B (-$1.43B)

7% less funds holding in top 10

Funds holding in top 10: 203 → 189 (-14)

Holders
1,916
Holders Change
+23
Holders Change %
+1.22%
% of All Funds
27.67%
Holding in Top 10
189
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.9%
% of All Funds
2.73%
New
141
Increased
729
Reduced
691
Closed
92
Calls
$13.8M
Puts
$3.77M
Net Calls
+$9.99M
Net Calls Change
-$9.26M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$399M
2
SFC
Strategic Financial Concepts
Texas
+$355M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
4
CA
Clearstead Advisors
Ohio
+$68M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.9M

Top Sellers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
-$139M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.3M
3
Bank of America
Bank of America
North Carolina
-$83.4M
4
WFM
Wolff Financial Management
Michigan
-$24.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Shakespeare Wealth Management
Wisconsin
$260K +$878 +4 +0.3%
MNBTD
1602
Moody National Bank Trust Division
Texas
$259K – – –
CAWM
1603
Capital Advisors Wealth Management
Washington
$258K +$5.49K +25 +2%
CIAS
1604
Capital Investment Advisory Services
North Carolina
$257K +$2.85K +13 +1%
JDR
1605
Jay D. Rosenbaum
$257K +$259K +1,179 New
FIM
1606
Fernwood Investment Management
Massachusetts
$256K -$19.8K -90 -7%
DIP
1607
Davis Investment Partners
North Carolina
$255K – – –
AMIM
1608
Aull & Monroe Investment Management
Alabama
$255K – – –
DFA
1609
DHJJ Financial Advisors
Illinois
$255K – – –
NCM
1610
Northwest Capital Management
Oregon
$252K -$692K -3,149 -73%
SIA
1611
Sit Investment Associates
Minnesota
$252K +$253K +1,154 New
BMWM
1612
Brown Miller Wealth Management
Virginia
$252K – – –
HCA
1613
Heck Capital Advisors
Wisconsin
$251K – – –
LA
1614
LVW Advisors
New York
$251K +$60.6K +276 +31%
ACM
1615
Absolute Capital Management
Pennsylvania
$251K +$59.1K +269 +31%
AWM
1616
Austin Wealth Management
Texas
$250K -$7.91K -36 -3%
BIP
1617
Blueprint Investment Partners
North Carolina
$249K +$3.07K +14 +1%
SVWG
1618
Shared Vision Wealth Group
United States
$249K – – –
FWMM
1619
Foundation Wealth Management (Missouri)
Missouri
$249K +$250K +1,140 New
IGWM
1620
ICA Group Wealth Management
Colorado
$248K -$1.53M -6,970 -86%
JWBC
1621
J.W. Burns & Co
New York
$248K +$250K +1,137 New
CWM
1622
Capital Wealth Management
Rhode Island
$247K – – –
CMP
1623
Courage Miller Partners
Virginia
$247K – – –
BMO
1624
Beck Mack & Oliver
New York
$246K – – –
PP
1625
Pegasus Partners
Wisconsin
$246K +$3.07K +14 +1%
63 64
65
66 67

VB Hedge Fund Activity: Q2 2024 in Review

1,916 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2024, worth a combined $31.6B — down 4.3% from $33B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new VB positions and 92 closed out — a net gain of 49 holders — while 729 added to existing stakes and 691 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $399M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $139M.

  • 1,916 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2024, up from 1,893 in Q1 2024.
  • Funds reported $31.6B of Vanguard Small-Cap ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 141 funds opened new Vanguard Small-Cap ETF positions in Q2 2024 and 92 closed out, a net change of +49 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $399M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2024 was Provida Pension Fund Administrator, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2024.