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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 %
FWTB
1626
First Western Trust Bank
Colorado
$241K +$29.4K +135 +14%
FWI
1627
Facet Wealth Inc
Maryland
$240K -$45.5K -196 -16%
EWA
1628
Elevate Wealth Advisory
Georgia
$240K – – –
S
1629
Sunpointe
Missouri
$240K -$10.5K -48 -4%
PIM
1630
Penobscot Investment Management
Massachusetts
$239K +$8.07K +37 +3%
VR
1631
Valued Retirements
Texas
$239K – – –
RCM
1632
Raleigh Capital Management
North Carolina
$237K -$1.74K -8 -0.7%
BWM
1633
BKM Wealth Management
Wisconsin
$237K -$4.14K -19 -2%
SW
1634
Signify Wealth
Missouri
$237K +$237K +1,085 New
SGWM
1635
Sterling Group Wealth Management
California
$236K +$236K +1,084 New
MIM
1636
Marco Investment Management
Georgia
$235K -$23.8K -109 -9%
CGL
1637
Clarius Group LLC
Washington
$235K +$235K +1,080 New
SL
1638
Sentry LLC
Tennessee
$235K – – –
SIG
1639
Stonegate Investment Group
Alabama
$235K – – –
MAA
1640
Matrix Asset Advisors
New York
$235K – – –
SPA
1641
Sentinel Pension Advisors
Massachusetts
$235K +$654 +3 +0.3%
B
1642
Bensler
Washington
$233K +$9.82K +45 +4%
BA
1643
Bluesphere Advisors
Pennsylvania
$232K +$21.8K +100 +10%
TA
1644
TPG Advisors
Illinois
$232K +$232K +1,065 New
SP
1645
Stonebrook Private
Michigan
$232K – – –
TCMP
1646
Thrive Capital Management (Pennsylvania)
Pennsylvania
$231K +$231K +1,061 New
SM
1647
Sensible Money
Arizona
$231K – – –
RVPG
1648
Relative Value Partners Group
$231K -$1.45M -6,636 -86%
LSPW
1649
Lake Street Private Wealth
Illinois
$231K -$1.09K -5 -0.5%
FCT
1650
First Community Trust
Iowa
$231K +$146K +670 +172%
64 65
66
67 68