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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 %
WI
1651
WBI Investments
New Jersey
$231K -$3.3M -15,132 -93%
MWM
1652
Modern Wealth Management
Kansas
$230K +$230K +1,053 New
WFS
1653
Walker Financial Services
Kentucky
$229K – – –
PG
1654
Prostatis Group
Maryland
$228K +$4.14K +19 +2%
NAG
1655
Northstar Advisory Group
New Jersey
$227K – – –
RFN
1656
RDA Financial Network
Iowa
$227K -$34.2K -157 -13%
LMKC
1657
L.M. Kohn & Company
Ohio
$225K -$50.4K -231 -18%
CB
1658
Community Bank
New York
$223K – – –
BIM
1659
Breakwater Investment Management
Washington
$222K – – –
MAM
1660
McCarthy Asset Management
California
$221K -$37.3K -171 -14%
VWA
1661
VERITY Wealth Advisors
United States
$221K – – –
SNBOSCI
1662
Security National Bank of Sioux City Iowa
Iowa
$221K +$4.58K +21 +2%
GC
1663
Gilbert & Cook
Iowa
$221K – – –
CPL
1664
CAP Partners LLC
Tennessee
$220K – – –
VHAM
1665
Van Hulzen Asset Management
California
$219K -$3.28K -15 -1%
EFP
1666
EnRich Financial Partners
Wisconsin
$218K – – –
SDAM
1667
Shulman DeMeo Asset Management
New York
$218K – – –
RMCM
1668
Reynders McVeigh Capital Management
Massachusetts
$218K -$7.62K -35 -3%
FTIS
1669
First Trust Investment Solutions
Florida
$216K – – –
FMTC
1670
Farmers & Merchants Trust Company
California
$215K +$215K +988 New
SEM
1671
Strategic Equity Management
Arizona
$215K +$215K +987 New
Barclays
1672
Barclays
United Kingdom
$215K – – –
TFGT
1673
TS Financial Group (TSFG)
Illinois
$215K – – –
IAS
1674
Insigneo Advisory Services
Florida
$215K +$215K +1,000 New
KDA
1675
Kraft Davis & Associates
Missouri
$214K +$2.78K +12 +1%
65 66
67
68 69