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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 %
IPW
1676
Impact Partnership Wealth
Georgia
$213K -$10.2K -47 -5%
FLA
1677
Financial Life Advisors
Texas
$213K -$60.4K -277 -22%
AWA
1678
Amplius Wealth Advisors
Pennsylvania
$213K – – –
HR
1679
Howe & Rusling
New York
$213K -$90.1K -413 -30%
GLA
1680
Good Life Advisors
Pennsylvania
$212K -$8.07K -37 -4%
C
1681
Covestor
United Kingdom
$211K +$9.15K +42 +5%
SFG
1682
SNS Financial Group
Minnesota
$211K – – –
CAM
1683
Covenant Asset Management
New Jersey
$210K -$20.1K -92 -9%
RIS
1684
Retirement Income Solutions
Michigan
$210K – – –
RBFC
1685
Roman Butler Fullerton & Co
Missouri
$209K – – –
ECG
1686
EPIQ Capital Group
California
$209K +$209K +955 New
JIP
1687
Jaffetilchin Investment Partners
Florida
$208K +$208K +955 New
OC
1688
Oarsman Capital
Wisconsin
$206K +$3.05K +14 +2%
BBI
1689
Baxter Bros Inc
Connecticut
$205K -$654 -3 -0.3%
LSA
1690
Lion Street Advisors
Texas
$205K -$117K -537 -36%
TSMHT
1691
Thurston Springer Miller Herd & Titak
Indiana
$204K +$204K +936 New
DA
1692
Drake & Associates
Wisconsin
$204K +$4.8K +22 +2%
AA
1693
AF Advisors
California
$204K – – –
MIAS
1694
Mason Investment Advisory Services
Virginia
$204K – – –
GC
1695
GFG Capital
Florida
$204K – – –
CFC
1696
Coyle Financial Counsel
Illinois
$203K – – –
PCG
1697
Prosperity Consulting Group
Maryland
$203K -$71.1K -326 -26%
HIC
1698
Holderness Investments Company
North Carolina
$203K – – –
JEST
1699
JTC Employer Solutions Trustee
Jersey
$202K – – –
QC
1700
Quent Capital
New York
$202K – – –
66 67
68
69 70