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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 %
TCM
1701
Twin Capital Management
Pennsylvania
$202K – – –
Invesco
1702
Invesco
Georgia
$202K +$202K +925 New
CBT
1703
Central Bank & Trust
Kentucky
$202K – – –
MC
1704
Matisse Capital
Oregon
$201K – – –
ACM
1705
AUA Capital Management
Pennsylvania
$201K -$275K -1,261 -58%
FWM
1706
Fairhaven Wealth Management
Illinois
$201K +$201K +921 New
PHWM
1707
Pine Harbor Wealth Management
Maryland
$201K – – –
CSC
1708
Caldwell Sutter Capital
California
$200K +$8.5K +39 +4%
RWPA
1709
Richard W. Paul & Associates
Michigan
$199K +$10.9K +50 +6%
MJRIC
1710
Mogy Joel R Investment Counsel
California
$191K -$196K -900 -51%
GGI
1711
Godsey & Gibb Inc
Virginia
$186K +$164K +753 +753%
TCPW
1712
Twin City Private Wealth
North Carolina
$184K -$219 -1 -0.1%
MA
1713
MCF Advisors
Kentucky
$178K -$1.75K -8 -1%
HGERS
1714
Householder Group Estate & Retirement Specialist
Arizona
$173K +$870 +4 +0.5%
SVCP
1715
Silicon Valley Capital Partners
California
$173K +$159K +729 +1,139%
LI
1716
LRI Investments
Florida
$172K – – –
HWA
1717
Heritage Wealth Advisors
Virginia
$172K – – –
RFA
1718
Register Financial Advisors
Georgia
$170K +$9.81K +45 +6%
PCTC
1719
Perkins Coie Trust Company
Washington
$168K -$80.9K -371 -33%
ATC
1720
Advantage Trust Company
Kansas
$167K – – –
NBT
1721
Northwest Bank & Trust
Iowa
$163K – – –
PFA
1722
Pathway Financial Advisers
Indiana
$153K +$1.94K +9 +1%
MFA
1723
Morling Financial Advisors
California
$148K – – –
GI
1724
Gradient Investments
Minnesota
$143K +$60.8K +279 +74%
JFGIW
1725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K +$219 +1 +0.2%
67 68
69
70 71