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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,881 hedge funds and large institutions have $33B invested in Vanguard Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 817 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.27%
Holding in Top 10
200
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.9%
New
137
Increased
817
Reduced
664
Closed
85
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.51B
2
PPFA
Provida Pension Fund Administrator
Chile
$238M
3
S
SignatureFD
Georgia
$327M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$110M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$372M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.64B
2
Cerity Partners
Cerity Partners
New York
$53.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$659M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$79.3M
5
ERSOT
Employees Retirement System of Texas
Texas
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$25.5M -$820K -3,587 -3%
IWC
152
Integrated Wealth Concepts
Massachusetts
$25.4M +$378K +1,653 +2%
MA
153
Montag & Associates
Georgia
$25.3M +$201K +878 +0.8%
BI
154
Ballast Inc
Kentucky
$25M +$122K +534 +0.5%
WFM
155
Wolff Financial Management
Michigan
$24.9M +$304K +1,329 +1%
LIM
156
Leavell Investment Management
Alabama
$24.7M +$357K +1,561 +1%
CA
157
Crewe Advisors
Utah
$24.3M -$59K -258 -0.2%
DIP
158
DT Investment Partners
Pennsylvania
$23.8M +$175K +766 +0.7%
AAP
159
Arax Advisory Partners
Colorado
$23.4M -$436K -1,907 -2%
PIMG
160
Patriot Investment Management Group
Tennessee
$23.1M -$3.35M -14,653 -13%
CW
161
CreativeOne Wealth
Kansas
$22.7M +$3.57M +15,622 +19%
BP
162
BCK Partners
New York
$22.6M -$46.6K -204 -0.2%
CA
163
Cetera Advisors
Colorado
$22.6M +$9.48M +41,477 +72%
CRA
164
Clear Rock Advisors
Texas
$22.5M -$965K -4,220 -4%
EWA
165
EP Wealth Advisors
California
$22.3M -$692K -3,029 -3%
Fidelity International
166
Fidelity International
Bermuda
$22.3M +$218K +955 +1%
WIC
167
Woodmont Investment Counsel
Tennessee
$22M +$400K +1,750 +2%
SWM
168
Spire Wealth Management
Virginia
$21.9M -$198K -388 -0.9%
DADC
169
D.A. Davidson & Co
Montana
$21.9M -$335K -1,465 -2%
RCA
170
Riverview Capital Advisers
Massachusetts
$21.7M +$206K +899 +1%
3IP
171
3Chopt Investment Partners
Virginia
$21.7M -$978K -4,279 -4%
FSWA
172
Financial Synergies Wealth Advisors
Texas
$21.5M -$9.55M -41,793 -31%
WA
173
WBH Advisory
Maryland
$21.3M -$20.6K -90 -0.1%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$21M -$514K -2,248 -2%
GWA
175
Gratus Wealth Advisors
Virginia
$20.9M -$1.2M -5,675 -5%
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