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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 %
UCFA
151
United Capital Financial Advisors
Texas
$25M +$655K +3,002 +3%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$24.9M +$18.1M +80,918 +263%
Northern Trust
153
Northern Trust
Illinois
$24.8M +$205K +939 +0.8%
BFA
154
Bluestem Financial Advisors
Illinois
$24.7M +$383K +1,758 +2%
JFGLC
155
Johnson Financial Group LLC (Colorado)
Colorado
$24.2M -$18.6M -85,375 -44%
LIM
156
Leavell Investment Management
Alabama
$24.2M +$478K +2,184 +2%
DIP
157
DT Investment Partners
Pennsylvania
$23.2M +$498K +2,282 +2%
CA
158
Crewe Advisors
Utah
$23.2M – – –
MCIA
159
Mountain Capital Investment Advisors
Colorado
$22.9M +$2.53M +11,089 +12%
CHP
160
Cable Hill Partners
Oregon
$22.1M +$1.54M +7,020 +7%
GWA
161
Gratus Wealth Advisors
Virginia
$22M -$519K -2,284 -2%
AAP
162
Arax Advisory Partners
Colorado
$21.9M -$385K -1,764 -2%
AWM
163
Avior Wealth Management
Nebraska
$21.9M +$18.4M +84,540 +528%
BP
164
BCK Partners
New York
$21.8M +$225K +1,032 +1%
PIMG
165
Patriot Investment Management Group
Tennessee
$21.8M -$239K -1,097 -1%
WIC
166
Woodmont Investment Counsel
Tennessee
$21.6M +$673K +3,086 +3%
CRA
167
Clear Rock Advisors
Texas
$21.3M -$136K -623 -0.6%
3IP
168
3Chopt Investment Partners
Virginia
$21.1M +$300K +1,371 +1%
EWA
169
EP Wealth Advisors
California
$21M -$256K -1,173 -1%
RCA
170
Riverview Capital Advisers
Massachusetts
$20.9M +$227K +1,040 +1%
DADC
171
D.A. Davidson & Co
Montana
$20.6M -$318K -1,457 -2%
WA
172
WBH Advisory
Maryland
$20.4M +$74.1K +340 +0.4%
MA
173
Montag & Associates
Georgia
$20.4M -$3.84M -17,534 -16%
SA
174
Sanctuary Advisors
Indiana
$20M +$20M +92,165 New
OPS
175
Orion Portfolio Solutions
Nebraska
$19.4M +$1.24M +5,675 +7%
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