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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 %
FCMT
1751
Founders Capital Management (Texas)
Texas
$97.2K -$17K -78 -15%
Kayne Anderson Rudnick Investment Management
1752
Kayne Anderson Rudnick Investment Management
California
$97.1K – – –
SS
1753
Sunbelt Securities
Texas
$95.9K +$5.88K +27 +7%
EWM
1754
EPG Wealth Management
Georgia
$95.7K -$100K -439 Closed
UIA
1755
Ulland Investment Advisors
Minnesota
$93K – – –
GCM
1756
Gables Capital Management
Florida
$92.4K +$92.4K +424 New
MSFP
1757
Mark Sheptoff Financial Planning
Connecticut
$91.6K +$26.2K +120 +40%
WOC
1758
West Oak Capital
California
$91.1K – – –
FGAM
1759
Financial Gravity Asset Management
Texas
$90.1K -$212K -797 -70%
Toronto Dominion Bank
1760
Toronto Dominion Bank
Ontario, Canada
$89.2K +$89.2K +409 New
CPA
1761
Clear Point Advisors
New York
$88.2K – – –
AIM
1762
Arcadia Investment Management
Michigan
$88.1K – – –
SC
1763
Swan Capital
Florida
$85.9K +$85.9K +394 New
TSWM
1764
Tyler-Stone Wealth Management
Ohio
$83.9K – – –
MLA
1765
MB, Levis & Associates
Pennsylvania
$82.5K – – –
AWM
1766
Atticus Wealth Management
Florida
$82.1K -$22.2K -102 -21%
SAM
1767
Smartleaf Asset Management
Massachusetts
$81.9K – – –
GJWM
1768
Gilliland Jeter Wealth Management
Arkansas
$80.9K – – –
B
1769
Birchbrook
Maine
$78.5K -$1.53K -7 -2%
AFG
1770
Albion Financial Group
Utah
$78.5K – – –
GI
1771
GS Investments
Minnesota
$77.8K – – –
PAG
1772
Paladin Advisory Group
Iowa
$76.8K – – –
TFA
1773
Toth Financial Advisory
Virginia
$75.9K -$32.9K -151 -30%
BL
1774
Balentine LLC
Georgia
$74.1K -$40.1K -184 -35%
KPP
1775
Kings Path Partners
Texas
$70.4K +$70.4K +323 New
69 70
71
72 73