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Vanguard Small-Cap ETF
VB

1,915 hedge funds and large institutions have $31.6B invested in Vanguard Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 729 increasing their positions, 691 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $3.77M

53% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 92

1% more funds holding

Funds holding: 1,892 → 1,915 (+23)

5% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 691

0.38% more ownership

Funds ownership: 58.51% → 58.88% (+0.38%)

4% less capital invested

Capital invested by funds: $33B → $31.6B (-$1.43B)

7% less funds holding in top 10

Funds holding in top 10: 203 → 189 (-14)

Holders
1,915
Holders Change
+23
Holders Change %
+1.22%
% of All Funds
27.66%
Holding in Top 10
189
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.9%
% of All Funds
2.73%
New
141
Increased
729
Reduced
691
Closed
92
Calls
$13.8M
Puts
$3.77M
Net Calls
+$9.99M
Net Calls Change
-$9.26M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$399M
2
SFC
Strategic Financial Concepts
Texas
+$355M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
4
CA
Clearstead Advisors
Ohio
+$68M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.9M

Top Sellers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
-$139M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.3M
3
Bank of America
Bank of America
North Carolina
-$83.4M
4
WFM
Wolff Financial Management
Michigan
-$24.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
1901
Game Plan Financial Advisors
Ohio
$5.07K +$5.05K +23 New
AI
1902
Arvest Investments
Arkansas
$4.8K – – –
VDBMI
1903
Van Den Berg Management I
Texas
$2.93K – – –
SWC
1904
Spectrum Wealth Counsel
Indiana
$2.83K +$2.85K +13 New
HPIA
1905
Hamilton Point Investment Advisors
North Carolina
$2.63K – – –
WWM
1906
Wolff Wiese Magana
California
$2.4K – – –
WBC
1907
West Branch Capital
Massachusetts
$2.18K – – –
MHR
1908
Matthew Hamilton Rosenberg
$2.16K – – –
WWP
1909
WR Wealth Planners
Missouri
$1.96K -$3.07K -14 -61%
AWM
1910
Absher Wealth Management
North Carolina
$1.74K +$1.76K +8 New
HI
1911
Horizon Investments
North Carolina
$1.53K – – –
GWM
1912
Grand Wealth Management
Michigan
$1.38K – – –
ACA
1913
American Capital Advisory
Idaho
$1.28K -$10.8K -49 -89%
CMA
1914
Cedar Mountain Advisors
Oregon
$1.09K – – –
CP
1915
Castleview Partners
Texas
$872 +$878 +4 New
NA
1916
Nordwand Advisors
Pennsylvania
$654 – – –
RS
1917
Rakuten Securities
Japan
$654 – – –
RPCA
1918
Running Point Capital Advisors
California
$218 – – –
CSIA
1919
Charles Schwab Investment Advisory
California
– -$411M -1,799,373 Closed
Balyasny Asset Management
1920
Balyasny Asset Management
Illinois
– -$92.3M -403,980 Closed
WFM
1921
Wolff Financial Management
Michigan
– -$24.9M -108,785 Closed
Fidelity International
1922
Fidelity International
Bermuda
– -$22.3M -97,517 Closed
LNC
1923
Lincoln National Corp
Pennsylvania
– -$12.5M -54,590 Closed
SPP
1924
Single Point Partners
Massachusetts
– -$9.97M -43,625 Closed
OFS
1925
OneAscent Financial Services
Alabama
– -$9.15M -40,048 Closed
75 76
77
78 79

VB Hedge Fund Activity: Q2 2024 in Review

1,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2024, worth a combined $31.6B — down 4.3% from $33B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new VB positions and 92 closed out — a net gain of 49 holders — while 729 added to existing stakes and 691 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $399M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $139M.

  • 1,915 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2024, up from 1,892 in Q1 2024.
  • Funds reported $31.6B of Vanguard Small-Cap ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 141 funds opened new Vanguard Small-Cap ETF positions in Q2 2024 and 92 closed out, a net change of +49 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $399M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2024 was Provida Pension Fund Administrator, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2024.