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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 %
CP
1901
Castleview Partners
Texas
$872 +$872 +4 New
RS
1902
Rakuten Securities
Japan
$654 – – –
NA
1903
Nordwand Advisors
Pennsylvania
$654 – – –
RPCA
1904
Running Point Capital Advisors
California
$218 – – –
CSIA
1905
Charles Schwab Investment Advisory
California
– -$411M -1,799,373 Closed
Balyasny Asset Management
1906
Balyasny Asset Management
Illinois
– -$92.3M -403,980 Closed
WFM
1907
Wolff Financial Management
Michigan
– -$24.9M -108,785 Closed
Fidelity International
1908
Fidelity International
Bermuda
– -$22.3M -97,517 Closed
LNC
1909
Lincoln National Corp
Pennsylvania
– -$12.5M -54,590 Closed
SPP
1910
Single Point Partners
Massachusetts
– -$9.97M -43,625 Closed
OFS
1911
OneAscent Financial Services
Alabama
– -$9.15M -40,048 Closed
NL
1912
NWAM LLC
Washington
– -$6.74M -29,979 Closed
PWS
1913
Private Wealth Strategies
Ohio
– -$29.8K -29,795 Closed
LNWTC
1914
Laird Norton Wetherby Trust Company
Washington
– -$5.84M -25,552 Closed
PPP
1915
Private Portfolio Partners
New Jersey
– -$5.77M -25,249 Closed
HIC
1916
Hartline Investment Corp
Illinois
– -$5.13M -22,460 Closed
CBFP
1917
Cedar Brook Financial Partners
Ohio
– -$5.1M -22,289 Closed
SWM
1918
Soundmark Wealth Management
Washington
– -$4.93M -21,550 Closed
GAA
1919
Global Assets Advisory
Florida
– -$90K -20,397 Closed
KFGK
1920
Keystone Financial Group (Kentucky)
Kentucky
– -$4.01M -17,562 Closed
CA
1921
CoreCap Advisors
Michigan
– -$3.32M -14,512 Closed
RCM
1922
Radnor Capital Management
Pennsylvania
– -$2.5M -10,934 Closed
SPIO
1923
Seven Post Investment Office
California
– -$2.5M -10,918 Closed
Millennium Management
1924
Millennium Management
New York
– -$1.94M -8,504 Closed
BWM
1925
BCS Wealth Management
Tennessee
– -$1.68M -7,368 Closed
75 76
77
78 79