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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 %
WA
1926
WESPAC Advisors
California
– -$245K -1,148 Closed
PWM
1927
PBMares Wealth Management
Virginia
– -$233K -1,095 Closed
GDP
1928
Great Diamond Partners
Maine
– -$216K -1,012 Closed
LCOV
1929
London Company of Virginia
Virginia
– -$215K -1,009 Closed
AAM
1930
Aureus Asset Management
Massachusetts
– -$215K -1,007 Closed
VAF
1931
Values Added Financial
District of Columbia
– -$215K -1,006 Closed
SFO
1932
Stokes Family Office
Louisiana
– -$213K -997 Closed
DWA
1933
Delap Wealth Advisory
Oregon
– -$209K -978 Closed
FCM
1934
Firestone Capital Management
Florida
– -$204K -956 Closed
PIM
1935
Provident Investment Management
Michigan
– -$203K -950 Closed
PAIM
1936
Punch & Associates Investment Management
Minnesota
– -$196K -917 Closed
DAC
1937
Dividend Assets Capital
South Carolina
– -$180K -844 Closed
CCP
1938
Clarkston Capital Partners
Michigan
– -$118K -553 Closed
SA
1939
Scarborough Advisors
Maryland
– -$117K -550 Closed
MFG
1940
Mendota Financial Group
Wisconsin
– -$117K -549 Closed
AC
1941
AlphaCore Capital
California
– -$108K -505 Closed
FCG
1942
Financial Connections Group
California
– -$100K -472 Closed
NFA
1943
Northwest Financial Advisors
Virginia
– -$98.1K -460 Closed
TWM
1944
Tradition Wealth Management
Minnesota
– -$80K -376 Closed
PS
1945
Planned Solutions
California
– -$72.1K -338 Closed
RFA
1946
Resurgent Financial Advisors
Georgia
– -$61.1K -286 Closed
ICM
1947
Islay Capital Management
Texas
– -$38.6K -181 Closed
LIWM
1948
Long Island Wealth Management
New York
– -$38K -179 Closed
OP
1949
ORG Partners
Indiana
– -$30.4K -142 Closed
ODG
1950
O'Dell Group
Ohio
– -$29K -136 Closed
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