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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 %
SIAS
1926
Summit Investment Advisory Services
Minnesota
– -$1.53M -6,714 Closed
GAM
1927
Grandview Asset Management
Pennsylvania
– -$1.49M -6,534 Closed
SAW
1928
Signal Advisors Wealth
Michigan
– -$1.29M -5,639 Closed
ARC
1929
Advisor Resource Council
Texas
– -$1.16M -5,418 Closed
SCA
1930
Stillwater Capital Advisors
Pennsylvania
– -$1.16M -5,085 Closed
ACGA
1931
Atlanta Consulting Group Advisors
Georgia
– -$1.02M -4,446 Closed
NYLIM
1932
New York Life Investment Management
New York
– -$1.01M -4,434 Closed
JSL
1933
JT Stratford LLC
Georgia
– -$957K -4,186 Closed
LWMNY
1934
Landmark Wealth Management (New York)
New York
– -$872K -3,814 Closed
TWM
1935
Trevian Wealth Management
Massachusetts
– -$806K -3,527 Closed
WCM
1936
Winthrop Capital Management
Indiana
– -$802K -3,508 Closed
ITB
1937
Idaho Trust Bank
Idaho
– -$657K -2,872 Closed
MAM
1938
Meeder Asset Management
Ohio
– -$582K -2,544 Closed
IHL
1939
Investment House LLC
California
– -$580K -2,539 Closed
CAM
1940
Crestone Asset Management
Colorado
– -$493K -2,155 Closed
DFG
1941
Delta Financial Group
New Jersey
– -$463K -2,024 Closed
AFA
1942
Alpha Financial Advisors
North Carolina
– -$449K -1,963 Closed
PTC
1943
Philadelphia Trust Company
Pennsylvania
– -$394K -1,725 Closed
BC
1944
Belmont Capital
California
– -$374K -1,638 Closed
SSWM
1945
Smith Salley Wealth Management
North Carolina
– -$373K -1,633 Closed
TC
1946
Trilogy Capital
California
– -$369K -1,613 Closed
AIC
1947
Argus Investors Counsel
New York
– -$338K -1,480 Closed
AWP
1948
Abacus Wealth Partners
California
– -$310K -1,356 Closed
FFB
1949
First Financial Bankshares
Texas
– -$294K -1,287 Closed
WWS
1950
Wellington Wealth Strategies
Indiana
– -$289K -1,263 Closed
76 77
78
79 80