VB icon

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 %
SC
176
Savant Capital
Illinois
$20.1M +$119K +522 +0.6%
MCIA
177
Mountain Capital Investment Advisors
Colorado
$20.1M +$1.87M +8,293 +10%
BAM
178
Berkshire Asset Management
Pennsylvania
$19.6M +$37K +162 +0.2%
CHP
179
Cable Hill Partners
Oregon
$19.6M – – –
BFPW
180
BOK Financial Private Wealth
Colorado
$19.4M -$690K -3,019 -3%
REMPR
181
Roof Eidam Maycock Peralta (REMP)
California
$19.2M +$487K +2,132 +3%
PFA
182
Pure Financial Advisors
California
$19.2M -$74.7K -327 -0.4%
SI
183
Stephens Inc
Arkansas
$19.1M +$1.54M +6,728 +9%
BCI
184
Brinker Capital Investments
Pennsylvania
$19.1M -$164K -716 -0.9%
OPS
185
Orion Portfolio Solutions
Nebraska
$19.1M -$164K -716 -0.9%
NCM
186
Nelson Capital Management
California
$18.7M +$76.8K +336 +0.4%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.7M +$147K +644 +0.8%
DJSG
188
D.J. St. Germain
Massachusetts
$18.4M -$433K -1,894 -2%
FA
189
Fiducient Advisors
Illinois
$18.2M -$1.51M -6,596 -8%
HWMG
190
Hurlow Wealth Management Group
Indiana
$18M -$69.9K -306 -0.4%
BCM
191
Brookstone Capital Management
Illinois
$17.8M +$1.61M +7,063 +10%
JWM
192
JFG Wealth Management
Colorado
$17.7M +$815K +3,564 +5%
BPA
193
Beacon Pointe Advisors
California
$17.7M -$846K -3,702 -5%
MWM
194
Marietta Wealth Management
Georgia
$17.6M +$116K +507 +0.7%
CCM
195
Coldstream Capital Management
Washington
$17.5M -$601K -2,629 -3%
PCMC
196
Private Capital Management (Colorado)
Colorado
$17.4M -$203K -889 -1%
NIM
197
Northeast Investment Management
Massachusetts
$17.4M +$1.07M +4,693 +7%
G
198
GenTrust
Florida
$17.2M -$388K -1,698 -2%
AAS
199
Annex Advisory Services
Wisconsin
$17M -$13.7M -60,147 -45%
HWM
200
HB Wealth Management
Georgia
$16.9M -$842K -3,685 -5%
6 7
8
9 10