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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 %
BCI
176
Brinker Capital Investments
Pennsylvania
$19.4M +$1.24M +5,675 +7%
PFA
177
Pure Financial Advisors
California
$19.4M +$1.07M +4,913 +6%
FA
178
Fiducient Advisors
Illinois
$19.3M +$1.88M +8,576 +11%
CW
179
CreativeOne Wealth
Kansas
$19M -$2.63M -12,052 -12%
SI
180
Stephens Inc
Arkansas
$18.9M +$691K +3,171 +4%
BAM
181
Berkshire Asset Management
Pennsylvania
$18.9M +$183K +839 +1%
KBFS
182
Kohmann Bosshard Financial Services
Ohio
$18.6M -$1.42M -6,532 -7%
BCM
183
Brookstone Capital Management
Illinois
$18.4M +$426K +1,838 +2%
REMPR
184
Roof Eidam Maycock Peralta (REMP)
California
$18.2M -$130K -596 -0.7%
NIM
185
Northeast Investment Management
Massachusetts
$18.2M +$1.6M +7,339 +10%
FSWA
186
Financial Synergies Wealth Advisors
Texas
$18.1M -$2.4M -10,984 -12%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M +$107K +492 +0.6%
NCM
188
Nelson Capital Management
California
$18M +$93.8K +430 +0.5%
PCMC
189
Private Capital Management (Colorado)
Colorado
$17.7M +$1.09M +4,981 +7%
BFPW
190
BOK Financial Private Wealth
Colorado
$17.6M -$1.03M -4,704 -6%
HWMG
191
Hurlow Wealth Management Group
Indiana
$17.4M +$190K +871 +1%
MWM
192
Marietta Wealth Management
Georgia
$17.4M +$561K +2,575 +3%
DJSG
193
D.J. St. Germain
Massachusetts
$17.2M -$319K -1,463 -2%
MFG
194
Merit Financial Group
Georgia
$17.1M +$588K +2,697 +4%
BFA
195
Brown Financial Advisory
Alabama
$17.1M +$1.3M +5,953 +8%
AWM
196
Axxcess Wealth Management
California
$16.9M +$1.41M +6,455 +9%
CCM
197
Coldstream Capital Management
Washington
$16.6M -$110K -503 -0.7%
CAAS
198
Capital Asset Advisory Services
Michigan
$16.5M +$1.64M +7,607 +11%
MWM
199
Modera Wealth Management
New Jersey
$16.5M +$788K +3,612 +5%
AFA
200
AA Financial Advisors
Ohio
$16.2M +$2.88M +13,208 +22%
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