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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
+$1.03B
2
PPFA
Provida Pension Fund Administrator
Chile
+$228M
3
S
SignatureFD
Georgia
+$148M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$79.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$73.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.57B
2
Cerity Partners
Cerity Partners
New York
-$1.24B
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$85.9M
5
ERSOT
Employees Retirement System of Texas
Texas
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
201
Wooster Corthell Wealth Management
Connecticut
$16.8M -$513K -2,242 -3%
BFS
202
Bradley Foster & Sargent
Connecticut
$16.8M +$1.26M +5,497 +8%
MWC
203
MBM Wealth Consultants
Missouri
$16.7M +$125K +548 +0.8%
MFG
204
Merit Financial Group
Georgia
$16.5M +$12.5M +57,019 +306%
BFA
205
Brown Financial Advisory
Alabama
$16.5M -$44.1K -193 -0.3%
MWM
206
Modera Wealth Management
New Jersey
$16.4M +$2.07M +9,051 +14%
SIC
207
Salem Investment Counselors
North Carolina
$16.4M +$404K +1,769 +3%
GAM
208
Gemmer Asset Management
California
$16.3M +$256K +1,122 +2%
AWM
209
Axxcess Wealth Management
California
$16.3M +$1.68M +7,368 +12%
Franklin Resources
210
Franklin Resources
California
$16.1M +$255K +1,117 +2%
SA
211
SAM Advisors
California
$16.1M +$63.1K +276 +0.4%
GVAG
212
Great Valley Advisor Group
Delaware
$15.8M +$200K +873 +1%
AF
213
Arrow Financial
New York
$15.8M -$78.9K -345 -0.5%
CWAG
214
Compton Wealth Advisory Group
Virginia
$15.8M +$990K +4,330 +7%
AM
215
AGF Management
Ontario, Canada
$15.7M +$512K +2,240 +3%
FSC
216
Full Sail Capital
Oklahoma
$15.6M +$159K +694 +1%
CAAS
217
Capital Asset Advisory Services
Michigan
$15.4M +$1.69M +7,546 +12%
AA
218
AJ Advisors
Tennessee
$15.2M +$706K +3,088 +5%
GT
219
Glenview Trust
Kentucky
$14.9M +$88.7K +388 +0.6%
TCM
220
Twele Capital Management
Minnesota
$14.9M -$32K -140 -0.2%
CB
221
Cadence Bank
Mississippi
$14.9M +$1.51M +6,592 +11%
DC
222
DeDora Capital
California
$14.8M +$2.23M +9,745 +18%
GWM
223
GDS Wealth Management
Texas
$14.6M +$386K +1,689 +3%
WTC
224
WhitTier Trust Company
Nevada
$14.6M +$599K +2,620 +4%
BA
225
Bristlecone Advisors
Washington
$14.6M +$148K +646 +1%
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