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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 %
FPAS
201
Focus Partners Advisor Solutions
Missouri
$16.2M +$6.27M +28,768 +63%
MWC
202
MBM Wealth Consultants
Missouri
$16M +$214K +992 +1%
WCWM
203
Wooster Corthell Wealth Management
Connecticut
$16M -$11.8K -54 -0.1%
AM
204
AGF Management
Ontario, Canada
$15.8M +$819K +3,755 +5%
BPA
205
Beacon Pointe Advisors
California
$15.8M -$1.07M -4,902 -6%
SIC
206
Salem Investment Counselors
North Carolina
$15.7M -$28.9K -132 -0.2%
GAM
207
Gemmer Asset Management
California
$15.7M +$144K +661 +0.9%
PCM
208
Permanent Capital Management
Illinois
$15.5M +$15.5M +65,367 New
Financial Engines Advisors
209
Financial Engines Advisors
California
$15.5M +$5.3M +24,256 +52%
AAS
210
Annex Advisory Services
Wisconsin
$15.5M -$770K -3,532 -5%
HWM
211
HB Wealth Management
Georgia
$15.3M -$797K -3,654 -5%
CWAG
212
Compton Wealth Advisory Group
Virginia
$15.3M +$275K +1,259 +2%
SA
213
SAM Advisors
California
$15.2M -$90.9K -417 -0.6%
DWP
214
Daymark Wealth Partners
Ohio
$15.2M +$2.04M +9,366 +16%
GVAG
215
Great Valley Advisor Group
Delaware
$15.1M +$42.7K +196 +0.3%
AFG
216
Atomi Financial Group
New York
$15M +$4.47M +20,480 +42%
BFS
217
Bradley Foster & Sargent
Connecticut
$14.9M -$1.06M -4,882 -7%
CB
218
Cadence Bank
Mississippi
$14.9M +$702K +3,220 +5%
DC
219
DeDora Capital
California
$14.9M +$774K +3,550 +5%
G
220
GenTrust
Florida
$14.8M -$1.66M -7,572 -10%
FSC
221
Full Sail Capital
Oklahoma
$14.8M -$107K -490 -0.7%
CAM
222
Cresset Asset Management
Illinois
$14.8M +$4.07M +18,621 +38%
BTWM
223
Brass Tax Wealth Management
Ohio
$14.7M +$1.83M +8,402 +14%
GT
224
Glenview Trust
Kentucky
$14.7M +$395K +1,813 +3%
CA
225
Crane Advisory
California
$14.6M +$665K +3,073 +5%
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