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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,958 hedge funds and large institutions have $35.3B invested in Vanguard Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 874 increasing their positions, 640 reducing their positions, and 70 closing their positions.

Holders
1,958
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.33%
Holding in Top 10
191
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.69%
% of All Funds
2.76%
New
153
Increased
874
Reduced
640
Closed
70
Calls
$24M
Puts
$25.4M
Net Calls
-$1.34M
Net Calls Change
-$11.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.95B
2
Wells Fargo
2
Wells Fargo
California
$1.22B
3
GC
3
Grimes & Company
Massachusetts
$160M
4
WL
4
WIT LLC
District of Columbia
$111M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$165M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.53M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$426M
3
S
3
SignatureFD
Georgia
$199M
4
Ameriprise
4
Ameriprise
Minnesota
$486M
5
PPFA
5
Provida Pension Fund Administrator
Chile
$67.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.95B 25,101,139 +1,396,838 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.74B 7,339,864 +155,228 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.71B 7,213,854 +173,693 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.24B 5,208,731 +210,649 +4%
Wells Fargo
5
Wells Fargo
California
$1.22B 5,129,701 +734,491 +17%
UBS Group
6
UBS Group
Switzerland
$956M 4,028,914 +67,516 +2%
LPL Financial
7
LPL Financial
California
$857M 3,612,385 +87,311 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$563M 2,397,255 +210,715 +10%
Ameriprise
9
Ameriprise
Minnesota
$486M 2,043,848 -214,089 -9%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$461M 1,942,941 +69,830 +4%
Goldman Sachs
11
Goldman Sachs
New York
$449M 1,891,744 -73,660 -4%
Creative Planning
12
Creative Planning
Kansas
$446M 1,880,342 +10,410 +0.6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$444M 1,872,168 +20,175 +1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$427M 1,800,718 +175,329 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$426M 1,795,888 -989,824 -36%
Charles Schwab
16
Charles Schwab
California
$424M 1,786,511 -32,606 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$382M 1,608,841 +29,721 +2%
Wealthfront Advisers
18
Wealthfront Advisers
California
$353M 1,486,797 +107,333 +8%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$346M 1,459,731 +53,310 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$329M 1,388,721 +127,522 +10%
Mariner
21
Mariner
Kansas
$314M 1,323,883 +81,537 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$252M 1,063,389 +25,886 +2%
Stifel Financial
23
Stifel Financial
Missouri
$249M 1,048,538 +23,252 +2%
MWM
24
Mission Wealth Management
California
$240M 1,013,079 +41,593 +4%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$226M 954,148 +51,516 +6%
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