VB icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.32%
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
Bank of America
North Carolina
$5.95B
2
Wells Fargo
Wells Fargo
California
$1.22B
3
GC
Grimes & Company
Massachusetts
$160M
4
WL
WIT LLC
District of Columbia
$111M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$165M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$1.53M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$426M
3
S
SignatureFD
Georgia
$199M
4
Ameriprise
Ameriprise
Minnesota
$486M
5
PPFA
Provida Pension Fund Administrator
Chile
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
251
Wealth Architects
California
$14.1M -$406K -1,712 -3%
Lido Advisors
252
Lido Advisors
California
$14M +$1.06M +4,460 +8%
WT
253
Whittier Trust
California
$13.9M -$214K -902 -2%
IHWM
254
Iron Horse Wealth Management
Iowa
$13.8M +$629K +2,650 +5%
CFS
255
CRA Financial Services
New Jersey
$13.7M +$458K +1,932 +3%
William Blair & Company
256
William Blair & Company
Illinois
$13.6M +$1.12M +4,711 +9%
EWA
257
EverSource Wealth Advisors
Alabama
$13.6M +$326K +1,373 +2%
BRWA
258
B. Riley Wealth Advisors
Florida
$13.5M +$571K +2,418 +4%
CAI
259
Capital Advisors Inc
Oklahoma
$13.5M -$19.2K -81 -0.1%
HF
260
Halpern Financial
Virginia
$13.5M +$1.66M +7,076 +14%
SWP
261
Stratos Wealth Partners
Ohio
$13.5M +$170K +717 +1%
SCA
262
STALEY CAPITAL ADVISERS
Pennsylvania
$13.2M +$13K +55 +0.1%
AF
263
Arrow Financial
New York
$12.8M -$1.13M -4,764 -8%
ME
264
McIlrath & Eck
Washington
$12.8M +$1.84M +7,752 +17%
OC
265
Oppenheimer & Co
New York
$12.7M -$2.18M -9,204 -15%
EWM
266
Empirical Wealth Management
Washington
$12.7M -$95.4K -402 -0.7%
NFW
267
Noble Family Wealth
Florida
$12.5M +$1.01M +4,276 +9%
PSA
268
Plum Street Advisors
Louisiana
$12.5M +$484K +2,041 +4%
AA
269
Atmos Advisory
Pennsylvania
$12.5M +$461K +1,942 +4%
GM
270
GeoWealth Management
Illinois
$12.4M +$3.54M +14,943 +40%
AMG
271
Asset Management Group
Connecticut
$12.4M +$43.4K +183 +0.4%
BFG
272
Bleakley Financial Group
New Jersey
$12.3M -$272K -1,146 -2%
CNBT
273
Canandaigua National Bank & Trust
New York
$12.3M +$673K +2,837 +6%
GWM
274
GoalFusion Wealth Management
Texas
$12.2M +$719K +3,029 +6%
First Manhattan
275
First Manhattan
New York
$12.1M +$1.16M +4,894 +11%
9 10
11
12 13