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Vanguard Small-Cap ETF
VB

Overview Fund Activity

2,161 hedge funds and large institutions have $54.7B invested in Vanguard Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 899 increasing their positions, 671 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,161
Holders Change
+202
Holders Change %
+10.31%
% of All Funds
28.76%
Holding in Top 10
220
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.18%
% of All Funds
2.93%
New
309
Increased
899
Reduced
671
Closed
72
Calls
$17.8M
Puts
$12.2M
Net Calls
+$5.62M
Net Calls Change
+$6.97M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$838M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$323M
3
Wells Fargo
Wells Fargo
California
+$130M
4
WL
WIT LLC
District of Columbia
+$102M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$71.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$68M
2
CWM
Connecticut Wealth Management
Connecticut
-$33.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.7M
4
KAS
Kestra Advisory Services
Texas
-$25.7M
5
BlackRock
BlackRock
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
301
OneAscent Financial Services
Alabama
$11.8M +$11.8M +49,091 New
WWWM
302
White Wing Wealth Management
Texas
$11.8M +$105K +436 +0.9%
APIM
303
Agate Pass Investment Management
Washington
$11.7M +$340K +1,413 +3%
OIA
304
OneDigital Investment Advisors
Kansas
$11.6M +$228K +947 +2%
VVP
305
Venture Visionary Partners
Ohio
$11.5M +$80.7K +336 +0.7%
JWM
306
JFG Wealth Management
Colorado
$11.5M +$673K +2,800 +6%
AWM
307
Aries Wealth Management
Maine
$11.5M +$93.9K +391 +0.8%
RPC
308
Rossmore Private Capital
Connecticut
$11.5M +$28.4K +118 +0.2%
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$11.4M +$21.4K +89 +0.2%
FNC
310
First National Corp
Massachusetts
$11.4M +$202K +840 +2%
QCM
311
QRG Capital Management
Illinois
$11.4M +$1.98M +8,247 +21%
CFP
312
Curran Financial Partners
South Carolina
$11.4M +$2.1M +8,739 +23%
P
313
&Partners
Tennessee
$11.3M +$3.61M +14,816 +47%
DW30
314
Drucker Wealth 3.0
New Jersey
$11.3M +$3.79M +15,773 +50%
JIC
315
Johnson Investment Counsel
Ohio
$11.3M +$472K +1,966 +4%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$11.2M -$148K -617 -1%
AF
317
Allworth Financial
California
$11.2M +$1.97M +7,827 +21%
CWA
318
Clarity Wealth Advisors
California
$11.2M +$505K +2,101 +5%
FHA
319
Flagship Harbor Advisors
Massachusetts
$11.2M -$598K -2,490 -5%
OCFG
320
O'Connor Financial Group
Illinois
$11.2M +$185K +768 +2%
CA
321
CSM Advisors
Pennsylvania
$11.2M +$2.49M +10,378 +29%
HNW
322
High Note Wealth
Minnesota
$11.2M +$110K +459 +1%
PP
323
PrairieView Partners
Minnesota
$11.2M -$17.6M -73,136 -61%
PPWP
324
Proquility Private Wealth Partners
Nevada
$11.2M +$328K +1,366 +3%
CA
325
CoreCap Advisors
Michigan
$11.1M +$530K +2,206 +5%
11 12
13
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