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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.

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 %
KPWS
326
Kestra Private Wealth Services
Texas
$10.3M +$1.34M +5,632 +15%
PS
327
Principal Securities
Iowa
$10.2M +$4.61M +19,454 +82%
BMC
328
Bear Mountain Capital
Washington
$10.2M -$25K -104 -0.2%
SC
329
Steph & Co
Wisconsin
$10.1M -$108K -457 -1%
JFG
330
JDM Financial Group
Texas
$10.1M +$995K +4,193 +11%
EWA
331
Evolution Wealth Advisors
Florida
$10.1M +$28.5K +120 +0.3%
VF
332
Vawter Financial
Ohio
$10.1M +$167K +703 +2%
TCOTS
333
Trust Company of the South
North Carolina
$10M +$1.12M +4,740 +13%
FTWA
334
Fifth Third Wealth Advisors
Ohio
$10M +$2.52M +10,626 +34%
LIG
335
Lokken Investment Group
Delaware
$10M +$241K +1,015 +2%
WIA
336
World Investment Advisors
California
$10M +$4.36M +18,387 +77%
PA
337
Parkside Advisors
California
$9.98M -$40K -168 -0.4%
TCM
338
TD Capital Management
Tennessee
$9.97M -$43.4K -183 -0.4%
PCA
339
Peddock Capital Advisors
Massachusetts
$9.95M +$689K +2,905 +7%
CTWM
340
Cherry Tree Wealth Management
Minnesota
$9.89M -$32K -135 -0.3%
GWM
341
Gray Wealth Management
Maine
$9.89M +$338K +1,425 +4%
CIA
342
Compass Ion Advisors
Pennsylvania
$9.88M -$574K -2,418 -5%
Kovitz Investment Group Partners
343
Kovitz Investment Group Partners
Illinois
$9.74M +$2.9M +14,120 +42%
NAMP
344
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.7M -$110K -465 -1%
NAS
345
Nicolet Advisory Services
Wisconsin
$9.66M +$98.2K +420 +1%
FAM
346
Frontier Asset Management
Wyoming
$9.66M +$242K +1,019 +3%
CWM
347
Circle Wealth Management
New Jersey
$9.65M – – –
ATPW
348
Ashton Thomas Private Wealth
Arizona
$9.63M +$123K +518 +1%
CFGF
349
Compass Financial Group (Florida)
Florida
$9.63M +$92K +388 +1%
PWM
350
Perigon Wealth Management
California
$9.37M -$5.32M -22,440 -36%
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