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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 %
PS
326
Principal Securities
Iowa
$11.1M +$772K +3,211 +7%
BEI
327
Benjamin Edwards Inc
Missouri
$11.1M -$443K -1,844 -4%
USCWA
328
U.S. Capital Wealth Advisors
Texas
$11.1M -$552K -2,299 -5%
SMA
329
Sage Mountain Advisors
Georgia
$11M -$70.6K -294 -0.6%
SFA
330
Spectrum Financial Alliance
Kentucky
$11M +$273K +1,137 +3%
RWI
331
Red Wave Investments
Pennsylvania
$11M -$296K -1,231 -3%
PP
332
PDS Planning
Ohio
$11M -$173K -719 -2%
FWM
333
Focused Wealth Management
New York
$11M +$393K +1,634 +4%
CIA
334
Concurrent Investment Advisors
Florida
$10.9M +$2.18M +9,067 +25%
CG
335
Caprock Group
Idaho
$10.9M +$51.7K +215 +0.5%
KCM
336
Kathmere Capital Management
Pennsylvania
$10.8M +$122K +509 +1%
CSP
337
Cary Street Partners
Virginia
$10.8M +$10.8M +45,020 New
CP
338
Capital Planning
Washington
$10.8M +$50.7K +211 +0.5%
OCBCO
339
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.7M +$10.7M +44,685 New
CCM
340
Chilton Capital Management
Texas
$10.7M -$388K -1,614 -3%
OWM
341
Orgel Wealth Management
Wisconsin
$10.7M +$43K +179 +0.4%
PIS
342
POM Investment Strategies
North Carolina
$10.6M +$10.6M +44,262 New
BMC
343
Bear Mountain Capital
Washington
$10.6M -$115K -455 -1%
SCI
344
Silver Coast Investments
United States
$10.6M +$10.6M +44,224 New
PCA
345
Peddock Capital Advisors
Massachusetts
$10.6M +$491K +2,045 +5%
CF
346
Copperwynd Financial
Arizona
$10.5M +$10.5M +43,862 New
GWM
347
Gray Wealth Management
Maine
$10.5M +$518K +2,156 +5%
PWM
348
Perigon Wealth Management
California
$10.5M +$751K +3,033 +8%
FOFP
349
Fee-Only Financial Planning
South Carolina
$10.5M -$35.6K -148 -0.3%
MNA
350
Manning & Napier Advisors
New York
$10.5M -$56K -233 -0.5%
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