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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,959 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, 875 increasing their positions, 640 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
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
875
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
+$331M
2
Wells Fargo
Wells Fargo
California
+$174M
3
GC
Grimes & Company
Massachusetts
+$125M
4
WL
WIT LLC
District of Columbia
+$86M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$55M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$384M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$235M
3
S
SignatureFD
Georgia
-$143M
4
Ameriprise
Ameriprise
Minnesota
-$50.9M
5
PPFA
Provida Pension Fund Administrator
Chile
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Concurrent Investment Advisors
Florida
$8.6M +$3.67M +15,469 +74%
CA
377
CSM Advisors
Pennsylvania
$8.57M +$147K +621 +2%
BKA
378
Brick & Kyle Associates
Pennsylvania
$8.57M -$77.6K -327 -0.9%
Empower Advisory Group
379
Empower Advisory Group
Colorado
$8.55M +$24.7K +104 +0.3%
PCA
380
Prosperity Capital Advisors
Ohio
$8.52M +$1.47M +6,200 +21%
Lazard Asset Management
381
Lazard Asset Management
New York
$8.52M – – –
WMG
382
WESCAP Management Group
California
$8.48M +$203K +855 +2%
UFA
383
US Financial Advisors
Massachusetts
$8.48M -$172K -725 -2%
NL
384
NWAM LLC
Washington
$8.41M +$8.41M +35,434 New
GHAM
385
Gilman Hill Asset Management
Connecticut
$8.38M -$405K -1,707 -5%
EWA
386
Exencial Wealth Advisors
Oklahoma
$8.35M -$532K -2,242 -6%
B
387
Bailard
California
$8.33M – – –
SCA
388
Sandy Cove Advisors
Massachusetts
$8.3M +$191K +807 +2%
WA
389
Waverly Advisors
Alabama
$8.25M -$283K -1,192 -3%
FWM
390
Fonville Wealth Management
Virginia
$8.24M -$258K -1,084 -3%
WA
391
Wambolt & Associates
Colorado
$8.23M +$1.24M +5,265 +18%
HFS
392
Hoge Financial Services
Pennsylvania
$8.21M -$132K -555 -2%
WFPG
393
Waller Financial Planning Group
Ohio
$8.17M -$53.4K -225 -0.6%
SAM
394
Sawgrass Asset Management
Florida
$8.16M -$298K -1,255 -4%
PWM
395
Praetorian Wealth Management
California
$8.13M -$49.6K -209 -0.6%
RI
396
Rinkey Investments
California
$8.12M +$8.12M +34,232 New
GA
397
GoalVest Advisory
New York
$8.1M +$364K +1,534 +5%
WIM
398
Warwick Investment Management
Texas
$8.08M +$8.78K +37 +0.1%
CTA
399
Chesley Taft & Associates
Illinois
$8.06M +$465K +1,960 +6%
BDF
400
Black Diamond Financial
Maryland
$8.03M -$39.9K -168 -0.5%
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