VB icon

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 %
CFGF
376
Compass Financial Group (Florida)
Florida
$9.42M -$334K -1,392 -3%
SHWM
377
Smith & Howard Wealth Management
Georgia
$9.38M +$12.5K +52 +0.1%
HAC
378
Harbor Advisory Corp
New Hampshire
$9.29M +$1.17M +4,879 +14%
SCTC
379
Sanibel Captiva Trust Company
Florida
$9.29M +$366K +1,523 +4%
DWM
380
Diversify Wealth Management
Utah
$9.28M +$299K +1,257 +3%
BWS
381
Buck Wealth Strategies
Colorado
$9.28M +$4.07M +16,922 +78%
HWM
382
Horizons Wealth Management
North Carolina
$9.27M +$35.3K +147 +0.4%
SC
383
Steph & Co
Wisconsin
$9.21M -$1.03M -4,288 -10%
Empower Advisory Group
384
Empower Advisory Group
Colorado
$9.12M +$459K +1,910 +5%
FAI
385
Fiduciary Advisors Inc
Missouri
$9.1M +$9.1M +37,886 New
ECM
386
Evergreen Capital Management
Washington
$9.06M -$303K -1,261 -3%
RH
387
RFG Holdings
Texas
$9.05M +$7.63M +31,758 +539%
BWA
388
BlueSky Wealth Advisors
North Carolina
$9.04M -$205K -853 -2%
SHGA
389
Sand Hill Global Advisors
California
$9.02M -$178K -741 -2%
BCA
390
Bray Capital Advisors
Florida
$9M -$121K -504 -1%
RI
391
Rinkey Investments
California
$8.94M +$714K +2,971 +9%
PW
392
Peninsula Wealth
California
$8.94M -$105K -436 -1%
BP
393
Ballentine Partners
Massachusetts
$8.89M -$26.2K -109 -0.3%
LFP
394
Leeward Financial Partners
Washington
$8.89M +$1.19M +4,953 +15%
RSWM
395
Robertson Stephens Wealth Management
California
$8.88M -$2.29M -9,511 -20%
SAM
396
Sawgrass Asset Management
Florida
$8.83M +$559K +2,325 +7%
BWM
397
Benchmark Wealth Management
Connecticut
$8.83M -$78.6K -327 -0.9%
WIA
398
World Investment Advisors
California
$8.76M -$1.37M -5,705 -14%
WFPG
399
Waller Financial Planning Group
Ohio
$8.76M +$486K +2,022 +6%
FCI
400
Financial Counselors Inc
Kansas
$8.73M +$1.84M +7,670 +27%
14 15
16
17 18