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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 %
AFS
401
Axiom Financial Strategies
Indiana
$8.72M -$2.37M -9,848 -21%
BKA
402
Brick & Kyle Associates
Pennsylvania
$8.68M +$961 +4 +0%
RWP
403
RWA Wealth Partners
Massachusetts
$8.68M +$962K +4,003 +12%
WMG
404
WESCAP Management Group
California
$8.65M +$53.8K +224 +0.6%
UFA
405
US Financial Advisors
Massachusetts
$8.65M +$56.2K +234 +0.7%
Lazard Asset Management
406
Lazard Asset Management
New York
$8.63M – – –
JJBC
407
James J. Burns & Company
New York
$8.61M +$538K +2,239 +7%
EWA
408
Exencial Wealth Advisors
Oklahoma
$8.58M +$124K +516 +1%
SCA
409
Sandy Cove Advisors
Massachusetts
$8.57M +$170K +708 +2%
WA
410
Waverly Advisors
Alabama
$8.54M +$181K +754 +2%
Nuveen Asset Management
411
Nuveen Asset Management
Illinois
$8.5M +$2.87M +11,930 +51%
CTA
412
Chesley Taft & Associates
Illinois
$8.49M +$325K +1,352 +4%
NL
413
NWAM LLC
Washington
$8.46M -$51.7K -215 -0.6%
FWM
414
Fonville Wealth Management
Virginia
$8.45M +$117K +489 +1%
B
415
Bailard
California
$8.44M – – –
LIG
416
Lokken Investment Group
Delaware
$8.41M -$1.72M -7,167 -17%
HFS
417
Hoge Financial Services
Pennsylvania
$8.41M +$88.2K +367 +1%
JBA
418
Johnson Bixby & Associates
Washington
$8.38M +$691K +2,877 +9%
MCA
419
Magnolia Capital Advisors
Mississippi
$8.34M +$701K +2,919 +9%
CG
420
Cynosure Group
Utah
$8.17M +$5.25M +21,807 +180%
GA
421
GoalVest Advisory
New York
$8.17M -$33.2K -138 -0.4%
DWM
422
Dynasty Wealth Management
Florida
$8.12M +$71.4K +297 +0.9%
SAG
423
SageView Advisory Group
California
$8.08M +$3.32M +13,830 +70%
BDF
424
Black Diamond Financial
Maryland
$8.08M -$59.3K -247 -0.7%
AOI
425
Auto-Owners Insurance
Michigan
$8.07M – – –
15 16
17
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