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 %
VWA
501
Visionary Wealth Advisors
Illinois
$6.06M +$682K +2,838 +13%
FF
502
Farrell Financial
New York
$6.06M -$11.3K -47 -0.2%
WLIM
503
White Lighthouse Investment Management
Massachusetts
$6.02M +$42K +175 +0.7%
BFP
504
Beacon Financial Planning
Massachusetts
$6.02M +$731K +3,042 +14%
BCM
505
BluePointe Capital Management
California
$6.02M +$901K +3,750 +18%
CCA
506
Cadent Capital Advisors
Oklahoma
$6.01M +$50.5K +210 +0.8%
PFS
507
Prospera Financial Services
Texas
$6.01M +$592K +2,460 +11%
ACP
508
Aveo Capital Partners
Colorado
$6M +$327K +1,361 +6%
AWMNH
509
Arcadia Wealth Management (New Hampshire)
New Hampshire
$6M +$243K +1,012 +4%
CPA
510
Cathy Pareto & Associates
Florida
$6M +$6M +24,984 New
TYCC
511
Texas Yale Capital Corp
Florida
$5.99M +$635K +2,642 +12%
RWM
512
Rialto Wealth Management
New York
$5.97M +$5.97M +24,841 New
GCP
513
Gill Capital Partners
Colorado
$5.96M +$115K +480 +2%
BF
514
Brooklyn FI
New York
$5.95M +$242K +1,009 +4%
CCM
515
Condor Capital Management
New Jersey
$5.94M -$5.04M -20,962 -46%
FPB
516
First PREMIER Bank
South Dakota
$5.93M -$23.5K -98 -0.4%
EWM
517
Evercore Wealth Management
New York
$5.91M -$536K -2,229 -8%
CFGS
518
Concourse Financial Group Securities
Alabama
$5.85M +$1.78M +7,076 +44%
FMC
519
First Merchants Corp
Indiana
$5.81M -$113K -471 -2%
BA
520
Brightwater Advisory
Florida
$5.81M -$165K -686 -3%
FTS
521
Fifth Third Securities
Ohio
$5.73M +$537K +2,233 +10%
GWM
522
Greenhouse Wealth Management
Connecticut
$5.72M +$99.2K +413 +2%
CA
523
Continuum Advisory
Idaho
$5.71M +$422K +1,756 +8%
BDFN
524
Bond & Devick Financial Network
Minnesota
$5.69M – – –
QIM
525
Quest Investment Management
Oregon
$5.67M -$42.3K -176 -0.7%
19 20
21
22 23