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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 %
BC
726
Barrett & Company
Rhode Island
$2.81M +$409K +1,723 +17%
Fiera Capital (Canada)
727
Fiera Capital (Canada)
Quebec, Canada
$2.8M +$15.7K +66 +0.6%
GWA
728
Gibson Wealth Advisors
Texas
$2.8M +$6.64K +28 +0.2%
PWM
729
Paulson Wealth Management
Illinois
$2.79M -$559K -2,358 -17%
TIM
730
Tortoise Investment Management
New York
$2.79M -$4.98K -21 -0.2%
MGWA
731
Monument Group Wealth Advisors
Massachusetts
$2.79M – – –
SEI Investments
732
SEI Investments
Pennsylvania
$2.77M -$8.07K -34 -0.3%
D.E. Shaw & Co
733
D.E. Shaw & Co
New York
$2.76M -$1.92M -8,105 -41%
CI
734
Cordant Inc
Oregon
$2.75M +$54.6K +230 +2%
CAMG
735
CWA Asset Management Group
Florida
$2.74M +$2.74M +11,536 New
DWT
736
Dorsey & Whitney Trust
South Dakota
$2.71M +$18.7K +79 +0.7%
ASG
737
Ariston Services Group
California
$2.7M -$32.7K -138 -1%
HWP
738
Heritage Wealth Partners
Ohio
$2.69M +$2.69M +11,357 New
WJWM
739
Williams Jones Wealth Management
New York
$2.69M +$136K +573 +5%
TFM
740
TFC Financial Management
Massachusetts
$2.67M -$31.5K -133 -1%
SW
741
SkyOak Wealth
Michigan
$2.66M +$31.3K +132 +1%
NEWAS
742
N.E.W. Advisory Services
Wisconsin
$2.65M +$179K +755 +7%
FAIM
743
Financial Advocates Investment Management
Washington
$2.65M -$11.1K -47 -0.4%
PA
744
Procyon Advisors
Connecticut
$2.64M -$40.1K -169 -1%
CWM
745
Cranbrook Wealth Management
Michigan
$2.63M -$116K -490 -4%
HFAS
746
Hummer Financial Advisory Services
Illinois
$2.63M -$30.2K -127 -1%
BCA
747
Bay Colony Advisors
Massachusetts
$2.63M -$2.98M -12,542 -53%
KA
748
Klingman & Associates
New York
$2.63M -$8.3K -35 -0.3%
JWA
749
JFS Wealth Advisors
Pennsylvania
$2.61M +$2.48M +10,447 +1,949%
JPLA
750
Joseph P. Lucia & Associates
New York
$2.6M +$348K +1,466 +15%
28 29
30
31 32