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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 %
KWA
776
Kingswood Wealth Advisors
California
$2.46M -$2.96M -12,462 -55%
PFSC
777
Peoples Financial Services Corp
Pennsylvania
$2.46M +$30.4K +128 +1%
OFG
778
Oxford Financial Group
Indiana
$2.45M – – –
MA
779
Modus Advisors
Minnesota
$2.44M -$367K -1,547 -13%
VCM
780
Viewpoint Capital Management
Washington
$2.44M – – –
EFG
781
Embree Financial Group
Illinois
$2.43M +$34.9K +147 +1%
BWM
782
Brickley Wealth Management
California
$2.43M -$10.2K -43 -0.4%
BWM
783
Boyd Wealth Management
California
$2.41M -$73.5K -310 -3%
SFWC
784
Strategic Family Wealth Counselors
New Jersey
$2.39M -$37K -156 -2%
TW
785
Traveka Wealth
California
$2.39M – – –
SC
786
SouthState Corp
Florida
$2.38M -$32.7K -138 -1%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$2.37M -$205K -865 -8%
SSW
788
Stone Summit Wealth
Florida
$2.36M +$136K +572 +6%
PWP
789
Principle Wealth Partners
Connecticut
$2.36M +$74.3K +313 +3%
SWM
790
SigFig Wealth Management
California
$2.36M -$333K -1,403 -12%
Vontobel Holding
791
Vontobel Holding
Switzerland
$2.35M -$27.5K -116 -1%
SFS
792
Security Financial Services
Indiana
$2.33M -$7.83K -33 -0.3%
WTA
793
Washington Trust Advisors
Massachusetts
$2.33M +$127K +534 +6%
VCM
794
Vivaldi Capital Management
Illinois
$2.3M -$55.3K -233 -2%
TA
795
TFB Advisors
Kansas
$2.3M +$280K +1,181 +14%
EWA
796
Encompass Wealth Advisors
Oregon
$2.3M +$67.8K +286 +3%
IAG
797
Investment Advisory Group
Massachusetts
$2.29M +$251K +1,058 +12%
WP
798
Wealthspan Partners
Iowa
$2.28M +$33.9K +143 +2%
MAM
799
Marquette Asset Management
Minnesota
$2.28M -$75.9K -320 -3%
EGWAG
800
Elwood & Goetz Wealth Advisory Group
Georgia
$2.28M -$12.3K -52 -0.5%
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