VB icon

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 %
DWP
801
Destiny Wealth Partners
Florida
$2.28M -$2.14K -9 -0.1%
CFD
802
Creative Financial Designs
Indiana
$2.27M +$271K +1,144 +14%
LWM
803
Liberty Wealth Management
California
$2.26M +$43.2K +182 +2%
WAG
804
Wiser Advisor Group
Arizona
$2.26M -$103K -434 -4%
WIM
805
Westside Investment Management
California
$2.26M +$10.3K +44 +0.5%
TCA
806
Transcend Capital Advisors
New Jersey
$2.25M +$247K +1,041 +12%
SPWM
807
Schrum Private Wealth Management
Florida
$2.24M +$1.41M +5,960 +170%
PWP
808
Perfromance Wealth Partners
Illinois
$2.24M +$214K +902 +11%
FWS
809
FinDec Wealth Services
California
$2.21M +$2.37K +10 +0.1%
CM
810
Columbus Macro
Pennsylvania
$2.21M +$28.8K +121 +1%
SC
811
Scotia Capital
Ontario, Canada
$2.2M +$746K +3,143 +51%
NEPWA
812
New England Private Wealth Advisors
Massachusetts
$2.18M +$9.25K +39 +0.4%
HFW
813
Horizon Family Wealth
Illinois
$2.17M +$11.9K +50 +0.6%
CA
814
CGN Advisors
Kansas
$2.17M +$102K +429 +5%
FPCP
815
Fort Point Capital Partners
California
$2.17M +$18K +76 +0.8%
CI
816
Conning Inc
Connecticut
$2.15M – – –
MSWMA
817
Market Street Wealth Management Advisors
Indiana
$2.15M -$40.8K -172 -2%
GSWM
818
Greenup Street Wealth Management
Michigan
$2.13M +$195K +820 +10%
ACA
819
Affinity Capital Advisors
California
$2.1M -$156K -657 -7%
BFG
820
Berger Financial Group
Minnesota
$2.09M -$305K -1,284 -13%
BJL
821
Brighton Jones LLC
Washington
$2.08M -$717K -3,024 -26%
SAF
822
Smith Anglin Financial
Texas
$2.08M -$2.14K -9 -0.1%
RWM
823
Ritholtz Wealth Management
New York
$2.08M +$260K +1,098 +14%
OBWG
824
Onyx Bridge Wealth Group
New York
$2.08M +$2.85K +12 +0.1%
MAM
825
McLean Asset Management
Virginia
$2.07M +$5.92K +25 +0.3%
31 32
33
34 35