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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 %
WA
851
WPG Advisers
Maryland
$2.32M +$2.32M +9,671 New
WIM
852
Westside Investment Management
California
$2.32M +$2.4K +10 +0.1%
WAG
853
Wiser Advisor Group
Arizona
$2.3M +$8.17K +34 +0.4%
SWM
854
SigFig Wealth Management
California
$2.27M -$112K -468 -5%
HWP
855
Heritage Wealth Partners
Ohio
$2.25M -$479K -1,994 -18%
Neuberger Berman Group
856
Neuberger Berman Group
New York
$2.24M +$1.24M +5,159 +124%
SFA
857
Semmax Financial Advisors
North Carolina
$2.24M -$1.78M -7,164 -44%
KHCM
858
Kirtland Hills Capital Management
Ohio
$2.23M +$1.14M +4,765 +105%
LWM
859
Liberty Wealth Management
California
$2.21M -$82.4K -343 -4%
BAM
860
BOS Asset Management
Illinois
$2.21M +$909K +3,785 +70%
SWP
861
Sagespring Wealth Partners
Tennessee
$2.2M +$2.2M +9,176 New
PWM
862
Paulson Wealth Management
Illinois
$2.2M -$634K -2,638 -22%
EP
863
Essential Planning
New Hampshire
$2.19M +$1.83M +7,524 +510%
CI
864
Conning Inc
Connecticut
$2.18M – – –
PIA
865
Perennial Investment Advisors
California
$2.18M +$223K +928 +11%
MSWMA
866
Market Street Wealth Management Advisors
Indiana
$2.17M -$5.29K -22 -0.2%
CA
867
CGN Advisors
Kansas
$2.16M -$32.7K -136 -1%
IWC
868
Infinity Wealth Counsel
Ohio
$2.15M +$2.15M +8,946 New
RWP
869
Revolve Wealth Partners
New Jersey
$2.15M +$221K +920 +11%
ACA
870
Affinity Capital Advisors
California
$2.13M -$8.95K -37 -0.4%
OBWG
871
Onyx Bridge Wealth Group
New York
$2.12M +$19.2K +80 +0.9%
RWM
872
Ritholtz Wealth Management
New York
$2.12M +$15.6K +65 +0.7%
FDCDDQ
873
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11M +$44K +183 +2%
CPA
874
Compass Planning Associates
Massachusetts
$2.11M +$2.11M +8,802 New
SAF
875
Smith Anglin Financial
Texas
$2.11M +$6.25K +26 +0.3%
33 34
35
36 37