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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 %
GWANC
951
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.47M +$75K +316 +5%
SSWG
952
Seven Springs Wealth Group
Tennessee
$1.46M – – –
GWMIA
953
Global Wealth Management Investment Advisory
Florida
$1.46M +$37.5K +158 +3%
ULWM
954
Upper Left Wealth Management
Florida
$1.46M +$126K +540 +9%
GFS
955
GYL Financial Synergies
Connecticut
$1.45M +$83K +350 +6%
FPIS
956
Financial Planning & Information Services
Wisconsin
$1.45M -$14.5K -61 -1%
BFG
957
Baron Financial Group
New Jersey
$1.44M +$73.3K +309 +5%
PWMG
958
Pioneer Wealth Management Group
Texas
$1.44M -$228K -961 -14%
GPW
959
Gray Private Wealth
Massachusetts
$1.43M +$712 +3 +0%
KCM
960
Kendall Capital Management
Maryland
$1.43M – – –
MAS
961
Madden Advisory Services
Florida
$1.42M +$32K +135 +2%
STB
962
S&T Bank
Pennsylvania
$1.42M – – –
BIA
963
Bell Investment Advisors
California
$1.41M -$949 -4 -0.1%
DWM
964
Dogwood Wealth Management
Kansas
$1.41M +$237 +1 +0%
RH
965
RFG Holdings
Texas
$1.4M -$18.7K -79 -1%
BCP
966
Berkeley Capital Partners
Georgia
$1.39M +$86.8K +366 +7%
DFC
967
DBK Financial Counsel
Ohio
$1.38M – – –
BMCM
968
Bryn Mawr Capital Management
Pennsylvania
$1.38M – – –
EAM
969
Evanson Asset Management
California
$1.38M +$77.8K +328 +6%
CWA
970
Cornerstone Wealth Advisors
Minnesota
$1.38M +$28.5K +120 +2%
CFP
971
Cascade Financial Partners
California
$1.38M – – –
GKIM
972
GW&K Investment Management
Massachusetts
$1.37M +$51.2K +216 +4%
GC
973
Gibson Capital
Pennsylvania
$1.37M – – –
CSIC
974
Clifford Swan Investment Counsel
California
$1.36M – – –
MWP
975
Meridian Wealth Partners
Pennsylvania
$1.36M -$26.3K -111 -2%
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