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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 %
KFP
1001
KMG Fiduciary Partners
Ohio
$1.29M -$93K -392 -7%
HP
1002
Holistic Planning
Texas
$1.29M -$225K -948 -15%
GFP
1003
Gryphon Financial Partners
Ohio
$1.29M +$53.6K +226 +4%
BAM
1004
BOS Asset Management
Illinois
$1.28M +$3.32K +14 +0.3%
AFG
1005
Allegheny Financial Group
Pennsylvania
$1.28M +$24.9K +105 +2%
SHFA
1006
SC&H Financial Advisors
Maryland
$1.28M -$712 -3 -0.1%
JWM
1007
Jeppson Wealth Management
California
$1.27M – – –
TPWA
1008
Twin Peaks Wealth Advisors
California
$1.27M +$357K +1,503 +39%
TA
1009
TFG Advisers
Michigan
$1.26M -$9.96K -42 -0.8%
TP
1010
Tranquility Partners
Tennessee
$1.26M +$40.6K +171 +3%
NJIM
1011
Nabity-Jensen Investment Management
Nebraska
$1.25M +$35.3K +149 +3%
IBOK
1012
Independence Bank of Kentucky
Kentucky
$1.25M -$75K -316 -6%
TFF
1013
The Family Firm
Maryland
$1.24M +$109K +461 +10%
VA
1014
Vident Advisory
Georgia
$1.24M – – –
FFO
1015
Fortitude Family Office
Arizona
$1.24M – – –
MI
1016
Moneywise Inc
Virginia
$1.24M -$96.5K -407 -7%
CWA
1017
Cascade Wealth Advisors
Washington
$1.24M -$224K -945 -15%
FI
1018
FIDELIS iM
Oregon
$1.23M – – –
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M +$153K +645 +14%
FBFS
1020
First Business Financial Services
Wisconsin
$1.22M – – –
CIA
1021
Choate Investment Advisors
Massachusetts
$1.21M -$1.13M -4,750 -48%
FFA
1022
Founders Financial Alliance
North Carolina
$1.21M -$42.2K -178 -3%
CIC
1023
Carnegie Investment Counsel
Ohio
$1.21M -$185K -778 -13%
CAM
1024
CPA Asset Management
Florida
$1.21M – – –
HWMO
1025
Heritage Wealth Management (Ohio)
Ohio
$1.2M -$77.1K -325 -6%
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