VB icon

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 %
CWG
1026
Cornerstone Wealth Group
North Carolina
$1.44M +$69.2K +288 +5%
SWA
1027
Sightline Wealth Advisors
Connecticut
$1.44M -$68.7K -286 -5%
MAS
1028
Madden Advisory Services
Florida
$1.43M -$8.17K -34 -0.6%
BCP
1029
Berkeley Capital Partners
Georgia
$1.43M +$19K +79 +1%
RFP
1030
Root Financial Partners
California
$1.43M +$281K +1,169 +24%
HCM
1031
Howland Capital Management
Massachusetts
$1.43M +$51.7K +215 +4%
KP
1032
Keel Point
Alabama
$1.43M +$97.8K +407 +7%
DWM
1033
Dogwood Wealth Management
Kansas
$1.43M – – –
SPWM
1034
Schrum Private Wealth Management
Florida
$1.41M -$865K -3,600 -38%
IBOK
1035
Independence Bank of Kentucky
Kentucky
$1.41M +$143K +595 +11%
MWA
1036
Muirfield Wealth Advisors
North Carolina
$1.4M +$70.4K +293 +5%
GT
1037
Greenleaf Trust
Michigan
$1.39M +$15.4K +64 +1%
DFC
1038
DBK Financial Counsel
Ohio
$1.39M -$11.3K -47 -0.8%
GC
1039
Gibson Capital
Pennsylvania
$1.39M – – –
CFP
1040
Cascade Financial Partners
California
$1.39M -$2.16K -9 -0.2%
VFPW
1041
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.39M -$211K -878 -13%
CSIC
1042
Clifford Swan Investment Counsel
California
$1.38M +$481 +2 +0%
TPWA
1043
Twin Peaks Wealth Advisors
California
$1.38M +$99.7K +415 +8%
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$1.38M +$6.01K +25 +0.4%
FFP
1045
Freedom Financial Partners
Minnesota
$1.37M +$1.37M +5,721 New
LG
1046
LAM Group
Oregon
$1.37M – – –
PCS
1047
Private Client Services
Kentucky
$1.36M -$559K -2,326 -29%
MWP
1048
Meridian Wealth Partners
Pennsylvania
$1.36M -$19.7K -82 -1%
CPA
1049
Cardiff Park Advisors
California
$1.36M +$8.41K +35 +0.6%
EPP
1050
ETF Portfolio Partners
Kansas
$1.36M -$425K -1,767 -24%
40 41
42
43 44