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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 %
BMCM
1076
Bryn Mawr Capital Management
Pennsylvania
$1.3M -$101K -420 -7%
SWM
1077
Silverlake Wealth Management
Vermont
$1.29M -$203K -846 -14%
SHFA
1078
SC&H Financial Advisors
Maryland
$1.29M – – –
JWM
1079
Jeppson Wealth Management
California
$1.29M -$481 -2 -0%
RCG
1080
Regatta Capital Group
California
$1.28M +$365K +1,520 +40%
BTI
1081
Blue Trust Inc
Georgia
$1.28M -$413K -1,719 -24%
FWA
1082
Flagship Wealth Advisors
Massachusetts
$1.27M +$1.27M +5,294 New
AC
1083
Addison Capital
Pennsylvania
$1.27M +$265K +1,105 +26%
WWM
1084
Western Wealth Management
Colorado
$1.27M -$85.1K -354 -6%
MW
1085
Maia Wealth
Colorado
$1.26M +$159K +639 +14%
FI
1086
FIDELIS iM
Oregon
$1.25M – – –
ORC
1087
O'Rourke & Company
Massachusetts
$1.25M +$41.8K +174 +3%
HWMO
1088
Heritage Wealth Management (Ohio)
Ohio
$1.25M +$31.5K +131 +3%
LA
1089
LexAurum Advisors
Kansas
$1.24M +$928K +3,863 +297%
PP
1090
Patron Partners
Texas
$1.24M +$154K +642 +14%
FBFS
1091
First Business Financial Services
Wisconsin
$1.23M – – –
CIA
1092
Choate Investment Advisors
Massachusetts
$1.23M – – –
DFA
1093
Delta Financial Advisors
Louisiana
$1.23M +$49.5K +206 +4%
CAM
1094
CPA Asset Management
Florida
$1.22M – – –
GFP
1095
Gryphon Financial Partners
Ohio
$1.22M -$79.3K -330 -6%
SFP
1096
Strategic Financial Partners
Oregon
$1.22M +$31K +129 +3%
FFA
1097
Founders Financial Alliance
North Carolina
$1.22M -$12.7K -53 -1%
LNWWM
1098
Laird Norton Wetherby Wealth Management
California
$1.22M +$721 +3 +0.1%
CAM
1099
Cidel Asset Management
Ontario, Canada
$1.21M – – –
RWM
1100
Revisor Wealth Management
Ohio
$1.21M -$129K -538 -10%
42 43
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