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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 %
BRIA
1101
Balanced Rock Investment Advisors
Massachusetts
$967K -$3.32K -14 -0.3%
WTFG
1102
Wells Trecaso Financial Group
Ohio
$964K +$89.4K +377 +10%
DWS
1103
Discipline Wealth Solutions
South Carolina
$962K +$196K +827 +26%
BFA
1104
Beaumont Financial Advisors
Massachusetts
$957K – – –
CWM
1105
Cahill Wealth Management
Michigan
$957K +$1.19K +5 +0.1%
LDB
1106
Lee, Danner & Bass
Tennessee
$956K -$2.37K -10 -0.2%
SWM
1107
SFG Wealth Management
Maryland
$952K -$20.2K -85 -2%
LPAM
1108
Lodestar Private Asset Management
California
$951K -$3.8K -16 -0.4%
UB
1109
UMB Bank
Missouri
$951K +$949 +4 +0.1%
RWA
1110
River Wealth Advisors
Pennsylvania
$949K -$10.7K -45 -1%
VFIC
1111
Valley Forge Investment Consultants
Pennsylvania
$941K +$60.5K +255 +7%
BWA
1112
Bordeaux Wealth Advisors
California
$935K +$35.1K +148 +4%
BFM
1113
Boston Financial Management
Massachusetts
$934K -$10.7K -45 -1%
ECM
1114
Exchange Capital Management
Michigan
$932K -$67.6K -285 -7%
FA
1115
FC Advisory
Pennsylvania
$924K +$177K +748 +24%
CFG
1116
Cooper Financial Group
California
$922K +$149K +630 +19%
FIA
1117
Foundations Investment Advisors
Arizona
$922K -$37K -156 -4%
FL
1118
FreeGulliver LLC
Louisiana
$921K -$2.85K -12 -0.3%
KCIC
1119
Kuhn & Co Investment Counsel
Illinois
$914K -$24.4K -103 -3%
LWMNY
1120
Landmark Wealth Management (New York)
New York
$909K +$909K +3,830 New
FWIA
1121
Fort Washington Investment Advisors
Ohio
$908K +$85.6K +361 +10%
MWA
1122
Midland Wealth Advisors
Illinois
$908K – – –
RCG
1123
Regatta Capital Group
California
$901K – – –
WA
1124
Waterford Advisors
New York
$901K – – –
FCIM
1125
Fairview Capital Investment Management
California
$900K +$16.6K +70 +2%
43 44
45
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