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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 %
RFS
1151
Richardson Financial Services
Massachusetts
$1.04M -$409K -1,701 -28%
CFG
1152
Cooper Financial Group
California
$1.04M +$102K +424 +11%
BOM
1153
Bank of Marin
California
$1.03M – – –
BFA
1154
Beaumont Financial Advisors
Massachusetts
$1.03M +$63K +262 +6%
NGA
1155
Naples Global Advisors
Florida
$1.03M +$481 +2 +0%
TCM
1156
TABR Capital Management
California
$1.03M +$1.03M +4,279 New
S
1157
Sachetta
Massachusetts
$1.03M -$1.92K -8 -0.2%
HIA
1158
Harbor Investment Advisory
Maryland
$1.02M -$28.6K -119 -3%
VFP
1159
Verus Financial Partners
Virginia
$1.02M -$36.9K -155 -3%
ADL
1160
Asset Dedication LLC
California
$1.02M -$2.41M -10,035 -70%
FA
1161
Forefront Analytics
Pennsylvania
$1.02M -$50.9K -212 -5%
BFO
1162
Biltmore Family Office
North Carolina
$1.02M – – –
OWA
1163
Oak Wealth Advisors
Illinois
$1.01M +$1.01M +4,213 New
FFA
1164
Florida Financial Advisors
Florida
$1.01M +$409K +1,701 +68%
FAN
1165
Financial Advisors Network
California
$1.01M +$1.01M +4,189 New
WOC
1166
West Oak Capital
California
$1M – – –
IWB
1167
Innovative Wealth Building
Maryland
$1M +$1M +4,163 New
CPSAC
1168
Chas P. Smith & Associates (CPS)
Florida
$998K – – –
AL
1169
ACAS LLC
California
$997K -$118K -469 -11%
DI
1170
Disciplined Investments
Oklahoma
$996K +$961 +4 +0.1%
TI
1171
Tidal Investments
Wisconsin
$994K +$994K +4,138 New
LPAM
1172
Lodestar Private Asset Management
California
$992K +$28.1K +117 +3%
1SB
1173
1ST Source Bank
Indiana
$989K – – –
HNWAG
1174
High Net Worth Advisory Group
Florida
$987K +$148K +617 +18%
RTC
1175
Riverview Trust Company
Washington
$984K -$40.4K -168 -4%
45 46
47
48 49