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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 %
XF
1176
XML Financial
Maryland
$802K -$3.8K -16 -0.5%
CIA
1177
Cohen Investment Advisors
New Hampshire
$800K +$52.9K +223 +7%
BBPWM
1178
Blue Bell Private Wealth Management
Pennsylvania
$800K -$50.8K -214 -6%
LIA
1179
LifePlan Investment Advisors
North Carolina
$799K +$151K +637 +23%
1WA
1180
180 Wealth Advisors
Washington
$796K +$482K +2,032 +154%
FPTW
1181
Franklin, Parlapiano, Turner & Welch
Texas
$793K – – –
PAIM
1182
Punch & Associates Investment Management
Minnesota
$792K +$792K +3,340 New
BONH
1183
Bank of New Hampshire
New Hampshire
$790K -$60.5K -255 -7%
BCM
1184
Becker Capital Management
Oregon
$788K – – –
SJL
1185
Shayne & Jacobs LLC
Tennessee
$788K – – –
AWM
1186
Arista Wealth Management
Nevada
$786K +$4.27K +18 +0.5%
COCM
1187
Charter Oak Capital Management
New Hampshire
$786K +$63.8K +269 +9%
MAG
1188
M3 Advisory Group
Massachusetts
$784K +$101K +427 +15%
FIM
1189
Freedom Investment Management
Connecticut
$780K -$949 -4 -0.1%
SFSG
1190
Sound Financial Strategies Group
Mississippi
$779K -$8.3K -35 -1%
TPW
1191
Talon Private Wealth
Florida
$778K +$778K +3,278 New
WFAG
1192
Wescott Financial Advisory Group
Pennsylvania
$773K -$115K -485 -13%
WP
1193
WealthShield Partners
North Carolina
$772K +$139K +585 +22%
ATI
1194
ARK & TLK Investments
Oklahoma
$770K – – –
RW
1195
REDW Wealth
New Mexico
$763K -$42.9K -181 -5%
AWA
1196
Adapt Wealth Advisors
Georgia
$760K -$350K -1,475 -32%
MPCG
1197
Matrix Private Capital Group
New York
$760K – – –
ZB
1198
Zions Bancorporation
Utah
$758K +$200K +845 +36%
WCF
1199
West Coast Financial
California
$749K – – –
BWM
1200
Birchcreek Wealth Management
Ohio
$747K -$31.5K -133 -4%
46 47
48
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