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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,958 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, 874 increasing their positions, 640 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
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
874
Reduced
640
Closed
70
Calls
$24M
Puts
$25.4M
Net Calls
-$1.34M
Net Calls Change
-$11.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.95B
2
Wells Fargo
2
Wells Fargo
California
$1.22B
3
GC
3
Grimes & Company
Massachusetts
$160M
4
WL
4
WIT LLC
District of Columbia
$111M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$165M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.53M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$426M
3
S
3
SignatureFD
Georgia
$199M
4
Ameriprise
4
Ameriprise
Minnesota
$486M
5
PPFA
5
Provida Pension Fund Administrator
Chile
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$41.1M +$148K +626 +0.4%
MG
102
MilWealth Group
Wisconsin
$39.8M +$497K +2,094 +1%
PA
103
Parallel Advisors
California
$39.7M -$1.18M -4,977 -3%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$39.1M +$3.67M +15,488 +10%
SW
105
SoFi Wealth
California
$39.1M +$2.84M +11,959 +8%
NA
106
NewEdge Advisors
Louisiana
$38.9M -$895K -3,772 -2%
DIA
107
Davidson Investment Advisors
Montana
$38.8M -$7.7M -32,457 -17%
JIC
108
Joel Isaacson & Co
New York
$37.3M +$2.58M +10,891 +7%
CL
109
Choreo LLC
Illinois
$36.4M +$706K +4,613 +2%
IFPL
110
Investments & Financial Planning LLC
Kentucky
$36.3M +$25.6K +108 +0.1%
AFAS
111
Acorn Financial Advisory Services
Virginia
$36.3M -$117K -495 -0.3%
HIMC
112
Heritage Investors Management Corp
Maryland
$35.7M -$1.27M -5,366 -3%
Betterment LLC
113
Betterment LLC
New York
$35.4M +$1.34M +5,647 +4%
CFFP
114
Center for Financial Planning
Michigan
$35.2M +$669K +2,822 +2%
AA
115
Aufman Associates
Pennsylvania
$35.1M -$247K -1,041 -0.7%
AWS
116
Atria Wealth Solutions
New York
$34.9M +$2.94M +12,361 +9%
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$34.4M -$1.56M -6,571 -4%
AllianceBernstein
118
AllianceBernstein
Tennessee
$34.4M -$1.86M -7,858 -5%
Legacy Financial Group (Iowa)
119
Legacy Financial Group (Iowa)
Iowa
$34M +$401K +1,691 +1%
MLFP
120
MPS Loria Financial Planners
Illinois
$33.9M +$966K +4,072 +3%
CWM
121
Connecticut Wealth Management
Connecticut
$33.8M -$569K -2,400 -2%
PWLP
122
Prio Wealth Limited Partnership
Massachusetts
$33.6M +$298K +1,255 +0.9%
W
123
Wealthquest
Ohio
$33.5M +$1.92M +8,174 +6%
CCG
124
Chatham Capital Group
Georgia
$33.4M +$807K +3,403 +2%
NW
125
NewEdge Wealth
Pennsylvania
$33.3M +$3.01M +12,694 +10%
3 4
5
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