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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 %
WP
1301
WealthShield Partners
North Carolina
$763K -$18.3K -76 -2%
CWMS
1302
Cannon Wealth Management Services
North Carolina
$762K +$145K +588 +23%
FHB
1303
First Hawaiian Bank
Hawaii
$761K +$761K +3,166 New
SIM
1304
Stratos Investment Management
Ohio
$759K +$258K +1,073 +51%
WCF
1305
West Coast Financial
California
$759K – – –
AF
1306
Apexium Financial
Texas
$758K +$84.1K +350 +12%
AW
1307
Alteri Wealth
California
$757K +$757K +3,150 New
AGC
1308
Aspen Grove Capital
Colorado
$755K +$52.7K +219 +7%
BBNB
1309
Baker Boyer National Bank
Washington
$753K -$1.92K -8 -0.3%
EC
1310
Estate Counselors
Wisconsin
$752K +$445K +1,850 +145%
WJA
1311
Willis Johnson & Associates
Texas
$747K +$4.81K +20 +0.6%
MAM
1312
Madison Asset Management
Wisconsin
$746K +$746K +3,106 New
MIA
1313
Madison Investment Advisors
Wisconsin
$746K +$746K +3,106 New
TWM
1314
Trevian Wealth Management
Massachusetts
$746K +$721 +3 +0.1%
PMFA
1315
Plante Moran Financial Advisors
Michigan
$740K +$352K +1,463 +90%
NG
1316
Northstar Group
New York
$739K +$1.2K +5 +0.2%
MA
1317
MJP Associates
Connecticut
$738K +$7.93K +33 +1%
GWS
1318
Glassman Wealth Services
Virginia
$732K – – –
TFCP
1319
Twin Focus Capital Partners
Massachusetts
$730K -$620K -2,579 -46%
MSA
1320
Marathon Strategic Advisors
Pennsylvania
$729K -$11.1K -46 -1%
PAS
1321
PKS Advisory Services
New York
$729K +$729K +3,033 New
PWM
1322
Pines Wealth Management
North Carolina
$729K +$729K +3,061 New
IA
1323
IFG Advisory
Georgia
$727K +$727K +3,027 New
SFSG
1324
Sound Financial Strategies Group
Mississippi
$724K -$65.4K -272 -8%
PCM
1325
Passive Capital Management
Maryland
$724K +$240K +1,000 +50%
51 52
53
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