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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 %
WCM
1376
Washburn Capital Management
Florida
$469K -$26.3K -111 -5%
TFM
1377
Trademark Financial Management
Minnesota
$467K -$197K -830 -30%
UWPG
1378
Ullmann Wealth Partners Group
Florida
$467K +$467K +1,967 New
CF
1379
Convergence Financial
Missouri
$465K -$95.6K -403 -17%
HIM
1380
Harbour Investment Management
Washington
$464K – – –
TDC
1381
Thompson Davis & Co
Virginia
$464K -$5.69K -24 -1%
KFS
1382
Kaizen Financial Strategies
California
$462K – – –
MWP
1383
Madison Wealth Partners
Wisconsin
$461K +$133K +561 +41%
EFN
1384
Equita Financial Network
Pennsylvania
$461K +$237 +1 +0.1%
BWL
1385
Bogart Wealth LLC
Virginia
$460K +$2.61K +11 +0.6%
MPW
1386
Melone Private Wealth
Michigan
$460K +$1.19K +5 +0.3%
EL
1387
Essex LLC
Illinois
$460K -$25.9K -109 -5%
KCPG
1388
Kavar Capital Partners Group
Kansas
$460K – – –
HAM
1389
Harmony Asset Management
Arizona
$459K +$74K +312 +19%
LWM
1390
Lodestone Wealth Management
Washington
$459K -$3.32K -14 -0.7%
MIC
1391
Means Investment Company
Maine
$458K +$712 +3 +0.2%
SFG
1392
Synergy Financial Group
California
$456K +$5.93K +25 +1%
DF
1393
DecisionPoint Financial
Arizona
$456K +$2.85K +12 +0.6%
NAM
1394
NTV Asset Management
West Virginia
$455K – – –
CCWM
1395
Cassaday & Co Wealth Management
Virginia
$454K -$86.3K -364 -16%
GAM
1396
GEM Asset Management
Michigan
$454K -$2.58K -11 -0.6%
CFAM
1397
Center For Asset Management
Florida
$452K +$52.9K +223 +13%
MTIC
1398
Missouri Trust & Investment Company
Missouri
$452K +$9.25K +39 +2%
PSCM
1399
Per Stirling Capital Management
Texas
$452K +$6.64K +28 +1%
HI
1400
Human Investing
Oregon
$451K +$22.1K +93 +5%
54 55
56
57 58