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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 %
WWA
1376
Wingate Wealth Advisors
Massachusetts
$632K +$632K +2,632 New
AWM
1377
AllSquare Wealth Management
New York
$632K +$55.5K +231 +10%
SIS
1378
Strategic Investment Solutions
Illinois
$632K -$134K -611 -18%
CF
1379
Centaurus Financial
California
$631K +$13.2K +55 +2%
RWMH
1380
Riverpoint Wealth Management Holdings
Illinois
$631K +$4.09K +17 +0.7%
MWM
1381
Mascagni Wealth Management
Mississippi
$631K +$631K +2,845 New
AWA
1382
Adapt Wealth Advisors
Georgia
$631K -$139K -580 -18%
RGF
1383
Retirement Guys Formula
Ohio
$631K +$287K +1,193 +83%
PL
1384
Plancorp LLC
Missouri
$628K +$93.7K +390 +18%
FCB
1385
First County Bank
Connecticut
$626K +$74.7K +311 +14%
LGWM
1386
Litman Gregory Wealth Management
California
$623K – – –
WCWM
1387
Willow Creek Wealth Management
California
$621K – – –
NB
1388
Nicolet Bankshares
Wisconsin
$621K – – –
AAMC
1389
Asset Allocation & Management Company
Illinois
$621K -$228K -950 -27%
MA
1390
MAS Advisors
Florida
$619K -$67.8K -282 -10%
MCG
1391
McCollum Christoferson Group
New York
$618K +$56.5K +235 +10%
NCFG
1392
New Century Financial Group
New Jersey
$618K -$253K -1,040 -29%
TCG
1393
Transcendent Capital Group
Oklahoma
$615K +$1.44K +6 +0.2%
ACM
1394
Armbruster Capital Management
New York
$612K +$961 +4 +0.2%
OWA
1395
Outlook Wealth Advisors
Texas
$609K +$3.36K +14 +0.6%
QPWM
1396
Quadrant Private Wealth Management
Pennsylvania
$609K +$127K +529 +26%
HIGP
1397
Hill Investment Group Partners
Missouri
$608K +$297K +1,236 +96%
AWA
1398
Arete Wealth Advisors
Illinois
$607K +$310K +1,290 +105%
BHIA
1399
Birch Hill Investment Advisors
Massachusetts
$606K -$961 -4 -0.2%
MIG
1400
McGuire Investment Group
Rhode Island
$605K -$423K -1,760 -41%
54 55
56
57 58