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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 %
Principal Financial Group
1401
Principal Financial Group
Iowa
$605K +$62.7K +261 +12%
EWA
1402
Etesian Wealth Advisors
Oregon
$603K -$62.2K -259 -9%
SGCA
1403
Steel Grove Capital Advisors
Tennessee
$601K -$137K -572 -19%
SC
1404
Searle & Co
Connecticut
$601K – – –
PA
1405
PFW Advisors
Georgia
$599K +$599K +2,494 New
TCBWMS
1406
Texas Capital Bank Wealth Management Services
Texas
$596K +$13K +54 +2%
SWRP
1407
Summit Wealth & Retirement Planning
California
$595K +$47.3K +197 +9%
MWM
1408
Merriman Wealth Management
Washington
$591K -$481 -2 -0.1%
ARG
1409
Advisory Resource Group
Oklahoma
$591K +$5.77K +24 +1%
NA
1410
Nestegg Advisors
New York
$587K +$587K +2,356 New
MAS
1411
MPWM Advisory Solutions
Georgia
$587K +$587K +2,444 New
1WM
1412
1900 Wealth Management
Texas
$587K +$7.21K +30 +1%
MBT
1413
Montecito Bank & Trust
California
$585K -$1.68K -7 -0.3%
IWM
1414
IMG Wealth Management
Florida
$585K +$585K +2,433 New
CAL
1415
Capital Advisors Ltd
Ohio
$584K +$480 +2 +0.1%
NF
1416
Nikulski Financial
Iowa
$584K -$18K -75 -3%
GCM
1417
Glaxis Capital Management
Florida
$582K +$3.84K +16 +0.7%
WDG
1418
Wealth Dimensions Group
Ohio
$582K +$95.6K +398 +20%
FIB
1419
First Interstate Bank
Montana
$581K +$21.1K +88 +4%
GD
1420
Grandfield & Dodd
New York
$578K – – –
EWP
1421
Elevation Wealth Partners
California
$577K -$4.81K -20 -0.8%
TNB
1422
Thomasville National Bank
Georgia
$577K – – –
AA
1423
Advisory Alpha
Michigan
$575K -$102K -426 -15%
NG
1424
Novem Group
New York
$574K +$574K +2,390 New
OSNBOA
1425
Old Second National Bank of Aurora
Illinois
$573K -$16.8K -70 -3%
55 56
57
58 59