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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 %
NB
1451
NBT Bank
New York
$548K -$185K -771 -25%
PMG
1452
ProVise Management Group
Florida
$547K -$3.36K -14 -0.6%
AF
1453
Amara Financial
California
$546K +$23.5K +98 +5%
GAM
1454
Gotham Asset Management
New York
$544K +$544K +2,264 New
MIA
1455
Milestone Investment Advisors
Wisconsin
$544K – – –
FFG
1456
Fiduciary Financial Group
California
$542K +$249K +1,046 +85%
FWP
1457
FAS Wealth Partners
Kansas
$542K -$54.8K -228 -9%
ACG
1458
Allen Capital Group
Nebraska
$541K -$9.37K -39 -2%
SBF
1459
Sara-Bay Financial
Florida
$538K +$84.5K +352 +19%
KWAG
1460
Kiely Wealth Advisory Group
North Carolina
$537K +$220K +885 +69%
IWA
1461
Inspirion Wealth Advisors
Illinois
$534K +$7.02K +29 +1%
CAS
1462
Coppell Advisory Solutions
Texas
$534K -$27.9K -116 -5%
SWM
1463
Sugarloaf Wealth Management
Georgia
$531K – – –
SFS
1464
Strategic Financial Services
New York
$530K -$31.2K -130 -6%
SFPG
1465
Stonebridge Financial Planning Group
Florida
$528K -$4.57K -19 -0.9%
LWA
1466
LifeGoal Wealth Advisors
New York
$527K +$527K +2,194 New
SW
1467
Simplicity Wealth
New Jersey
$527K +$306K +1,273 +138%
GWP
1468
Gen-Wealth Partners
Michigan
$527K – – –
PWM
1469
Parkworth Wealth Management
California
$526K +$526K +2,191 New
OC
1470
Optima Capital
Oregon
$525K +$525K +2,185 New
SAM
1471
Silvercrest Asset Management
New York
$524K – – –
AGP
1472
Aspire Growth Partners
Florida
$520K +$520K +2,162 New
PAA
1473
Peregrine Asset Advisers
Oregon
$519K -$62.9K -262 -11%
PWA
1474
Physician Wealth Advisors
Utah
$519K +$155K +644 +43%
IA
1475
Insight Advisors
Pennsylvania
$518K +$16.8K +70 +3%
57 58
59
60 61