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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 %
PMFA
1476
Plante Moran Financial Advisors
Michigan
$384K – – –
KP
1477
Kitching Partners
Pennsylvania
$384K +$384K +1,617 New
CNB
1478
Camden National Bank
Maine
$381K -$14.2K -60 -4%
CCG
1479
Coastwise Capital Group
California
$380K – – –
AI
1480
Axos Invest
Nevada
$377K +$377K +1,591 New
WA
1481
WealthTrust Axiom
Pennsylvania
$377K – – –
EBA
1482
Eagle Bay Advisors
New York
$377K – – –
TCM
1483
TruNorth Capital Management
Michigan
$375K +$7.35K +31 +2%
RSA
1484
River Street Advisors
Illinois
$375K – – –
WPWM
1485
Windward Private Wealth Management
Kansas
$374K +$46K +194 +14%
GKWIM
1486
Gerber Kawasaki Wealth & Investment Management
California
$373K +$32.5K +137 +10%
DACG
1487
Donor Advised Charitable Giving
California
$373K – – –
SP
1488
Sequent Planning
Nebraska
$370K +$76.1K +321 +26%
MFA
1489
Morling Financial Advisors
California
$369K +$208K +875 +129%
WPW
1490
Warther Private Wealth
Ohio
$368K – – –
ECM
1491
EagleClaw Capital Management
Massachusetts
$368K – – –
SFP
1492
Shepherd Financial Partners
Massachusetts
$367K – – –
KFP
1493
Keener Financial Planning
Texas
$367K -$6.86K -29 -2%
CPCP
1494
Cedar Point Capital Partners
Iowa
$365K -$6.17K -26 -2%
PWA
1495
Physician Wealth Advisors
Utah
$364K +$364K +1,515 New
IWS
1496
Integrity Wealth Solutions
Colorado
$363K +$15K +63 +4%
HPC
1497
HM Payson & Co
Maine
$362K – – –
JWM
1498
JGP Wealth Management
Oregon
$362K +$54.3K +229 +18%
FCM
1499
Fortis Capital Management
Washington
$361K -$5.22K -22 -1%
FPCG
1500
Forum Private Client Group
Indiana
$359K -$19.4K -82 -5%
58 59
60
61 62