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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 %
Luther King Capital Management (LKCM)
1476
Luther King Capital Management (LKCM)
Texas
$517K -$528K – –
CKAIS
1477
Christensen King & Associates Investment Services
Washington
$516K +$244 +1 +0%
EFL
1478
ERn Financial LLC
Wisconsin
$515K -$26.9K -112 -5%
IPW
1479
Intergy Private Wealth
Colorado
$513K +$240 +1 +0%
FF
1480
Farnam Financial
Arizona
$512K -$16.8K -70 -3%
RW
1481
Rede Wealth
Virginia
$511K +$33.4K +139 +7%
CCWM
1482
Cassaday & Co Wealth Management
Virginia
$509K +$48.8K +203 +11%
LL
1483
LPWM LLC
Minnesota
$505K – – –
CMMS
1484
Comprehensive Money Management Services
Florida
$504K +$504K +2,099 New
AWE
1485
Avidian Wealth Enterprises
Texas
$503K +$1.44K +6 +0.3%
LC
1486
Lincoln Capital
Nebraska
$502K +$160K +666 +47%
SWM
1487
Stockman Wealth Management
Montana
$502K -$76.6K -319 -13%
VPIM
1488
Vanguard Personalized Indexing Management
California
$502K -$22.8K -95 -4%
EFG
1489
Elios Financial Group
Ohio
$500K -$23.5K -98 -4%
OW
1490
Olistico Wealth
Oklahoma
$499K +$721 +3 +0.1%
KNFPWM
1491
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$498K -$125K -519 -20%
APA
1492
Astoria Portfolio Advisors
New York
$496K +$496K +2,047 New
AP
1493
Appleton Partners
Massachusetts
$496K – – –
TW
1494
TrinityPoint Wealth
Connecticut
$495K +$47.8K +199 +11%
FTA
1495
Financial & Tax Architects
Missouri
$495K +$78.1K +325 +19%
HGA
1496
Hobbs Group Advisors
South Carolina
$494K +$369K +1,557 +297%
AAG
1497
Armstrong Advisory Group
Massachusetts
$493K -$28.6K -119 -5%
AFTS
1498
American Financial & Tax Strategies
New York
$492K -$1.68K -7 -0.3%
SAM
1499
Smith Asset Management
Florida
$490K +$490K +2,039 New
NQWM
1500
Northwest Quadrant Wealth Management
Oregon
$488K +$488K +2,031 New
58 59
60
61 62