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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 %
PCM
1526
Pennsylvania Capital Management
Pennsylvania
$339K +$237 +1 +0.1%
TF
1527
Trek Financial
Arizona
$338K +$338K +1,427 New
MWM
1528
Modern Wealth Management
Kansas
$338K +$88.2K +372 +35%
LC
1529
Lincoln Capital
Nebraska
$338K +$20.6K +87 +7%
PCS
1530
Personal CFO Solutions
New Jersey
$338K +$25.4K +107 +8%
FCT
1531
First Community Trust
Iowa
$336K +$85.2K +359 +34%
NRW
1532
Nova R Wealth
Kansas
$336K -$9.49K -40 -3%
ZRP
1533
Zynergy Retirement Planning
New Jersey
$335K -$3.8K -16 -1%
BL
1534
Balentine LLC
Georgia
$334K +$254K +1,070 +315%
CIAS
1535
CFS Investment Advisory Services
New Jersey
$332K -$2.85K -12 -0.8%
AIC
1536
Archer Investment Corporation
Indiana
$331K -$11.9K -50 -3%
AWAP
1537
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$331K +$474 +2 +0.1%
FCC
1538
Flower City Capital
New York
$331K -$1.19K -5 -0.4%
BMMM
1539
Boston Mountain Money Management
Arkansas
$330K +$31.5K +133 +11%
TPW
1540
Tiller Private Wealth
Pennsylvania
$329K – – –
WSWA
1541
Warren Street Wealth Advisors
California
$328K – – –
NPFS
1542
Novak & Powell Financial Services
Florida
$328K -$2.58M -10,879 -89%
APP
1543
Avantax Planning Partners
Iowa
$328K -$46.2K -195 -12%
DA
1544
Detalus Advisors
Missouri
$327K +$11.2K +47 +4%
CG
1545
Clifford Group
Massachusetts
$326K – – –
KWAG
1546
Kiely Wealth Advisory Group
North Carolina
$325K +$325K +1,280 New
KL
1547
KWMG LLC
Kansas
$324K -$3.8K -16 -1%
TW
1548
Transform Wealth
Colorado
$322K -$3.81K -16 -1%
SSWM
1549
Sheets Smith Wealth Management
North Carolina
$321K -$5.22K -22 -2%
PMSA
1550
Patrick M. Sweeney & Associates
Illinois
$321K +$22.1K +93 +7%
60 61
62
63 64