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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 %
IWS
1601
Integrity Wealth Solutions
Colorado
$416K +$49.2K +205 +13%
TA
1602
TruWealth Advisors
Louisiana
$413K +$1.68K +7 +0.4%
JFG
1603
Jefferies Financial Group
New York
$413K +$413K +1,718 New
GFPC
1604
Global Financial Private Client
Florida
$413K +$1.68K +7 +0.4%
OPPS
1605
Obsidian Personal Planning Solutions
Maryland
$411K -$3.25K -13 -0.8%
BFG
1606
Bouchey Financial Group
New York
$410K +$5.77K +24 +1%
HPC
1607
HM Payson & Co
Maine
$410K +$43.3K +180 +12%
AMCA
1608
Arthur M. Cohen & Associates
Illinois
$410K – – –
CWS
1609
Confluence Wealth Services
Pennsylvania
$408K -$2.52K -10 -0.6%
CAM
1610
Carret Asset Management
New York
$407K – – –
WHC
1611
Wulff, Hansen & Co
California
$406K +$12K +50 +3%
PSCM
1612
Per Stirling Capital Management
Texas
$406K -$51.9K -216 -11%
IWP
1613
IAG Wealth Partners
Wisconsin
$404K -$18.3K -76 -4%
AWA
1614
Alta Wealth Advisors
Massachusetts
$403K -$5.53K -23 -1%
AFA
1615
Antonelli Financial Advisors
Michigan
$403K +$403K +1,677 New
GIA
1616
GHP Investment Advisors
Colorado
$401K -$1.68K -7 -0.4%
CFP
1617
Comprehensive Financial Planning
Pennsylvania
$399K +$399K +1,660 New
SIC
1618
Sterling Investment Counsel
New York
$396K +$396K +1,649 New
WFS
1619
Weitzel Financial Services
Iowa
$396K -$8.98K -37 -2%
BPFA
1620
Barnes Pettey Financial Advisors
Mississippi
$395K +$1.68K +7 +0.4%
CT
1621
Clearstead Trust
Maine
$394K +$2.16K +9 +0.6%
HSA
1622
HBK Sorce Advisory
Pennsylvania
$394K -$41.1K -171 -9%
ICP
1623
Interchange Capital Partners
Pennsylvania
$393K -$26K -108 -6%
BC
1624
Bakala Capital
South Carolina
$393K +$2.64K +11 +0.7%
AFG
1625
Altiora Financial Group
Ohio
$392K – – –
63 64
65
66 67