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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 %
BIP
1651
Blueprint Investment Partners
North Carolina
$260K -$11.6K -49 -4%
BWM
1652
BKM Wealth Management
Wisconsin
$258K – – –
NIWA
1653
New Insight Wealth Advisors
California
$258K +$258K +1,086 New
TFGT
1654
TS Financial Group (TSFG)
Illinois
$257K +$23K +97 +10%
PWM
1655
Partnership Wealth Management
Maryland
$257K -$93.2K -393 -27%
MIM
1656
Marco Investment Management
Georgia
$256K – – –
SL
1657
Sentry LLC
Tennessee
$256K – – –
MPW
1658
MGO Private Wealth
California
$256K -$801K -3,376 -76%
IPW
1659
Impact Partnership Wealth
Georgia
$255K +$23K +97 +10%
FFS
1660
Founders Financial Securities
Maryland
$254K -$272K -1,148 -52%
WI
1661
Wintrust Investments
Illinois
$253K -$2.42M -10,233 -91%
SP
1662
Stonebrook Private
Michigan
$253K +$712 +3 +0.3%
VAF
1663
Values Added Financial
District of Columbia
$253K -$66.4K -280 -21%
LSPW
1664
Lake Street Private Wealth
Illinois
$252K +$474 +2 +0.2%
C
1665
Covestor
United Kingdom
$251K +$20.9K +88 +9%
HHGA
1666
Halbert Hargrove Global Advisors
California
$249K +$249K +1,052 New
NAG
1667
Northstar Advisory Group
New Jersey
$247K +$948 +4 +0.4%
MSAM
1668
Moloney Securities Asset Management
Missouri
$247K +$247K +1,040 New
OBWP
1669
O'Brien Wealth Partners
Massachusetts
$247K +$247K +1,040 New
TFA
1670
Tobias Financial Advisors
Florida
$246K +$246K +1,039 New
WFS
1671
Walker Financial Services
Kentucky
$246K -$3.56K -15 -1%
CG
1672
CFO4Life Group
Texas
$246K +$246K +1,035 New
TCM
1673
Twin Capital Management
Pennsylvania
$243K +$24K +101 +11%
AWA
1674
Aletheian Wealth Advisors
Washington
$242K -$21.6K -91 -8%
MAM
1675
McCarthy Asset Management
California
$241K +$474 +2 +0.2%
65 66
67
68 69