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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 %
BFWA
1726
Benchmark Financial Wealth Advisors
Florida
$216K +$216K +912 New
KDA
1727
Kraft Davis & Associates
Missouri
$216K -$2.13K -9 -1%
FFA
1728
First Foundation Advisors
California
$216K +$216K +909 New
NP
1729
Nilsine Partners
Colorado
$215K +$215K +908 New
RCS
1730
Retirement Capital Strategies
California
$215K +$215K +907 New
MIAS
1731
Mason Investment Advisory Services
Virginia
$214K -$7.35K -31 -3%
RW
1732
Regimen Wealth
Georgia
$214K +$214K +902 New
RFP
1733
RCS Financial Planning
Maryland
$212K +$212K +892 New
LA
1734
LVW Advisors
New York
$212K -$61.4K -259 -22%
LSA
1735
Lion Street Advisors
Texas
$212K -$11.4K -48 -5%
CRI
1736
Colonial River Investments
Virginia
$212K +$212K +892 New
RWPA
1737
Richard W. Paul & Associates
Michigan
$211K -$5.46K -23 -3%
OAS
1738
Optivise Advisory Services
Tennessee
$211K +$211K +888 New
FIM
1739
Fernwood Investment Management
Massachusetts
$211K -$68.1K -287 -24%
BWL
1740
Beacon Wealthcare LLC
North Carolina
$210K +$210K +887 New
BMM
1741
Buffington Mohr McNeal
Idaho
$210K +$210K +885 New
FG
1742
Foster Group
Iowa
$210K +$210K +884 New
BSTWA
1743
Blake Schutter Theil Wealth Advisors
Ohio
$210K +$210K +884 New
SBIA
1744
Sheaff Brock Investment Advisors
Indiana
$210K +$210K +883 New
BWA
1745
Burt Wealth Advisors
Maryland
$209K +$209K +881 New
EAM
1746
Everstar Asset Management
North Carolina
$209K +$209K +880 New
MJRIC
1747
Mogy Joel R Investment Counsel
California
$208K – – –
EA
1748
Evergreen Advisors
Tennessee
$207K +$207K +873 New
SGWM
1749
Sterling Group Wealth Management
California
$207K -$50K -211 -19%
CTA
1750
Camelot Technology Advisors
California
$206K +$206K +869 New
68 69
70
71 72