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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 %
HA
1751
Herold Advisors
New York
$305K – – –
OC
1752
Oakworth Capital
Alabama
$303K – – –
EL
1753
Essex LLC
Illinois
$303K -$162K -676 -35%
SBIA
1754
Sheaff Brock Investment Advisors
Indiana
$303K +$90.4K +376 +43%
P
1755
Pitcairn
Pennsylvania
$302K – – –
T
1756
Transce3nd
Texas
$302K +$302K +1,256 New
KW
1757
KWB Wealth
California
$301K – – –
LWCFA
1758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$300K – – –
CFO
1759
Callan Family Office
Pennsylvania
$300K -$45.7K -190 -13%
SIC
1760
SJS Investment Consulting
Ohio
$298K – – –
FB
1761
Finward Bancorp
Indiana
$297K +$297K +1,238 New
CHJWM
1762
Carlton Hofferkamp & Jenks Wealth Management
Texas
$296K – – –
TA
1763
TPG Advisors
Illinois
$296K +$10.8K +45 +4%
PWM
1764
Partnership Wealth Management
Maryland
$296K +$35.6K +148 +14%
MWG
1765
Martin Worley Group
Utah
$295K +$295K +1,228 New
AP
1766
Aspect Partners
Virginia
$295K – – –
LMKC
1767
L.M. Kohn & Company
Ohio
$294K – – –
HFS
1768
Howard Financial Services
Texas
$294K +$294K +1,223 New
PFA
1769
Portland Financial Advisors
New York
$293K +$293K +1,219 New
LOPW
1770
Live Oak Private Wealth
North Carolina
$292K – – –
TSMHT
1771
Thurston Springer Miller Herd & Titak
Indiana
$292K +$64.2K +267 +28%
BMWM
1772
Brown Miller Wealth Management
Virginia
$292K +$14.4K +60 +5%
IAS
1773
Insigneo Advisory Services
Florida
$291K +$50.9K +212 +21%
WI
1774
WBI Investments
New Jersey
$290K +$290K +1,209 New
TC
1775
Trilogy Capital
California
$290K +$290K +1,207 New
69 70
71
72 73