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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 %
MA
1776
MBA Advisors
Pennsylvania
$289K – – –
NIWA
1777
New Insight Wealth Advisors
California
$289K +$28.4K +118 +11%
RPSA
1778
Richard P. Slaughter Associates
Texas
$289K – – –
AV
1779
Aspiring Ventures
Ohio
$288K +$288K +1,158 New
SWM
1780
Shakespeare Wealth Management
Wisconsin
$286K +$240 +1 +0.1%
MNBTD
1781
Moody National Bank Trust Division
Texas
$285K – – –
PW
1782
PUREfi Wealth
Massachusetts
$282K +$282K +1,175 New
EFP
1783
EnRich Financial Partners
Wisconsin
$281K -$5.05K -21 -2%
ITIM
1784
Indiana Trust & Investment Management
Indiana
$281K -$28.8K -120 -9%
CWM
1785
Campbell Wealth Management
Virginia
$281K +$15.6K +65 +6%
MAA
1786
Matrix Asset Advisors
New York
$281K +$240 +1 +0.1%
AMIM
1787
Aull & Monroe Investment Management
Alabama
$281K – – –
CCM
1788
Copeland Capital Management
Pennsylvania
$280K +$280K +1,167 New
HCA
1789
Heck Capital Advisors
Wisconsin
$280K +$1.92K +8 +0.7%
GWM
1790
GSB Wealth Management
Connecticut
$280K +$240 +1 +0.1%
WSWA
1791
Warren Street Wealth Advisors
California
$279K -$53.1K -221 -16%
XT
1792
XTX Topco
Cayman Islands
$279K +$279K +1,160 New
YIA
1793
YHB Investment Advisors
Connecticut
$278K -$161K -669 -37%
MFF
1794
Michels Family Financial
Texas
$278K +$278K +1,156 New
SIA
1795
Sit Investment Associates
Minnesota
$277K – – –
GEA
1796
Glen Eagle Advisors
New Jersey
$277K – – –
PNAA
1797
Pictet North America Advisors
Switzerland
$276K +$10.8K +45 +4%
DFA
1798
DHJJ Financial Advisors
Illinois
$276K -$1.92K -8 -0.7%
OC
1799
Oarsman Capital
Wisconsin
$275K +$9.61K +40 +4%
ATC
1800
Advantage Trust Company
Kansas
$274K -$2.4K -10 -0.9%
70 71
72
73 74