VB icon

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 %
SVWG
1801
Shared Vision Wealth Group
United States
$274K – – –
SPA
1802
Sentinel Pension Advisors
Massachusetts
$274K +$6.01K +25 +2%
AWM
1803
Austin Wealth Management
Texas
$273K -$4.23K -17 -2%
SIM
1804
Sims Investment Management
Ohio
$273K +$273K +1,135 New
SIG
1805
Stonegate Investment Group
Alabama
$270K – – –
TGAM
1806
TBH Global Asset Management
Tennessee
$270K +$5.53K +23 +2%
DIP
1807
Davis Investment Partners
North Carolina
$270K +$715 +3 +0.3%
CMP
1808
Courage Miller Partners
Virginia
$270K – – –
STA
1809
Shade Tree Advisors
New York
$268K +$268K +1,115 New
CNB
1810
Camden National Bank
Maine
$267K -$119K -495 -31%
SMWM
1811
Silvia McColl Wealth Management
California
$267K – – –
BFA
1812
Buttonwood Financial Advisors
Maryland
$266K +$240 +1 +0.1%
RWRC
1813
R.W. Roge & Company
New York
$266K – – –
MSAM
1814
Moloney Securities Asset Management
Missouri
$265K +$15.1K +63 +6%
HBW
1815
Hazlett, Burt & Watson
West Virginia
$265K -$1.67K -7 -0.6%
AAM
1816
Aureus Asset Management
Massachusetts
$264K – – –
SWA
1817
Serenus Wealth Advisors
California
$264K +$264K +1,100 New
EWA
1818
Elevate Wealth Advisory
Georgia
$263K – – –
FFM
1819
Forum Financial Management
Illinois
$263K +$19.5K +81 +8%
IPA
1820
Investment Planning Advisors
Georgia
$262K +$262K +1,092 New
RFP
1821
RCS Financial Planning
Maryland
$261K +$47.1K +196 +22%
RA
1822
RoundAngle Advisors
New Jersey
$260K +$260K +1,084 New
FDW
1823
Fourth Dimension Wealth
Ohio
$260K +$260K +1,083 New
C
1824
Covestor
United Kingdom
$260K +$6.01K +25 +2%
SL
1825
Sentry LLC
Tennessee
$259K – – –
71 72
73
74 75