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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 %
PCM
1901
Pennsylvania Capital Management
Pennsylvania
$219K -$125K -520 -36%
FFA
1902
First Foundation Advisors
California
$218K – – –
RW
1903
Regimen Wealth
Georgia
$218K +$1.44K +6 +0.7%
RCS
1904
Retirement Capital Strategies
California
$218K – – –
PHWM
1905
Pine Harbor Wealth Management
Maryland
$218K -$2.88K -12 -1%
BCA
1906
Bay Capital Advisors
Virginia
$217K +$217K +905 New
TCM
1907
Twin Capital Management
Pennsylvania
$217K -$29.8K -124 -12%
MIAS
1908
Mason Investment Advisory Services
Virginia
$217K -$721 -3 -0.3%
CCA
1909
Cora Capital Advisors
New Jersey
$216K +$216K +900 New
AWM
1910
Accurate Wealth Management
Florida
$216K -$1.67K -7 -0.8%
KFG
1911
Kelly Financial Group
Connecticut
$216K +$216K +898 New
CPA
1912
Capital Performance Advisors
California
$215K +$48.5K +202 +29%
LSA
1913
Lion Street Advisors
Texas
$215K +$721 +3 +0.3%
RFA
1914
Register Financial Advisors
Georgia
$215K +$15.6K +65 +8%
B
1915
Bensler
Washington
$215K -$14.9K -62 -6%
JCM
1916
Jacobi Capital Management
Pennsylvania
$214K +$214K +892 New
RWPA
1917
Richard W. Paul & Associates
Michigan
$214K +$240 +1 +0.1%
FWI
1918
Facet Wealth Inc
Maryland
$214K -$114K -461 -35%
BA
1919
Bluesphere Advisors
Pennsylvania
$214K -$69.2K -288 -24%
NSAM
1920
North Star Asset Management
Wisconsin
$213K +$213K +888 New
FIM
1921
Fernwood Investment Management
Massachusetts
$213K – – –
BSTWA
1922
Blake Schutter Theil Wealth Advisors
Ohio
$213K +$721 +3 +0.3%
BWL
1923
Beacon Wealthcare LLC
North Carolina
$213K – – –
BMM
1924
Buffington Mohr McNeal
Idaho
$213K – – –
SFS
1925
Sharp Financial Services
Pennsylvania
$213K +$213K +885 New
75 76
77
78 79