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Vanguard Small-Cap ETF
VB

Overview Fund Activity

2,159 hedge funds and large institutions have $54.7B invested in Vanguard Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 898 increasing their positions, 671 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+201
Holders Change %
+10.27%
% of All Funds
28.75%
Holding in Top 10
220
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.18%
% of All Funds
2.93%
New
308
Increased
898
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
$17.5B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$710M
3
Wells Fargo
Wells Fargo
California
$1.36B
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
$5.96B
2
CWM
Connecticut Wealth Management
Connecticut
$0
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$60.1M
4
KAS
Kestra Advisory Services
Texas
$54.7M
5
BlackRock
BlackRock
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
2001
Vermillion & White Wealth Management Group
Pennsylvania
$107K +$721 +3 +0.7%
CF
2002
Conquis Financial
California
$107K +$107K +446 New
FCMT
2003
Founders Capital Management (Texas)
Texas
$107K – – –
Kayne Anderson Rudnick Investment Management
2004
Kayne Anderson Rudnick Investment Management
California
$107K – – –
GCM
2005
Gables Capital Management
Florida
$102K – – –
MSFP
2006
Mark Sheptoff Financial Planning
Connecticut
$101K – – –
GI
2007
GAMMA Investing
California
$98.8K – – –
PK
2008
Pflug Koory
Nebraska
$96.1K +$33.7K +140 +54%
SC
2009
Swan Capital
Florida
$94.7K – – –
GWSG
2010
GPS Wealth Strategies Group
Colorado
$94.2K -$7.93K -33 -8%
MLA
2011
MB, Levis & Associates
Pennsylvania
$91.8K +$481 +2 +0.5%
AWM
2012
Atticus Wealth Management
Florida
$88.8K +$480 +2 +0.5%
AFG
2013
Albion Financial Group
Utah
$86.5K – – –
GI
2014
GS Investments
Minnesota
$85.8K – – –
CB
2015
Centennial Bank
Arkansas
$85.3K -$12K -50 -12%
PAG
2016
Paladin Advisory Group
Iowa
$85.3K – – –
AEPWM
2017
Atlantic Edge Private Wealth Management
Florida
$83.3K +$41K +171 +97%
GFL
2018
Granite FO LLC
New Hampshire
$78.8K – – –
KFGG
2019
Keystone Financial Group (Georgia)
Georgia
$77.9K +$77.9K +324 New
KPP
2020
Kings Path Partners
Texas
$77.6K – – –
TPW
2021
Talon Private Wealth
Florida
$77.1K -$711K -2,957 -90%
BL
2022
BFSG LLC
California
$77.1K -$2.16K -9 -3%
RWS
2023
Retirement Wealth Solutions
Wisconsin
$76.5K +$76.5K +321 New
ACA
2024
American Capital Advisory
Idaho
$73.8K -$1.44K -6 -2%
PAIM
2025
Punch & Associates Investment Management
Minnesota
$73.3K -$729K -3,035 -91%
79 80
81
82 83