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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 %
CW
2051
Curio Wealth
Maryland
$51.7K +$51.7K +215 New
JGIA
2052
Jackson Grant Investment Advisers
Connecticut
$50.8K – – –
KWM
2053
Kiker Wealth Management
Georgia
$50.7K +$50.7K +211 New
WW
2054
Winnow Wealth
Texas
$48.5K +$48.5K +202 New
DRP
2055
Decker Retirement Planning
Utah
$48.1K +$48.1K +200 New
WTFG
2056
Wood Tarver Financial Group
Idaho
$47K +$47K +198 New
FP
2057
Financial Perspectives
Minnesota
$46.9K +$8.18K +34 +21%
TVWM
2058
Tower View Wealth Management
Wisconsin
$46.7K +$479 +2 +1%
SFC
2059
SYM Financial Corp
Indiana
$45.6K +$2.4K +10 +6%
FMTCOCP
2060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$45K +189 New
BAM
2061
Byrne Asset Management
New Jersey
$44.2K -$42.9K -181 Closed
ANBT
2062
American National Bank & Trust
Texas
$43.3K +$43.3K +180 New
FGC
2063
Financial Gravity Companies
Texas
$42.6K – – –
SR
2064
Syntax Research
Florida
$40.7K – – –
POIA
2065
Pin Oak Investment Advisors
Texas
$38K – – –
HNB
2066
Hilltop National Bank
Wyoming
$38K +$17.3K +72 +84%
OCM
2067
Orion Capital Management
California
$38K +$38K +158 New
USB
2068
Union Savings Bank
Connecticut
$38K – – –
WAS
2069
Winch Advisory Services
Wisconsin
$36.9K -$10.8K -45 -23%
SIM
2070
Studio Investment Management
Illinois
$36.3K +$36.3K +151 New
FM
2071
Family Management
New York
$36K – – –
CH
2072
Canton Hathaway
Rhode Island
$36K – – –
BAM
2073
Bellevue Asset Management
Washington
$34.4K +$241 +1 +0.7%
KA
2074
Kozak & Associates
Colorado
$34.1K – – –
CWM
2075
Compass Wealth Management
Connecticut
$33.4K +$9.37K +39 +39%
81 82
83
84 85