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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,958 hedge funds and large institutions have $35.3B invested in Vanguard Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 874 increasing their positions, 640 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.32%
Holding in Top 10
191
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.69%
% of All Funds
2.76%
New
153
Increased
874
Reduced
640
Closed
70
Calls
$24M
Puts
$25.4M
Net Calls
-$1.34M
Net Calls Change
-$11.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.95B
2
Wells Fargo
Wells Fargo
California
$1.22B
3
GC
Grimes & Company
Massachusetts
$160M
4
WL
WIT LLC
District of Columbia
$111M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$165M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$1.53M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$426M
3
S
SignatureFD
Georgia
$199M
4
Ameriprise
Ameriprise
Minnesota
$486M
5
PPFA
Provida Pension Fund Administrator
Chile
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
201
D.J. St. Germain
Massachusetts
$18.6M -$144K -608 -0.8%
Financial Engines Advisors
202
Financial Engines Advisors
California
$18.4M +$1.58M +6,633 +9%
MWM
203
Modera Wealth Management
New Jersey
$18.2M +$258K +1,086 +1%
MWC
204
MBM Wealth Consultants
Missouri
$18M +$401K +1,689 +2%
MFG
205
Merit Financial Group
Georgia
$18M -$620K -2,615 -3%
BFS
206
Bradley Foster & Sargent
Connecticut
$17.8M +$1.58M +6,648 +10%
CCM
207
Coldstream Capital Management
Washington
$17.7M -$306K -1,289 -2%
AM
208
AGF Management
Ontario, Canada
$17.6M +$364K +1,535 +2%
WCWM
209
Wooster Corthell Wealth Management
Connecticut
$17.5M +$69.3K +292 +0.4%
GAM
210
Gemmer Asset Management
California
$17.3M +$201K +846 +1%
SIC
211
Salem Investment Counselors
North Carolina
$17.1M +$10.9K +46 +0.1%
DC
212
DeDora Capital
California
$17M +$760K +3,203 +5%
CWAG
213
Compton Wealth Advisory Group
Virginia
$16.8M +$164K +691 +1%
PCMC
214
Private Capital Management (Colorado)
Colorado
$16.7M -$2.51M -10,600 -13%
BPA
215
Beacon Pointe Advisors
California
$16.7M -$475K -2,002 -3%
DWP
216
Daymark Wealth Partners
Ohio
$16.6M +$138K +581 +0.8%
CWP
217
Cyndeo Wealth Partners
Florida
$16.6M +$1.92M +8,084 +13%
CB
218
Cadence Bank
Mississippi
$16.5M +$286K +1,207 +2%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$16.5M +$677K +2,855 +4%
AAS
220
Annex Advisory Services
Wisconsin
$16.4M -$393K -1,656 -2%
GVAG
221
Great Valley Advisor Group
Delaware
$16.4M -$43.9K -185 -0.3%
SA
222
SAM Advisors
California
$16.4M -$180K -757 -1%
GT
223
Glenview Trust
Kentucky
$16.3M +$360K +1,518 +2%
SF
224
Summit Financial
New Jersey
$16.3M +$2.7M +11,354 +20%
AAS
225
Ameritas Advisory Services
Nebraska
$16.3M +$637K +2,684 +4%
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