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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.

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
1
Koshinski Asset Management
Illinois
$17.5B
2
Raymond James Financial
2
Raymond James Financial
Florida
$530M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$710M
4
Wells Fargo
4
Wells Fargo
California
$1.36B
5
WL
5
WIT LLC
District of Columbia
$102M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.96B
2
CWM
2
Connecticut Wealth Management
Connecticut
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$60.1M
4
KAS
4
Kestra Advisory Services
Texas
$54.7M
5
BlackRock
5
BlackRock
New York
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.5B 72,841 +3,489 +5%
Bank of America
2
Bank of America
North Carolina
$5.96B 24,818,340 -282,799 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.81B 7,540,448 +200,584 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.76B 7,332,914 +119,060 +2%
Wells Fargo
5
Wells Fargo
California
$1.36B 5,672,249 +542,548 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.26B 5,260,755 +52,024 +1%
UBS Group
7
UBS Group
Switzerland
$976M 4,060,426 +31,512 +0.8%
LPL Financial
8
LPL Financial
California
$910M 3,789,323 +176,938 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$710M 2,954,198 +1,345,357 +84%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$570M 2,371,556 -25,699 -1%
Raymond James Financial
11
Raymond James Financial
Florida
$530M 2,203,938 +2,203,938 New
Ameriprise
12
Ameriprise
Minnesota
$511M 2,127,626 +83,778 +4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$510M 2,121,899 +178,958 +9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$457M 1,901,304 +29,136 +2%
Creative Planning
15
Creative Planning
Kansas
$455M 1,894,751 +14,409 +0.8%
Goldman Sachs
16
Goldman Sachs
New York
$451M 1,875,898 -15,846 -0.8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$448M 1,864,908 +64,190 +4%
Charles Schwab
18
Charles Schwab
California
$420M 1,748,472 -38,039 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$409M 1,703,336 -92,552 -5%
Wealthfront Advisers
20
Wealthfront Advisers
California
$382M 1,588,699 +101,902 +7%
Mariner
21
Mariner
Kansas
$339M 1,411,338 +87,455 +7%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$335M 1,384,485 -75,246 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$270M 1,124,300 +60,911 +6%
Stifel Financial
24
Stifel Financial
Missouri
$256M 1,064,372 +15,834 +2%
MWM
25
Mission Wealth Management
California
$252M 1,046,712 +33,633 +3%
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