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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,860 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 762 increasing their positions, 610 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+199
Holders Change %
+11.98%
% of All Funds
27.27%
Holding in Top 10
199
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.61%
% of All Funds
2.92%
New
275
Increased
762
Reduced
610
Closed
51
Calls
$43.9M
Puts
$7.08M
Net Calls
+$36.8M
Net Calls Change
+$20.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.99B
2
ERSOT
2
Employees Retirement System of Texas
Texas
$99.8M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$81.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$178M
5
Cerity Partners
5
Cerity Partners
New York
$60.7M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$56.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$170M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$150M
4
LWM
4
Liberty Wealth Management
California
$1.93M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Crane Advisory
California
$12.1M +$329K +1,588 +3%
SCA
252
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M -$104K -486 -0.9%
OWM
253
Orgel Wealth Management
Wisconsin
$11.9M +$2.42M +11,337 +25%
DC
254
DeDora Capital
California
$11.7M +$85.8K +402 +0.7%
AFA
255
AA Financial Advisors
Ohio
$11.6M +$11.6M +54,426 New
KHC
256
Koesten Hirschmann & Crabtree
Kansas
$11.6M +$327K +1,531 +3%
MCM
257
MAI Capital Management
Ohio
$11.4M +$156K +731 +1%
GA
258
GoalVest Advisory
New York
$11.3M +$414K +1,941 +4%
SS
259
Simplicity Solutions
Minnesota
$11.3M -$628K -2,944 -5%
BFG
260
Bleakley Financial Group
New Jersey
$11.3M -$628K -2,944 -5%
CAM
261
Clark Asset Management
New Hampshire
$11.3M +$1.33M +6,216 +13%
DK
262
David Kennon
Florida
$11.2M -$161K -756 -1%
CFS
263
CRA Financial Services
New Jersey
$11.2M -$111K -520 -1%
SIA
264
Strategic Investment Advisors
Michigan
$11.2M +$722K +3,384 +7%
AWM
265
Abound Wealth Management
Tennessee
$11.1M +$3.16M +14,798 +40%
HWM
266
Horizons Wealth Management
North Carolina
$11.1M +$251K +1,178 +2%
IHWM
267
Iron Horse Wealth Management
Iowa
$11.1M +$474K +2,221 +4%
Lido Advisors
268
Lido Advisors
California
$11.1M -$830K -3,892 -7%
DAS
269
Dynamic Advisor Solutions
Arizona
$11.1M +$1.43M +6,902 +15%
VVP
270
Venture Visionary Partners
Ohio
$11.1M +$1.28M +6,018 +13%
SF
271
Summit Financial
New Jersey
$11M +$330K +1,549 +3%
AWA
272
Arkadios Wealth Advisors
Georgia
$11M -$125K -586 -1%
RWI
273
Red Wave Investments
Pennsylvania
$11M +$31.1K +146 +0.3%
AMG
274
Asset Management Group
Connecticut
$11M +$460K +2,158 +4%
TA
275
TruWealth Advisors
Louisiana
$10.9M +$215K +1,008 +2%
9 10
11
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