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

Top Sellers

1
WL
WIT LLC
District of Columbia
$56.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$150M
4
LWM
Liberty Wealth Management
California
$1.93M
5
Wealthfront Advisers
Wealthfront Advisers
California
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
351
Ashton Thomas Private Wealth
Arizona
$8.19M +$58K +272 +0.7%
KCM
352
Kathmere Capital Management
Pennsylvania
$8.18M +$8.75K +41 +0.1%
AF
353
Allworth Financial
California
$8.14M -$173K -809 -2%
CCM
354
Chilton Capital Management
Texas
$8.07M -$105K -493 -1%
H
355
HoyleCohen
California
$8.07M +$761K +3,565 +10%
SHGA
356
Sand Hill Global Advisors
California
$8.03M +$1.67M +7,827 +26%
SCTC
357
Sanibel Captiva Trust Company
Florida
$8.03M +$8.03M +37,618 New
CCM
358
Carlson Capital Management
Minnesota
$7.95M +$290K +1,359 +4%
KPWS
359
Kestra Private Wealth Services
Texas
$7.94M -$3.15M -14,780 -28%
BP
360
Ballentine Partners
Massachusetts
$7.88M -$2.25M -10,562 -22%
DC
361
Dorval Corp
Minnesota
$7.84M +$7.84M +36,772 New
WFPG
362
Waller Financial Planning Group
Ohio
$7.82M +$159K +743 +2%
FFA
363
Fi3 Financial Advisors
Indiana
$7.75M -$344K -1,614 -4%
WMG
364
WESCAP Management Group
California
$7.74M -$21.1K -99 -0.3%
KA
365
Kearns & Associates
California
$7.7M -$421K -1,974 -5%
NFW
366
Noble Family Wealth
Florida
$7.69M +$116K +546 +2%
BWM
367
Benchmark Wealth Management
Connecticut
$7.68M +$6.4K +30 +0.1%
BDFN
368
Bond & Devick Financial Network
Minnesota
$7.61M +$194K +911 +3%
DOA
369
D'Orazio & Associates
Virginia
$7.61M -$11.2M -52,424 -60%
PPWP
370
Proquility Private Wealth Partners
Nevada
$7.58M -$2.89M -13,564 -28%
B
371
Bailard
California
$7.55M – – –
PS
372
Principal Securities
Iowa
$7.53M +$7.53M +35,275 New
CG
373
Caprock Group
Idaho
$7.52M +$288K +1,349 +4%
PWM
374
Praetorian Wealth Management
California
$7.5M -$438K -2,052 -6%
CAM
375
Cresset Asset Management
Illinois
$7.47M +$235K +1,102 +3%
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