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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
+$1.52B
2
ERSOT
Employees Retirement System of Texas
Texas
+$99.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$59.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$58.2M
5
Cerity Partners
Cerity Partners
New York
+$58M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$80M
2
Osaic Holdings
Osaic Holdings
Arizona
-$48.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.7M
4
LWM
Liberty Wealth Management
California
-$38.5M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
476
Prudential Financial
New Jersey
$5.1M +$1.08M +5,084 +27%
TWM
477
Thrive Wealth Management
Pennsylvania
$5.1M +$4.39M +20,601 +626%
WCFA
478
Walkner Condon Financial Advisors
Wisconsin
$5.08M +$361K +1,692 +8%
BHWM
479
Bay Harbor Wealth Management
Maryland
$5.07M -$185K -865 -4%
CCA
480
Cadent Capital Advisors
Oklahoma
$5.06M +$55K +258 +1%
AIP
481
Ameritas Investment Partners
Nebraska
$5.02M +$143K +668 +3%
GBT
482
Grove Bank & Trust
Florida
$5.01M +$300K +1,408 +6%
AIS
483
American Investment Services
Massachusetts
$4.98M +$199K +934 +4%
PG
484
Proffitt & Goodson
Tennessee
$4.98M +$1.61M +7,569 +48%
LA
485
Lane & Associates
New Jersey
$4.95M -$359K -1,683 -7%
UWS
486
Unique Wealth Strategies
Illinois
$4.92M +$4.92M +23,080 New
WT
487
Washington Trust
Rhode Island
$4.91M +$4.8M +22,485 +4,211%
WLIM
488
White Lighthouse Investment Management
Massachusetts
$4.89M +$408K +1,912 +9%
FAN
489
Financial Advisors Network
California
$4.89M -$208K -974 -4%
CWS
490
Cypress Wealth Services
California
$4.88M +$25.6K +120 +0.5%
GWM
491
Greenhouse Wealth Management
Connecticut
$4.78M +$3.41K +16 +0.1%
KWA
492
Kingswood Wealth Advisors
California
$4.77M +$4.39M +20,581 +1,143%
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$4.77M +$1.57M +7,359 +49%
IAN
494
Integrated Advisors Network
Texas
$4.76M -$911K -4,271 -16%
LWM
495
LongView Wealth Management
Georgia
$4.76M +$4.76M +22,797 New
OL
496
Optas LLC
Texas
$4.74M -$1.16M -5,419 -20%
AO
497
Advisor OS
Illinois
$4.72M -$120K -561 -2%
MMPW
498
Mitchell McLeod Pugh & Williams
Alabama
$4.7M -$680K -3,186 -13%
CIA
499
Concurrent Investment Advisors
Florida
$4.69M +$4.69M +21,999 New
CA
500
Continuum Advisory
Idaho
$4.69M -$81.5K -382 -2%
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