VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,861 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 762 increasing their positions, 610 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,861
Holders Change
+200
Holders Change %
+12.04%
% of All Funds
27.28%
Holding in Top 10
199
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.61%
% of All Funds
2.92%
New
276
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 %
BF
501
BOK Financial
Oklahoma
$4.68M +$419K +1,962 +10%
CW
502
Connectus Wealth
Ohio
$4.68M +$647K +3,032 +16%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$4.65M +$987K +4,626 +27%
EFS
504
Essex Financial Services
Connecticut
$4.64M +$571K +2,675 +14%
MWA
505
Martel Wealth Advisors
Washington
$4.63M +$39.5K +185 +0.9%
AMR
506
Asset Management Resources
Massachusetts
$4.62M -$786K -3,686 -15%
BBWP
507
Beacon Bridge Wealth Partners
Pennsylvania
$4.61M +$10.9K +51 +0.2%
RC
508
Rareview Capital
Nevada
$4.6M +$4.6M +21,557 New
IFA
509
Index Fund Advisors
California
$4.6M +$12.6K +59 +0.3%
PFS
510
Prospera Financial Services
Texas
$4.58M -$207K -971 -4%
SHF
511
Stage Harbor Financial
Massachusetts
$4.57M +$4.57M +21,421 New
LC
512
Lindbrook Capital
California
$4.57M +$151K +709 +3%
HL
513
HeadInvest LLC
Maine
$4.55M -$111K -520 -2%
OCM
514
One Capital Management
California
$4.53M -$6.4K -30 -0.1%
NOI
515
Newton One Investments
Delaware
$4.53M +$67.2K +315 +2%
SFG
516
Sovereign Financial Group
Connecticut
$4.5M +$316K +1,480 +8%
ASN
517
Advisory Services Network
Georgia
$4.49M -$2.97M -13,899 -40%
RIM
518
RW Investment Management
Idaho
$4.46M +$137K +641 +3%
CW
519
Cabot-Wellington
Massachusetts
$4.45M -$230K -1,076 -5%
CAC
520
Certified Advisory Corp
Florida
$4.45M -$1.07M -5,012 -19%
UBV
521
United Bank (Virginia)
Virginia
$4.43M +$88.3K +414 +2%
PFA
522
Pathway Financial Advisors
Vermont
$4.43M +$77.7K +364 +2%
FF
523
Farrell Financial
New York
$4.36M +$4.36M +22,996 New
FTS
524
Fifth Third Securities
Ohio
$4.36M +$38K +178 +0.9%
SFG
525
Sage Financial Group
Pennsylvania
$4.35M +$1.94M +9,074 +80%
19 20
21
22 23