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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 %
RIG
526
Ramiah Investment Group
Wisconsin
$4.34M +$311K +1,458 +8%
DF
527
Dunhill Financial
United Kingdom
$4.32M +$4.32M +21,281 New
SWP
528
Summit Wealth Partners
Florida
$4.31M -$48.9K -229 -1%
JFG
529
JMG Financial Group
Illinois
$4.28M +$385K +1,804 +10%
ACP
530
Aveo Capital Partners
Colorado
$4.27M +$318K +1,490 +8%
WA
531
Waverly Advisors
Alabama
$4.25M +$4.27K +20 +0.1%
FF
532
Financial Futures
New Jersey
$4.23M +$12.8K +60 +0.3%
SL
533
Salomon & Ludwin
Virginia
$4.21M – – –
WBCM
534
Wilson & Boucher Capital Management
California
$4.2M +$112K +525 +3%
CFO
535
Colony Family Offices
North Carolina
$4.18M +$160K +750 +4%
TYCC
536
Texas Yale Capital Corp
Florida
$4.17M +$421K +1,975 +11%
APC
537
Aspire Private Capital
North Carolina
$4.16M -$36.7K -172 -0.9%
SQA
538
Simon Quick Advisors
New Jersey
$4.13M -$146K -683 -3%
RC
539
Roundview Capital
New Jersey
$4.13M +$89K +417 +2%
PFG
540
PAX Financial Group
Texas
$4.12M -$289K -1,363 -7%
IA
541
IFG Advisors
Missouri
$4.11M +$7.89K +37 +0.2%
TDWM
542
Topel & Distasi Wealth Management
California
$4.09M -$63.6K -298 -2%
JE
543
JMAC Enterprises
Pennsylvania
$4.09M -$8.75K -41 -0.2%
BWP
544
Bernardo Wealth Planning
Pennsylvania
$4.09M +$4.09M +19,158 New
MWM
545
MY Wealth Management
Maryland
$4.08M +$177K +832 +5%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07M +$137K +641 +3%
WIM
547
Waycross Investment Management
Washington
$4.06M +$156K +733 +4%
BWG
548
Balanced Wealth Group
Ohio
$4.05M +$4.05M +18,991 New
COI
549
Connable Office Inc
Michigan
$4.04M +$57.2K +268 +1%
LWA
550
LWS Wealth Advisors
New Jersey
$4.04M +$12.6K +59 +0.3%
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