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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 %
FI
576
Financial Insights
Washington
$3.84M -$335K -1,572 -8%
RBC
577
Roble Belko & Company
Pennsylvania
$3.83M -$193K -903 -5%
CBFP
578
Cedar Brook Financial Partners
Ohio
$3.83M +$714K +3,432 +23%
WP
579
WealthPLAN Partners
Nebraska
$3.82M +$5.55K +26 +0.1%
WTB
580
Washington Trust Bank
Washington
$3.82M – – –
MAG
581
Mokosak Advisory Group
Iowa
$3.81M +$57.8K +271 +2%
SAM
582
S.A. Mason
Michigan
$3.78M -$14.1K -66 -0.4%
RFO
583
RiverGlades Family Offices
Florida
$3.77M +$27.1K +125 +0.7%
FFL
584
Financial Freedom LLC
Ohio
$3.74M +$167K +784 +5%
CHA
585
Carmichael Hill & Associates
Maryland
$3.72M -$8.32K -39 -0.2%
SFS
586
Sowell Financial Services
Arkansas
$3.71M -$62.9K -295 -2%
CWM
587
Calamos Wealth Management
Illinois
$3.7M – – –
ORG
588
Optimist Retirement Group
Washington
$3.7M +$3.7M +17,337 New
MAM
589
Mystic Asset Management
Rhode Island
$3.7M +$161K +757 +5%
FFA
590
Frazier Financial Advisors
Ohio
$3.68M +$3.68M +17,228 New
MA
591
Modus Advisors
Minnesota
$3.67M +$247K +1,159 +7%
FLPIM
592
F.L. Putnam Investment Management
Massachusetts
$3.66M -$248K -1,163 -6%
WA
593
WP Advisors
California
$3.65M +$770K +3,608 +27%
FHA
594
First Horizon Advisors
Tennessee
$3.64M +$182K +854 +5%
KFGK
595
Keystone Financial Group (Kentucky)
Kentucky
$3.64M +$55K +258 +2%
RIA
596
Regal Investment Advisors
Michigan
$3.63M +$142K +665 +4%
BFP
597
Beacon Financial Planning
Massachusetts
$3.62M -$30.1K -141 -0.8%
SSB
598
Sandy Spring Bank
Maryland
$3.62M +$595K +2,789 +20%
MG
599
Mather Group
Illinois
$3.6M +$145K +678 +4%
RFA
600
RTD Financial Advisors
Pennsylvania
$3.59M -$227K -1,064 -6%
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