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 %
ECA
676
Elevated Capital Advisors
Utah
$2.87M +$55.3K +259 +2%
AWM
677
Adams Wealth Management
Utah
$2.87M +$2.87M +13,458 New
LFAS
678
Level Four Advisory Services
Texas
$2.87M -$243K -1,140 -8%
SWA
679
SOA Wealth Advisors
New York
$2.86M -$70.6K -331 -2%
AI
680
Accredited Investors
Minnesota
$2.86M -$213K -1,000 -7%
RFP
681
Roth Financial Partners
Texas
$2.86M -$44.8K -210 -2%
VP
682
Verum Partners
North Carolina
$2.83M +$529K +2,480 +23%
WCM
683
Windham Capital Management
Massachusetts
$2.83M +$5.33K +25 +0.2%
GLA
684
Great Lakes Advisors
Illinois
$2.82M +$108K +505 +4%
MGWA
685
Monument Group Wealth Advisors
Massachusetts
$2.81M +$2.81M +13,178 New
NFP
686
Narus Financial Partners
Utah
$2.81M +$481K +2,255 +21%
BFG
687
Berger Financial Group
Minnesota
$2.8M -$17.7K -83 -0.6%
CWM
688
Cranbrook Wealth Management
Michigan
$2.79M -$5.33K -25 -0.2%
DWT
689
Dorsey & Whitney Trust
South Dakota
$2.78M -$208K -977 -7%
RFG
690
REAP Financial Group
Texas
$2.76M +$2.76M +12,960 New
IA
691
IFP Advisors
Florida
$2.76M -$566K -2,652 -17%
WF
692
Welch & Forbes
Massachusetts
$2.75M -$53.1K -249 -2%
BAMG
693
Brand Asset Management Group
Missouri
$2.74M -$47.6K -223 -2%
OGF
694
Orin Green Financial
California
$2.74M -$151K -709 -5%
IC
695
IEQ Capital
California
$2.74M +$80.2K +376 +3%
MOS
696
MGO One Seven
Ohio
$2.73M +$511K +2,397 +23%
LSAG
697
Lake Street Advisors Group
New Hampshire
$2.73M -$306K -1,433 -10%
PFM
698
Phillips Financial Management
Indiana
$2.73M -$31.1K -146 -1%
WJWM
699
Williams Jones Wealth Management
New York
$2.71M -$138K -647 -5%
SMC
700
Smith, Moore & Co
Missouri
$2.69M -$165K -774 -6%
26 27
28
29 30