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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 %
SFA
701
Semmax Financial Advisors
North Carolina
$2.69M +$293K +1,394 +12%
BIM
702
Bridges Investment Management
Nebraska
$2.68M – – –
AA
703
Alesco Advisors
New York
$2.68M -$118K -555 -4%
FFC
704
First Financial Corp
Indiana
$2.68M +$921K +4,318 +52%
MA
705
Mosaic Advisors
Texas
$2.67M +$236K +1,108 +10%
EDRH
706
Edmond de Rothschild Holding
Switzerland
$2.67M – – –
LFA
707
Landmark Financial Advisors
Kentucky
$2.65M -$34.8K -163 -1%
KSWA
708
Kathleen S. Wright Associates
Pennsylvania
$2.65M +$223K +1,045 +9%
PIAS
709
PCA Investment Advisory Services
Ohio
$2.61M -$161K -757 -6%
R
710
Rebalance
California
$2.61M -$17.3K -81 -0.7%
CAMG
711
CWA Asset Management Group
Florida
$2.61M -$179K -841 -6%
SFA
712
Sequoia Financial Advisors
Ohio
$2.6M +$339K +1,588 +15%
TFA
713
Trinity Financial Advisors
Ohio
$2.59M -$141K -659 -5%
NFG
714
Nations Financial Group
Iowa
$2.58M -$71.5K -335 -3%
MPM
715
MBB Public Markets
Illinois
$2.56M +$2.56M +12,000 New
EFG
716
Embree Financial Group
Illinois
$2.53M +$2.53M +11,869 New
AWA
717
Acorn Wealth Advisors
Michigan
$2.53M +$28.6K +134 +1%
MHIC
718
Marble Harbor Investment Counsel
Massachusetts
$2.52M +$66.1K +310 +3%
FFN
719
Focus Financial Network
Minnesota
$2.52M +$369K +1,731 +17%
CM
720
Columbus Macro
Pennsylvania
$2.52M +$297K +1,399 +13%
FUBT
721
First United Bank & Trust
Maryland
$2.52M +$45K +211 +2%
CGPCS
722
Capital Group Private Client Services
California
$2.52M +$505K +2,367 +25%
Fiera Capital (Canada)
723
Fiera Capital (Canada)
Quebec, Canada
$2.51M +$1.42M +6,644 +130%
ASG
724
Ariston Services Group
California
$2.49M +$2.49M +11,662 New
OWA
725
Octavia Wealth Advisors
Ohio
$2.49M -$50.6K -237 -2%
27 28
29
30 31