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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 %
NEWAS
751
N.E.W. Advisory Services
Wisconsin
$2.33M +$6.19K +29 +0.3%
TIM
752
Tortoise Investment Management
New York
$2.33M +$3.63K +17 +0.2%
CP
753
Camelot Portfolios
Ohio
$2.32M +$309K +1,450 +15%
PCS
754
Private Client Services
Kentucky
$2.32M +$2.32M +10,870 New
BWM
755
Boyd Wealth Management
California
$2.32M +$492K +2,305 +27%
RCM
756
Radnor Capital Management
Pennsylvania
$2.32M +$53.1K +249 +2%
AWM
757
Apollon Wealth Management
South Carolina
$2.3M +$13.9K +65 +0.6%
SL
758
SFM LLC
New Hampshire
$2.3M +$2.3M +10,783 New
TWM
759
Tanager Wealth Management
United Kingdom
$2.3M +$26.9K +126 +1%
IAA
760
Independent Advisor Alliance
North Carolina
$2.29M +$1.14M +5,685 +100%
Vontobel Holding
761
Vontobel Holding
Switzerland
$2.28M -$25.6K -120 -1%
KFA
762
Kelleher Financial Advisors
New York
$2.26M +$128K +600 +6%
MFGM
763
Marshall Financial Group (Maryland)
Maryland
$2.26M -$263K -1,235 -10%
CFA
764
CWS Financial Advisors
Michigan
$2.25M +$64.9K +304 +3%
SWA
765
Strategies Wealth Advisors
Michigan
$2.25M -$8.96K -42 -0.4%
EGWAG
766
Elwood & Goetz Wealth Advisory Group
Georgia
$2.25M +$15.4K +72 +0.7%
SYBT
767
Stock Yards Bank & Trust
Kentucky
$2.24M +$7.89K +37 +0.4%
MAM
768
Marquette Asset Management
Minnesota
$2.24M -$17.9K -84 -0.8%
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$2.24M -$13.9K -65 -0.6%
G
770
Gainplan
Michigan
$2.24M +$36.1K +169 +2%
SF
771
SWP Financial
California
$2.23M +$2.23M +10,464 New
FPCP
772
Fort Point Capital Partners
California
$2.23M +$432K +2,027 +24%
HWM
773
HFG Wealth Management
Texas
$2.23M +$2.23M +10,444 New
CAM
774
Columbia Asset Management
Michigan
$2.22M -$161K -755 -7%
JPLA
775
Joseph P. Lucia & Associates
New York
$2.21M +$166K +780 +8%
29 30
31
32 33