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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 %
TW
776
Traveka Wealth
California
$2.21M +$2.21M +10,376 New
VCM
777
Viewpoint Capital Management
Washington
$2.19M – – –
WAG
778
Wiser Advisor Group
Arizona
$2.17M +$2.17M +10,195 New
WB
779
WesBanco Bank
West Virginia
$2.17M -$311K -1,459 -13%
PAM
780
Peak Asset Management
Colorado
$2.17M -$499K -2,337 -19%
CFA
781
Cahill Financial Advisors
Minnesota
$2.16M +$64.6K +303 +3%
WTA
782
Washington Trust Advisors
Massachusetts
$2.15M -$25.6K -120 -1%
SFWC
783
Strategic Family Wealth Counselors
New Jersey
$2.15M +$114K +535 +6%
AAM
784
Ameraudi Asset Management
New York
$2.15M +$649K +3,043 +43%
WA
785
Wambolt & Associates
Colorado
$2.14M +$2.14M +10,040 New
FA
786
FDx Advisors
Illinois
$2.14M +$232K +1,087 +12%
VFPW
787
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M +$1.84M +8,624 +623%
AWM
788
Avior Wealth Management
Nebraska
$2.13M +$288K +1,364 +16%
MFIMFI
789
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.13M – – –
FT
790
Fiduciary Trust
Massachusetts
$2.13M – – –
DP
791
Denver PWM
Colorado
$2.12M -$163K -789 -7%
RI
792
Ridgewood Investments
New Jersey
$2.11M -$23.3K -109 -1%
VCP
793
Verus Capital Partners
Arizona
$2.11M -$481K -2,256 -19%
SOS
794
Silver Oak Securities
Tennessee
$2.09M -$420K -1,969 -17%
AIM
795
Alhambra Investment Management
Florida
$2.09M -$2.13K -10 -0.1%
FFO
796
Fiduciary Family Office
Florida
$2.09M +$2.09M +9,779 New
VCM
797
Vivaldi Capital Management
Illinois
$2.09M -$80.5K -383 -4%
PFSC
798
Peoples Financial Services Corp
Pennsylvania
$2.08M +$27.9K +131 +1%
SC
799
Scotia Capital
Ontario, Canada
$2.08M +$226K +1,061 +12%
WIM
800
Westside Investment Management
California
$2.07M -$8.96K -42 -0.4%
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