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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 %
PVI
826
Pine Valley Investments
New Jersey
$1.92M +$2.35K +11 +0.1%
SFG
827
StrategIQ Financial Group
Indiana
$1.92M +$8.75K +41 +0.5%
CA
828
CGN Advisors
Kansas
$1.9M +$552K +2,589 +41%
FCM
829
Family Capital Management
Michigan
$1.9M +$427K +2,001 +29%
BHWM
830
Beaird Harris Wealth Management
Texas
$1.9M +$18.6K +87 +1%
LPP
831
Life Planning Partners
Florida
$1.89M +$1.89M +8,873 New
BC
832
Barrett & Company
Rhode Island
$1.89M +$159K +744 +9%
HHWM
833
Hiley Hunt Wealth Management
Nebraska
$1.88M +$1.88M +8,817 New
MBFW
834
Morton Brown Family Wealth
Pennsylvania
$1.88M -$38K -178 -2%
SAF
835
Smith Anglin Financial
Texas
$1.88M +$5.55K +26 +0.3%
IBOK
836
Independence Bank of Kentucky
Kentucky
$1.88M -$37.5K -176 -2%
WP
837
Wealthspan Partners
Iowa
$1.86M +$42.7K +200 +2%
EA
838
Eclectic Associates
California
$1.85M +$18.8K +88 +1%
OBWG
839
Onyx Bridge Wealth Group
New York
$1.84M -$95.4K -447 -5%
JA
840
JVL Associates
Michigan
$1.81M -$52.7K -247 -3%
IP
841
Investment Partners
Ohio
$1.81M -$68.9K -323 -4%
EPP
842
ETF Portfolio Partners
Kansas
$1.8M +$5.55K +26 +0.3%
SSW
843
Stone Summit Wealth
Florida
$1.79M +$126K +590 +8%
WIA
844
World Investment Advisors
California
$1.78M +$263K +1,234 +17%
WCP
845
Wick Capital Partners
Pennsylvania
$1.78M -$152K -711 -8%
MAM
846
McLean Asset Management
Virginia
$1.78M -$19.4K -94 -1%
MCA
847
Maryland Capital Advisors
Maryland
$1.77M – – –
CWM
848
Congress Wealth Management
Massachusetts
$1.77M +$210K +984 +13%
SAM
849
Secure Asset Management
Michigan
$1.76M +$142K +666 +9%
BC
850
Brio Consultants
California
$1.76M +$699K +3,275 +66%
32 33
34
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