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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 %
FNT
876
First National Trust
Pennsylvania
$1.64M -$4.48K -21 -0.3%
BWM
877
BCS Wealth Management
Tennessee
$1.64M +$96.4K +452 +6%
OFS
878
Orrstown Financial Services
Pennsylvania
$1.64M +$1.64M +7,665 New
RLIM
879
Red Lighthouse Investment Management
New York
$1.63M – – –
PSF
880
Pacific Sun Financial
California
$1.63M -$26.7K -125 -2%
CCFM
881
Clear Creek Financial Management
Washington
$1.63M +$769K +3,606 +89%
STA
882
Summit Trail Advisors
New York
$1.62M -$164K -769 -9%
DSC
883
Duncker Streett & Co
Missouri
$1.62M +$6.4K +30 +0.4%
HG
884
Harbor Group
New Hampshire
$1.62M +$1.62M +7,597 New
LF
885
Lee Financial
Texas
$1.62M -$10.2K -48 -0.6%
ESB
886
Essex Savings Bank
Connecticut
$1.6M +$116K +545 +8%
SPC
887
Sigma Planning Corp
Michigan
$1.58M -$2.7M -12,659 -63%
MCM
888
MidAtlantic Capital Management
Virginia
$1.58M +$1.58M +7,427 New
BFG
889
Beacon Financial Group
Texas
$1.58M +$144K +675 +10%
TCOV
890
Trust Company of Vermont
Vermont
$1.57M +$24.7K +116 +2%
PCM
891
Parsons Capital Management
Rhode Island
$1.57M -$20.3K -95 -1%
CWM
892
Cherrydale Wealth Management
New Jersey
$1.57M +$29.2K +137 +2%
NEAM
893
New England Asset Management
Connecticut
$1.57M -$3.67M -17,200 -70%
IAG
894
Investment Advisory Group
Massachusetts
$1.55M -$102K -476 -6%
AIM
895
Anchor Investment Management
South Carolina
$1.55M -$71K -333 -4%
CFGSD
896
Compass Financial Group (South Dakota)
South Dakota
$1.54M -$276K -1,294 -15%
HP
897
Holistic Planning
Texas
$1.53M +$1.53M +7,192 New
GA
898
GFS Advisors
Texas
$1.53M +$101K +475 +7%
GIA
899
Gladstone Institutional Advisory
Florida
$1.53M +$18.8K +88 +1%
GWMIA
900
Global Wealth Management Investment Advisory
Florida
$1.53M -$49.5K -232 -3%
34 35
36
37 38