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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
901
TritonPoint Wealth
Maryland
$1.53M +$1.53M +7,157 New
HWM
902
Hohimer Wealth Management
Washington
$1.52M +$97.1K +455 +7%
XF
903
XML Financial
Maryland
$1.51M -$62.3K -292 -4%
CWP
904
Cyndeo Wealth Partners
Florida
$1.51M +$75.1K +352 +5%
AG
905
AlTi Global
New York
$1.5M +$1.5M +7,024 New
SCP
906
Shorepoint Capital Partners
Massachusetts
$1.49M +$391K +1,835 +36%
GSWM
907
Greenup Street Wealth Management
Michigan
$1.47M +$250K +1,170 +20%
SC
908
SouthState Corp
Florida
$1.46M +$97.9K +459 +7%
FB
909
Fulton Bank
Pennsylvania
$1.46M -$30.5K -143 -2%
SNBOSCI
910
Security National Bank of Sioux City Iowa
Iowa
$1.46M -$4.27K -20 -0.3%
SFG
911
Sunburst Financial Group
Alabama
$1.45M +$2.77K +13 +0.2%
PIFP
912
Partners in Financial Planning
Virginia
$1.44M +$2.77K +13 +0.2%
CSB
913
City State Bank
Iowa
$1.44M -$153K -715 -10%
SIAS
914
Summit Investment Advisory Services
Minnesota
$1.44M +$2.13K +10 +0.1%
SPI
915
Santori & Peters Inc
Pennsylvania
$1.43M -$40.5K -190 -3%
RWM
916
Ritholtz Wealth Management
New York
$1.43M +$445K +2,088 +45%
TCA
917
Transcend Capital Advisors
New Jersey
$1.43M -$315K -1,475 -18%
FPIS
918
Financial Planning & Information Services
Wisconsin
$1.42M -$80K -375 -5%
VFA
919
Valeo Financial Advisors
Indiana
$1.42M +$76.6K +359 +6%
WP
920
WMS Partners
Maryland
$1.41M – – –
CAL
921
Capital Analysts LLC
Pennsylvania
$1.4M -$41K -192 -3%
LWP
922
Laurel Wealth Planning
Minnesota
$1.4M -$194K -908 -12%
GAM
923
Grandview Asset Management
Pennsylvania
$1.39M -$148K -695 -10%
VC
924
Vicus Capital
Pennsylvania
$1.39M -$1.54M -7,219 -53%
WPC
925
Waters Parkerson & Co
Louisiana
$1.39M +$108K +507 +8%
35 36
37
38 39