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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 %
SIA
926
Soltis Investment Advisors
Utah
$1.38M -$159K -747 -10%
WFA
927
Wellspring Financial Advisors
Ohio
$1.37M +$20.9K +98 +2%
UWM
928
USAdvisors Wealth Management
Minnesota
$1.37M -$465K -2,179 -25%
KWM
929
Kingsview Wealth Management
Oregon
$1.36M -$1.53M -7,177 -53%
GW
930
GW & Wade
Massachusetts
$1.36M +$211K +990 +18%
IF
931
Ironwood Financial
Arizona
$1.35M +$365K +1,710 +37%
SSWG
932
Seven Springs Wealth Group
Tennessee
$1.35M -$2.77K -13 -0.2%
ASW
933
Astoria Strategic Wealth
Texas
$1.35M +$116K +543 +9%
SIMC
934
Squire Investment Management Company
Utah
$1.35M +$1.35M +6,307 New
RBC
935
Romano Brothers & Co
Illinois
$1.34M -$112K -524 -8%
MWP
936
Meridian Wealth Partners
Pennsylvania
$1.34M +$47.1K +221 +4%
CWC
937
Carolinas Wealth Consulting
North Carolina
$1.34M +$1.71K +8 +0.1%
CIC
938
Carnegie Investment Counsel
Ohio
$1.34M -$66.3K -311 -5%
BIA
939
Bell Investment Advisors
California
$1.33M +$105K +490 +9%
BFIM
940
Beese Fulmer Investment Management
Ohio
$1.33M +$16.6K +78 +1%
DFC
941
DBK Financial Counsel
Ohio
$1.32M +$338K +1,585 +35%
RIM
942
Rockbridge Investment Management
New York
$1.31M – – –
IDA
943
Intelligence Driven Advisers
California
$1.31M -$9.61M -46,292 -88%
ACM
944
Advisors Capital Management
New Jersey
$1.3M +$884K +4,146 +211%
ULWM
945
Upper Left Wealth Management
Florida
$1.29M +$1.02M +4,787 +379%
MAS
946
Madden Advisory Services
Florida
$1.29M -$15.4K -72 -1%
MI
947
Moneywise Inc
Virginia
$1.28M -$70.2K -329 -5%
PI
948
PFG Investments
New York
$1.28M +$218K +1,020 +20%
STB
949
S&T Bank
Pennsylvania
$1.28M – – –
RWM
950
Refined Wealth Management
Utah
$1.28M +$116K +546 +10%
36 37
38
39 40