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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 %
EAM
976
Evanson Asset Management
California
$1.2M +$2.99K +14 +0.2%
QCG
977
Quadrant Capital Group
Ohio
$1.2M -$78.7K -369 -6%
PO
978
Private Ocean
California
$1.19M +$209K +979 +21%
TFCP
979
Twin Focus Capital Partners
Massachusetts
$1.19M +$4.91K +23 +0.4%
MWA
980
Muirfield Wealth Advisors
North Carolina
$1.18M +$1.18M +5,551 New
TA
981
TFG Advisers
Michigan
$1.18M -$41.8K -196 -3%
DWM
982
Defined Wealth Management
Oregon
$1.18M +$9.17K +43 +0.8%
OA
983
Oxbow Advisors
Texas
$1.16M – – –
GT
984
Greenleaf Trust
Michigan
$1.16M -$98.1K -460 -8%
PFP
985
Pinnacle Financial Partners
Tennessee
$1.16M -$883K -4,140 -43%
CSIC
986
Clifford Swan Investment Counsel
California
$1.16M -$24.7K -116 -2%
CPSC
987
Carl P. Sherr & Co
Massachusetts
$1.15M +$867K +4,066 +302%
JWM
988
Jeppson Wealth Management
California
$1.15M +$240K +1,124 +26%
ZF
989
Zhang Financial
Michigan
$1.15M +$75.5K +354 +7%
MFWM
990
Motley Fool Wealth Management
Virginia
$1.14M +$124K +584 +12%
CPA
991
Cardiff Park Advisors
California
$1.14M +$5.12K +24 +0.4%
TCPWM
992
Traverso Chambers Private Wealth Management
California
$1.14M – – –
CSWM
993
Cassady Schiller Wealth Management
Ohio
$1.14M -$86.6K -406 -7%
FAB
994
First American Bank
Illinois
$1.14M +$55K +258 +5%
Two Sigma Advisers
995
Two Sigma Advisers
New York
$1.13M +$1.13M +5,300 New
SWA
996
Sightline Wealth Advisors
Connecticut
$1.13M +$75.1K +352 +7%
SWM
997
Silverlake Wealth Management
Vermont
$1.13M +$22.2K +104 +2%
Principal Financial Group
998
Principal Financial Group
Iowa
$1.13M +$66.3K +311 +6%
SHFA
999
SC&H Financial Advisors
Maryland
$1.12M +$1.92K +9 +0.2%
PTC
1000
Private Trust Company
Ohio
$1.11M +$9.6K +45 +0.9%
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40
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