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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 %
FFO
1001
Fortitude Family Office
Arizona
$1.11M +$1.11M +5,214 New
VA
1002
Vident Advisory
Georgia
$1.11M – – –
FI
1003
FIDELIS iM
Oregon
$1.11M – – –
CMBA
1004
C.M. Bidwell & Associates
Hawaii
$1.11M +$4.27K +20 +0.4%
S
1005
Sachetta
Massachusetts
$1.1M +$1.1M +5,150 New
SWM
1006
SeaCrest Wealth Management
New York
$1.1M +$162K +783 +17%
FBFS
1007
First Business Financial Services
Wisconsin
$1.1M -$277K -1,299 -20%
BWP
1008
BSW Wealth Partners
Colorado
$1.09M -$31.1K -146 -3%
WWM
1009
Western Wealth Management
Colorado
$1.09M +$167K +784 +18%
CAM
1010
CPA Asset Management
Florida
$1.09M +$152K +714 +16%
SCA
1011
Stillwater Capital Advisors
Pennsylvania
$1.08M +$198K +930 +22%
AC
1012
Applied Capital
Arkansas
$1.08M +$1.08M +5,081 New
CAM
1013
Cidel Asset Management
Ontario, Canada
$1.08M – – –
PA
1014
Probity Advisors
Texas
$1.07M – – –
MPW
1015
MGO Private Wealth
California
$1.07M +$340K +1,592 +46%
NFP
1016
NorthLanding Financial Partners
New York
$1.07M -$22K -103 -2%
JCM
1017
Jag Capital Management
Missouri
$1.07M – – –
VIM
1018
Vista Investment Management
Pennsylvania
$1.07M -$5.12K -24 -0.5%
KIA
1019
KCM Investment Advisors
California
$1.06M -$84.1K -394 -7%
PD
1020
Planning Directions
Pennsylvania
$1.05M +$43.7K +205 +4%
PNC
1021
Park National Corp
Ohio
$1.05M – – –
KA
1022
Kovack Advisors
Florida
$1.05M -$422K -1,980 -29%
DFA
1023
Delta Financial Advisors
Louisiana
$1.04M -$22.6K -106 -2%
RRA
1024
Round Rock Advisors
Connecticut
$1.04M -$110K -516 -10%
CWMGP
1025
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.04M -$8.11K -38 -0.8%
39 40
41
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