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Vanguard Small-Cap ETF
VB

1,872 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 768 increasing their positions, 611 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $7.08M

447% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 51

26% more repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 611

22% more capital invested

Capital invested by funds: $25.2B → $30.8B (+$5.63B)

20% more funds holding in top 10

Funds holding in top 10: 167 → 201 (+34)

12% more funds holding

Funds holding: 1,669 → 1,872 (+203)

5.76% more ownership

Funds ownership: 57.56% → 63.32% (+5.8%)

Holders
1,872
Holders Change
+203
Holders Change %
+12.16%
% of All Funds
27.29%
Holding in Top 10
201
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.36%
% of All Funds
2.93%
New
279
Increased
768
Reduced
611
Closed
51
Calls
$43.9M
Puts
$7.08M
Net Calls
+$36.8M
Net Calls Change
+$20.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.37B
2
Cerity Partners
Cerity Partners
New York
+$1.05B
3
ERSOT
Employees Retirement System of Texas
Texas
+$90.2M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$53.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$52.5M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$44.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$34.3M
4
CWM
Circle Wealth Management
New Jersey
-$32.6M
5
PPFA
Provida Pension Fund Administrator
Chile
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Silverlake Wealth Management
Vermont
$1.13M +$20K +104 +2%
Principal Financial Group
1002
Principal Financial Group
Iowa
$1.13M +$59.9K +311 +6%
SHFA
1003
SC&H Financial Advisors
Maryland
$1.12M +$1.73K +9 +0.2%
PTC
1004
Private Trust Company
Ohio
$1.11M +$8.67K +45 +0.9%
FFO
1005
Fortitude Family Office
Arizona
$1.11M +$1M +5,214 New
VA
1006
Vident Advisory
Georgia
$1.11M – – –
FI
1007
FIDELIS iM
Oregon
$1.11M – – –
CMBA
1008
C.M. Bidwell & Associates
Hawaii
$1.11M +$3.85K +20 +0.4%
S
1009
Sachetta
Massachusetts
$1.1M +$992K +5,150 New
SWM
1010
SeaCrest Wealth Management
New York
$1.1M +$151K +783 +17%
FBFS
1011
First Business Financial Services
Wisconsin
$1.1M -$250K -1,299 -20%
BWP
1012
BSW Wealth Partners
Colorado
$1.09M -$28.1K -146 -3%
WWM
1013
Western Wealth Management
Colorado
$1.09M +$151K +784 +18%
CAM
1014
CPA Asset Management
Florida
$1.09M +$138K +714 +16%
SCA
1015
Stillwater Capital Advisors
Pennsylvania
$1.08M +$179K +930 +22%
AC
1016
Applied Capital
Arkansas
$1.08M +$979K +5,081 New
CAM
1017
Cidel Asset Management
Ontario, Canada
$1.08M – – –
PA
1018
Probity Advisors
Texas
$1.07M – – –
MPW
1019
MGO Private Wealth
California
$1.07M +$307K +1,592 +46%
NFP
1020
NorthLanding Financial Partners
New York
$1.07M -$19.8K -103 -2%
JCM
1021
Jag Capital Management
Missouri
$1.07M – – –
VIM
1022
Vista Investment Management
Pennsylvania
$1.07M -$4.62K -24 -0.5%
KIA
1023
KCM Investment Advisors
California
$1.06M -$75.9K -394 -7%
PD
1024
Planning Directions
Pennsylvania
$1.05M +$39.5K +205 +4%
PNC
1025
Park National Corp
Ohio
$1.05M – – –
39 40
41
42 43

VB Hedge Fund Activity: Q4 2023 in Review

1,872 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2023, worth a combined $30.8B — up 22% from $25.2B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new VB positions and 51 closed out — a net gain of 228 holders — while 768 added to existing stakes and 611 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Osaic Holdings, cutting an estimated $44.1M.

  • 1,872 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2023, up from 1,669 in Q3 2023.
  • Funds reported $30.8B of Vanguard Small-Cap ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 279 funds opened new Vanguard Small-Cap ETF positions in Q4 2023 and 51 closed out, a net change of +228 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2023 was Osaic Holdings, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2023.