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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 %
COCM
1176
Charter Oak Capital Management
New Hampshire
$667K +$24.7K +116 +4%
TH
1177
TCTC Holdings
Texas
$666K – – –
THL
1178
Tillman Hartley LLC
Colorado
$665K -$640 -3 -0.1%
CFP
1179
Catalyst Financial Partners
Massachusetts
$664K +$83.6K +392 +14%
MWA
1180
Midland Wealth Advisors
Illinois
$661K +$661K +3,099 New
ICG
1181
InterOcean Capital Group
Tennessee
$661K +$149K +699 +29%
TC
1182
TAP Consulting
Missouri
$660K -$42.2K -198 -6%
EP
1183
Eudaimonia Partners
Tennessee
$653K +$43.3K +203 +7%
IAIM
1184
International Assets Investment Management
Florida
$653K +$653K +3,062 New
RW
1185
Rede Wealth
Virginia
$653K -$692K -3,246 -51%
GWS
1186
Glassman Wealth Services
Virginia
$651K +$475K +2,227 +270%
KAM
1187
KEB Asset Management
Illinois
$643K -$5.97K -28 -0.9%
1WM
1188
1900 Wealth Management
Texas
$642K -$106K -497 -14%
PMG
1189
ProVise Management Group
Florida
$639K -$17.7K -83 -3%
OA
1190
Operose Advisors
Wisconsin
$639K -$27.7K -130 -4%
SWM
1191
Stockman Wealth Management
Montana
$637K -$83.8K -393 -12%
MPCG
1192
Matrix Private Capital Group
New York
$633K +$2.13K +10 +0.3%
MSG
1193
Main Street Group
Virginia
$633K +$633K +2,968 New
ADL
1194
Asset Dedication LLC
California
$633K +$37.8K +178 +6%
LWM
1195
Lyell Wealth Management
California
$633K -$61.9K -290 -9%
CI
1196
Chartist Inc
California
$628K -$3.2K -15 -0.5%
OWA
1197
Outlook Wealth Advisors
Texas
$628K -$1.49K -7 -0.2%
FNB
1198
Farmers National Bank
Kentucky
$625K +$2.56K +12 +0.4%
KCM
1199
Kendall Capital Management
Maryland
$624K – – –
BP
1200
BBR Partners
New York
$623K -$110K -514 -15%
46 47
48
49 50