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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,860 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 762 increasing their positions, 610 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+199
Holders Change %
+11.98%
% of All Funds
27.27%
Holding in Top 10
199
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.61%
% of All Funds
2.92%
New
275
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
1
Morgan Stanley
New York
$2.99B
2
ERSOT
2
Employees Retirement System of Texas
Texas
$99.8M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$81.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$178M
5
Cerity Partners
5
Cerity Partners
New York
$60.7M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$56.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$170M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$150M
4
LWM
4
Liberty Wealth Management
California
$1.93M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
126
Roberts Wealth Advisors
California
$28.4M +$1.82M +2,917 +7%
JIC
127
Joel Isaacson & Co
New York
$28.4M +$152K +712 +0.5%
CI
128
CX Institutional
Indiana
$28.3M -$2.35M -11,036 -8%
SCA
129
Scott Capital Advisors
Oregon
$28.2M -$1.53M -7,173 -5%
CFFP
130
Center for Financial Planning
Michigan
$28.1M +$3.91M +18,320 +16%
RFC
131
Regions Financial Corp
Alabama
$28.1M +$999K +4,685 +4%
WF
132
Whelan Financial
California
$28.1M +$498K +2,335 +2%
PP
133
PrairieView Partners
Minnesota
$28.1M -$191K -897 -0.7%
SAM
134
SP Asset Management
California
$28.1M +$869K +4,075 +3%
HIF
135
Hill Island Financial
Michigan
$27.5M +$1.6M +7,483 +6%
AWS
136
Atria Wealth Solutions
New York
$27.4M +$2.22M +10,407 +9%
SW
137
SoFi Wealth
California
$27.1M +$1.2M +5,623 +5%
ANTB
138
AMG National Trust Bank
Colorado
$26.8M +$2.78M +13,040 +12%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$26.4M +$3.08M +14,438 +13%
RC
140
Randolph Company
Ohio
$25.7M +$34.1K +160 +0.1%
BOH
141
Bank of Hawaii
Hawaii
$25.3M -$939K -4,401 -4%
FSWA
142
Financial Synergies Wealth Advisors
Texas
$24.9M +$5.9M +32,123 +31%
PIMG
143
Patriot Investment Management Group
Tennessee
$24.7M -$929K -4,353 -4%
MWP
144
Moller Wealth Partners
$24.6M +$708K +3,319 +3%
UCFA
145
United Capital Financial Advisors
Texas
$24.5M -$5.47M -25,651 -18%
WIC
146
Whitegate Investment Counselors
New Hampshire
$24.4M +$138K +646 +0.6%
Brown Advisory
147
Brown Advisory
Maryland
$24.3M +$614K +2,878 +3%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$24.1M +$810K +3,796 +3%
CPIG
149
Chicago Partners Investment Group
Illinois
$23.9M +$2.41M +11,579 +11%
EC
150
Estate Counselors
Wisconsin
$23.9M +$6.21M +29,125 +35%
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