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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 %
AWA
1476
Arete Wealth Advisors
Illinois
$311K +$311K +1,459 New
WW
1477
Waterfront Wealth
Kansas
$311K +$43.3K +203 +16%
CC
1478
Callan Capital
California
$310K -$32.6K -153 -10%
VFG
1479
Valley Financial Group
Pennsylvania
$309K +$309K +1,447 New
CAM
1480
Congress Asset Management
Massachusetts
$308K – – –
TA
1481
Tactive Advisors
Florida
$306K -$36.7K -172 -11%
FCC
1482
Flower City Capital
New York
$306K -$3.63K -17 -1%
PCM
1483
Pennsylvania Capital Management
Pennsylvania
$305K +$213 +1 +0.1%
HW
1484
Hancock Whitney
Mississippi
$305K – – –
AIC
1485
Archer Investment Corporation
Indiana
$304K +$213 +1 +0.1%
FIM
1486
Fernwood Investment Management
Massachusetts
$304K -$10.2K -48 -3%
MWP
1487
Madison Wealth Partners
Wisconsin
$303K – – –
HA
1488
Herold Advisors
New York
$302K -$3.84K -18 -1%
S
1489
Sunpointe
Missouri
$301K +$301K +1,410 New
B
1490
Bridgeworth
Alabama
$301K -$8.32K -39 -3%
WFA
1491
WMG Financial Advisors
Tennessee
$300K -$10.9K -51 -4%
HI
1492
Human Investing
Oregon
$299K +$7.04K +33 +2%
NRW
1493
Nova R Wealth
Kansas
$299K -$25.4K -119 -8%
HPC
1494
HM Payson & Co
Maine
$297K -$3.84K -18 -1%
PJSIMP
1495
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K +$41.4K +197 +16%
WAM
1496
WNY Asset Management
New York
$296K -$8.32K -39 -3%
TC
1497
Trilogy Capital
California
$295K -$12.8K -60 -4%
QCM
1498
Quantinno Capital Management
New York
$295K +$295K +1,381 New
HIP
1499
HUB Investment Partners
Texas
$295K +$295K +1,382 New
WSWA
1500
Warren Street Wealth Advisors
California
$295K -$9.17K -43 -3%
58 59
60
61 62