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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 %
RFN
1551
RDA Financial Network
Iowa
$255K – – –
BIP
1552
Blueprint Investment Partners
North Carolina
$254K +$11.1K +52 +5%
HSBC Holdings
1553
HSBC Holdings
United Kingdom
$254K – – –
SCM
1554
Sollinda Capital Management
Florida
$253K +$253K +1,188 New
SP
1555
Stonebrook Private
Michigan
$253K +$253K +1,187 New
OC
1556
Oakworth Capital
Alabama
$253K -$1.71K -8 -0.7%
MNBTD
1557
Moody National Bank Trust Division
Texas
$253K – – –
OC
1558
Oarsman Capital
Wisconsin
$253K – – –
LWCFA
1559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K -$8.93K -43 -3%
AFA
1560
Alpha Financial Advisors
North Carolina
$253K -$37.3K -175 -13%
Harris Associates
1561
Harris Associates
Illinois
$250K +$250K +1,174 New
CC
1562
Copperleaf Capital
North Carolina
$250K -$59.1K -277 -19%
BMO
1563
Beck Mack & Oliver
New York
$250K – – –
IPW
1564
Impact Partnership Wealth
Georgia
$249K -$123K -575 -33%
WDL
1565
Well Done LLC
Michigan
$249K – – –
MFA
1566
Millington Financial Advisors
Illinois
$249K -$4.91K -23 -2%
DFA
1567
DHJJ Financial Advisors
Illinois
$249K -$36.5K -171 -13%
AMIM
1568
Aull & Monroe Investment Management
Alabama
$249K – – –
RWRC
1569
R.W. Roge & Company
New York
$249K – – –
CFO
1570
Callan Family Office
Pennsylvania
$247K – – –
AWM
1571
Austin Wealth Management
Texas
$247K -$62.5K -289 -20%
BMWM
1572
Brown Miller Wealth Management
Virginia
$246K – – –
GA
1573
GSG Advisors
New Jersey
$246K +$246K +1,191 New
B
1574
Bensler
Washington
$246K +$640 +3 +0.3%
NCFG
1575
New Century Financial Group
New Jersey
$245K +$245K +1,150 New
61 62
63
64 65