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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 %
AWM
1601
Aprio Wealth Management
Georgia
$233K +$3.2K +15 +1%
DIP
1602
Davis Investment Partners
North Carolina
$233K – – –
BI
1603
Berkeley Inc
Idaho
$231K -$21.1K -99 -8%
VHAM
1604
Van Hulzen Asset Management
California
$231K +$231K +1,084 New
SL
1605
Sentry LLC
Tennessee
$230K +$230K +1,080 New
PCG
1606
Prosperity Consulting Group
Maryland
$230K -$16K -75 -7%
MAA
1607
Matrix Asset Advisors
New York
$230K +$213 +1 +0.1%
LSPW
1608
Lake Street Private Wealth
Illinois
$227K +$427 +2 +0.2%
NAG
1609
Northstar Advisory Group
New Jersey
$227K +$640 +3 +0.3%
SM
1610
Sensible Money
Arizona
$226K – – –
TC
1611
Truvestments Capital
Florida
$226K +$1.07K +5 +0.5%
CAM
1612
Covenant Asset Management
New Jersey
$225K -$34.3K -161 -13%
SPA
1613
Sentinel Pension Advisors
Massachusetts
$225K -$1.28K -6 -0.6%
AWM
1614
Arista Wealth Management
Nevada
$222K +$222K +1,040 New
AWA
1615
Amplius Wealth Advisors
Pennsylvania
$222K +$222K +1,039 New
DB
1616
Dravo Bay
Delaware
$219K -$11.7K -55 -5%
CB
1617
Community Bank
New York
$219K – – –
BCMLT
1618
Beacon Capital Management LLC (Tennessee)
Tennessee
$218K -$7.38K -39 -3%
FCA
1619
FinTrust Capital Advisors
South Carolina
$218K – – –
CFC
1620
Coyle Financial Counsel
Illinois
$218K +$218K +1,020 New
ES
1621
ETF Store
Kansas
$217K +$217K +1,017 New
IWP
1622
IAG Wealth Partners
Wisconsin
$217K +$3.41K +16 +2%
VWA
1623
VERITY Wealth Advisors
United States
$217K +$217K +1,015 New
GC
1624
Gilbert & Cook
Iowa
$216K +$216K +1,012 New
GDP
1625
Great Diamond Partners
Maine
$216K +$216K +1,012 New
63 64
65
66 67