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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 %
SIG
1651
Stonegate Investment Group
Alabama
$206K +$206K +965 New
SCA
1652
Stonebridge Capital Advisors
Minnesota
$206K +$57K +267 +38%
BA
1653
Bluesphere Advisors
Pennsylvania
$205K +$205K +963 New
RIS
1654
Retirement Income Solutions
Michigan
$205K +$205K +961 New
PMG
1655
Private Management Group
California
$204K +$204K +957 New
JCM
1656
Jacobi Capital Management
Pennsylvania
$204K +$204K +956 New
FCM
1657
Firestone Capital Management
Florida
$204K +$204K +956 New
PIM
1658
Provident Investment Management
Michigan
$203K +$203K +950 New
RW
1659
RVW Wealth
California
$202K +$113K +529 +126%
RBFC
1660
Roman Butler Fullerton & Co
Missouri
$202K +$202K +961 New
MC
1661
Matisse Capital
Oregon
$202K +$202K +946 New
JEST
1662
JTC Employer Solutions Trustee
Jersey
$200K -$346K -1,600 -63%
CBT
1663
Central Bank & Trust
Kentucky
$197K +$167K +783 +551%
RWPA
1664
Richard W. Paul & Associates
Michigan
$197K -$21.5K -101 -10%
PAIM
1665
Punch & Associates Investment Management
Minnesota
$196K – – –
Nomura Asset Management
1666
Nomura Asset Management
Japan
$192K – – –
BC
1667
Belmont Capital
California
$187K +$853 +4 +0.5%
MJRIC
1668
Mogy Joel R Investment Counsel
California
$187K – – –
MA
1669
MCF Advisors
Kentucky
$183K +$46.7K +219 +34%
DAC
1670
Dividend Assets Capital
South Carolina
$180K – – –
HGERS
1671
Householder Group Estate & Retirement Specialist
Arizona
$177K +$24K +113 +16%
JFGIW
1672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K +$50.3K +236 +40%
C
1673
Covestor
United Kingdom
$175K +$853 +4 +0.5%
TFGT
1674
TS Financial Group (TSFG)
Illinois
$174K -$73.2K -343 -30%
CSC
1675
Caldwell Sutter Capital
California
$172K +$16.8K +79 +11%
65 66
67
68 69