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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 %
PWMAG
151
Pinnacle Wealth Management Advisory Group
New Jersey
$23.8M -$273K -1,280 -1%
Northern Trust
152
Northern Trust
Illinois
$23.5M -$49.9K -234 -0.2%
MA
153
Montag & Associates
Georgia
$23.4M +$10.3M +48,196 +78%
IWC
154
Integrated Wealth Concepts
Massachusetts
$23.3M -$35.8K -168 -0.2%
CCG
155
Chatham Capital Group
Georgia
$23.3M +$3.67M +17,204 +19%
BI
156
Ballast Inc
Kentucky
$23.2M +$1.11M +5,208 +5%
WFM
157
Wolff Financial Management
Michigan
$22.9M +$999K +4,682 +5%
CA
158
Crewe Advisors
Utah
$22.7M +$338K +1,585 +2%
LIM
159
Leavell Investment Management
Alabama
$22.7M +$916K +4,294 +4%
GWA
160
Gratus Wealth Advisors
Virginia
$22.3M +$22.3M +104,711 New
AAP
161
Arax Advisory Partners
Colorado
$22.2M +$768K +3,599 +4%
CRA
162
Clear Rock Advisors
Texas
$21.9M +$21.9M +102,487 New
DIP
163
DT Investment Partners
Pennsylvania
$21.9M +$260K +1,225 +1%
EWA
164
EP Wealth Advisors
California
$21.5M +$237K +1,111 +1%
BFA
165
Bluestem Financial Advisors
Illinois
$21.4M -$1.32M -6,190 -6%
BP
166
BCK Partners
New York
$21.2M +$143K +672 +0.7%
3IP
167
3Chopt Investment Partners
Virginia
$21.1M +$2.57M +12,066 +14%
DADC
168
D.A. Davidson & Co
Montana
$20.7M +$744K +3,489 +4%
Fidelity International
169
Fidelity International
Bermuda
$20.6M +$20.6M +96,562 New
WIC
170
Woodmont Investment Counsel
Tennessee
$20.1M +$140K +655 +0.7%
KBFS
171
Kohmann Bosshard Financial Services
Ohio
$20.1M +$1.15M +5,386 +6%
RCA
172
Riverview Capital Advisers
Massachusetts
$20M +$13.3M +62,468 +198%
WA
173
WBH Advisory
Maryland
$19.9M +$2.28M +10,684 +13%
CHP
174
Cable Hill Partners
Oregon
$19.6M +$991K +4,753 +5%
BFPW
175
BOK Financial Private Wealth
Colorado
$18.8M -$1.85M -8,688 -9%
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