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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 %
YAL
1851
Your Advocates Ltd
Texas
$2.56K – – –
WWM
1852
Wolff Wiese Magana
California
$2.35K -$5.55K -26 -70%
MHR
1853
Matthew Hamilton Rosenberg
$2.13K -$5.97K -28 -74%
FG
1854
Fairman Group
Pennsylvania
$2.02K +$2.02K +9 New
GWM
1855
Grand Wealth Management
Michigan
$1.34K -$7.39K -33 -85%
AFWM
1856
Abich Financial Wealth Management
Virginia
$1.28K +$1.28K +6 New
ACA
1857
American Capital Advisory
Idaho
$1.28K +$1.28K +6 New
CMA
1858
Cedar Mountain Advisors
Oregon
$1.07K – – –
CA
1859
Centerpoint Advisors
Massachusetts
$1K – – –
BWP
1860
Baldwin Wealth Partners
Massachusetts
$853 – – –
NA
1861
Nordwand Advisors
Pennsylvania
$640 – – –
FBC
1862
Fairfield, Bush & Co
Connecticut
$640 +$640 +3 New
CWA
1863
Carolina Wealth Advisors
South Carolina
$426 – – –
FAM
1864
Family Asset Management
South Carolina
$213 -$5.11K -24 -96%
GWP
1865
Gateway Wealth Partners
Wisconsin
– -$7.06M -37,327 Closed
Citadel Advisors
1866
Citadel Advisors
Florida
– -$6.62M -34,993 Closed
PWS
1867
Private Wealth Strategies
Ohio
– -$29.8K -29,795 Closed
SI
1868
Saxon Interests
Texas
– -$5.35M -28,301 Closed
TA
1869
Trellis Advisors
Washington
– -$4.75M -25,101 Closed
Millennium Management
1870
Millennium Management
New York
– -$4.51M -23,865 Closed
BMM
1871
Berkshire Money Management
Massachusetts
– -$2.09M -11,077 Closed
Renaissance Technologies
1872
Renaissance Technologies
New York
– -$1.91M -10,100 Closed
ACIM
1873
Azimuth Capital Investment Management
Michigan
– -$1.5M -7,933 Closed
DI
1874
DAGCO Inc
Ohio
– -$2.9M -7,134 Closed
LPT
1875
Legacy Private Trust
Wisconsin
– -$1.25M -6,632 Closed
73 74
75
76 77