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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.

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
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$85.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$81.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$178M

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.18B 19,589,793 -56,849 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$2.99B 14,035,592 +7,108,356 +103%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.41B 6,607,375 +95,988 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$946M 4,432,669 +224,843 +5%
Wells Fargo
5
Wells Fargo
California
$914M 4,284,224 +92,176 +2%
UBS Group
6
UBS Group
Switzerland
$806M 3,777,241 +61,160 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$714M 3,346,014 -40,886 -1%
LPL Financial
8
LPL Financial
California
$693M 3,247,041 +154,679 +5%
Ameriprise
9
Ameriprise
Minnesota
$502M 2,352,788 -31,318 -1%
Goldman Sachs
10
Goldman Sachs
New York
$453M 2,121,547 +98,179 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$406M 1,903,543 -14,239 -0.7%
Creative Planning
12
Creative Planning
Kansas
$396M 1,855,665 -19,552 -1%
CSIA
13
Charles Schwab Investment Advisory
California
$396M 1,854,527 +188,658 +11%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$383M 1,794,759 +246,854 +16%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$359M 1,682,013 +207,768 +14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$313M 1,467,863 +44,735 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$278M 1,305,262 +81,716 +7%
Wealthfront Advisers
18
Wealthfront Advisers
California
$262M 1,226,203 -178,066 -13%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$255M 1,195,336 +151,721 +15%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$249M 1,166,174 +174,710 +18%
Mariner
21
Mariner
Kansas
$229M 1,075,614 +91,088 +9%
Stifel Financial
22
Stifel Financial
Missouri
$209M 980,273 +70,078 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$208M 974,556 +18,185 +2%
GT
24
Glenmede Trust
Pennsylvania
$205M 961,698 +21,681 +2%
MWM
25
Mission Wealth Management
California
$190M 888,435 +44,114 +5%
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