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Vanguard Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OC
276
Oppenheimer & Co
New York
$10.9M +$2.35M +11,015 +27%
AA
277
Atmos Advisory
Pennsylvania
$10.9M -$7.47K -35 -0.1%
FPAS
278
Focus Partners Advisor Solutions
Missouri
$10.9M -$314K -1,470 -3%
ABC
279
Associated Banc-Corp
Wisconsin
$10.9M +$643K +3,012 +6%
WI
280
WBI Investments
New Jersey
$10.7M -$116K -546 -1%
2L
281
25 LLC
Missouri
$10.7M +$255K +1,193 +2%
WIM
282
Warwick Investment Management
Texas
$10.7M -$5.08M -23,809 -32%
AFG
283
Atomi Financial Group
New York
$10.6M +$10.6M +49,891 New
PP
284
PDS Planning
Ohio
$10.6M +$1.93M +9,058 +22%
APC
285
Asset Planning Corporation
Tennessee
$10.6M +$449K +2,104 +4%
HNB
286
Huntington National Bank
Ohio
$10.5M -$9.4M
WWWM
287
White Wing Wealth Management
Texas
$10.5M +$10.5M +50,135 New
OCFG
288
O'Connor Financial Group
Illinois
$10.4M +$39.3K +184 +0.4%
SMA
289
Sage Mountain Advisors
Georgia
$10.4M -$165K -775 -2%
PSA
290
Plum Street Advisors
Louisiana
$10.4M +$10.4M +48,716 New
HIM
291
Hanlon Investment Management
New Jersey
$10.2M +$4.72M +22,102 +86%
ARC
292
Advisor Resource Council
Texas
$10.1M +$9.29M +43,569 +1,129%
EWA
293
EverSource Wealth Advisors
Alabama
$10M +$326K +1,526 +3%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$10M +$677K +3,173 +7%
BC
295
Bartlett & Co
Ohio
$10M -$102K -475 -1%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$10M -$102K -475 -1%
GWM
297
GoalFusion Wealth Management
Texas
$9.93M +$94.7K +444 +1%
FNC
298
First National Corp
Massachusetts
$9.84M +$161K +753 +2%
William Blair & Company
299
William Blair & Company
Illinois
$9.72M +$611K +2,862 +7%
First Manhattan
300
First Manhattan
New York
$9.7M +$1.78M +8,342 +22%