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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 %
RPC
301
Rossmore Private Capital
Connecticut
$9.69M +$91.9K +430 +1%
JIC
302
Johnson Investment Counsel
Ohio
$9.67M +$339K +1,587 +4%
PIA
303
Petredis Investment Advisors
Pennsylvania
$9.56M -$285K -1,334 -3%
AWA
304
Arbor Wealth Advisors
Michigan
$9.56M +$9.56M +44,797 New
WPC
305
Wedmont Private Capital
Pennsylvania
$9.54M +$154K +735 +2%
APIM
306
Agate Pass Investment Management
Washington
$9.54M +$780K +3,657 +9%
SPP
307
Single Point Partners
Massachusetts
$9.54M -$1.46M -6,834 -13%
FOFP
308
Fee-Only Financial Planning
South Carolina
$9.52M +$40.7K +191 +0.4%
CCM
309
Condor Capital Management
New Jersey
$9.5M -$327K -1,535 -3%
AWM
310
Aries Wealth Management
Maine
$9.5M +$734K +3,440 +8%
CIA
311
Compass Ion Advisors
Pennsylvania
$9.5M -$73.6K -345 -0.8%
MNG
312
Manning & Napier Group
New York
$9.44M -$8.51M
SFA
313
Spectrum Financial Alliance
Kentucky
$9.39M -$1.81M -8,495 -16%
Financial Engines Advisors
314
Financial Engines Advisors
California
$9.37M +$2.06M +9,635 +28%
ML
315
McAdam LLC
Pennsylvania
$9.35M +$356K +1,670 +4%
BMC
316
Bear Mountain Capital
Washington
$9.28M +$9.28M +45,121 New
PCA
317
Prosperity Capital Advisors
Ohio
$9.27M +$899K +4,216 +11%
WB
318
Webster Bank
Connecticut
$9.14M +$364K +1,706 +4%
RIM
319
Redwood Investment Management
Arizona
$9.13M -$1.56M -7,335 -15%
EWA
320
Evolution Wealth Advisors
Florida
$9.08M +$10.5K +49 +0.1%
TCM
321
TD Capital Management
Tennessee
$9.04M +$2.77K +13 +0%
NAS
322
Nicolet Advisory Services
Wisconsin
$9.04M +$963K +4,656 +12%
EWA
323
Exencial Wealth Advisors
Oklahoma
$9.04M -$61K -286 -0.7%
CWA
324
Clarity Wealth Advisors
California
$9M +$267K +1,251 +3%
SWM
325
Spire Wealth Management
Virginia
$9M +$7.44M +35,804 +476%