VB icon

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 %
SC
326
Steph & Co
Wisconsin
$8.99M +$1.49M +6,988 +20%
HNW
327
High Note Wealth
Minnesota
$8.95M +$121K +566 +1%
Lazard Asset Management
328
Lazard Asset Management
New York
$8.79M
PPFA
329
Provida Pension Fund Administrator
Chile
$8.72M -$32M -149,998 -79%
FIC
330
Family Investment Center
Missouri
$8.71M -$2.56M -11,982 -23%
VBWMG
331
Von Berge Wealth Management Group
California
$8.71M -$291K -1,402 -3%
MPW
332
Monterey Private Wealth
California
$8.7M -$329K -1,543 -4%
CP
333
Capital Planning
Washington
$8.68M +$706K +3,309 +9%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$8.67M -$723K -3,391 -8%
BCA
335
Bray Capital Advisors
Florida
$8.67M +$811K +3,801 +10%
NAMP
336
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.64M -$171K -800 -2%
PA
337
Parkside Advisors
California
$8.61M -$81.7K -383 -0.9%
CFGF
338
Compass Financial Group (Florida)
Florida
$8.6M -$10.9K -51 -0.1%
FAM
339
Frontier Asset Management
Wyoming
$8.58M +$450K +2,110 +6%
VF
340
Vawter Financial
Ohio
$8.56M +$2.12M +9,954 +33%
SHWM
341
Smith & Howard Wealth Management
Georgia
$8.53M +$605K +2,838 +8%
PWP
342
Perfromance Wealth Partners
Illinois
$8.52M -$221K -1,038 -3%
Empower Advisory Group
343
Empower Advisory Group
Colorado
$8.51M +$598K +2,804 +8%
HF
344
Halpern Financial
Virginia
$8.49M +$5.41M +26,189 +176%
SGI
345
Summit Global Investments
Utah
$8.46M +$8.46M +39,651 New
BWA
346
BlueSky Wealth Advisors
North Carolina
$8.45M +$1.38M +6,480 +20%
CTWM
347
Cherry Tree Wealth Management
Minnesota
$8.31M +$460K +2,158 +6%
FWM
348
Focused Wealth Management
New York
$8.31M +$7.97M +37,343 +2,334%
GWM
349
Gray Wealth Management
Maine
$8.3M -$138K -647 -2%
CANC
350
Culbertson A N & Co
Virginia
$8.24M +$419K +1,962 +5%