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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 %
OIA
376
OneDigital Investment Advisors
Kansas
$7.38M +$71.9K +337 +1%
RPG
377
Resource Planning Group
Georgia
$7.36M -$33.4K -158 -0.5%
CA
378
CSM Advisors
Pennsylvania
$7.34M +$98.2K +460 +1%
AGA
379
Arkos Global Advisors
Texas
$7.33M -$128K -602 -2%
HAC
380
Harbor Advisory Corp
New Hampshire
$7.33M -$163K -763 -2%
NL
381
NWAM LLC
Washington
$7.33M +$4.07M +20,133 +125%
5SA
382
5th Street Advisors
Connecticut
$7.29M -$71.3K -334 -1%
SPIA
383
Steward Partners Investment Advisory
New York
$7.27M +$472K +2,214 +7%
BMD
384
Better Money Decisions
New Mexico
$7.26M -$1.32M -6,189 -15%
PCA
385
Peddock Capital Advisors
Massachusetts
$7.26M +$129K +607 +2%
BDF
386
Black Diamond Financial
Maryland
$7.25M -$261K -1,222 -3%
GA
387
Greytown Advisors
Florida
$7.23M -$887K -4,157 -11%
SCA
388
Sandy Cove Advisors
Massachusetts
$7.18M +$1.19M +5,591 +20%
AOI
389
Auto-Owners Insurance
Michigan
$7.17M
AFS
390
Axiom Financial Strategies
Indiana
$7.16M -$13.4K -63 -0.2%
CFGS
391
Concourse Financial Group Securities
Alabama
$7.04M +$3.66M +17,144 +108%
AFS
392
Annapolis Financial Services
Maryland
$7.02M -$1.88M -8,809 -21%
FWM
393
Fonville Wealth Management
Virginia
$6.95M +$6.95M +32,588 New
RWG
394
Ratio Wealth Group
Colorado
$6.94M +$287K +1,347 +4%
JFG
395
JDM Financial Group
Texas
$6.93M +$35.4K +166 +0.5%
Susquehanna International Group
396
Susquehanna International Group
Pennsylvania
$6.92M +$6.92M +32,448 New
JAFL
397
Jay A. Fishman Ltd
Michigan
$6.92M -$55.9K -262 -0.8%
LCM
398
Logan Capital Management
Pennsylvania
$6.91M
CFP
399
Curran Financial Partners
South Carolina
$6.86M +$604K +2,900 +10%
FHC
400
First Heartland Consultants
Missouri
$6.82M +$1.9M +8,919 +39%