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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 %
JBA
401
Johnson Bixby & Associates
Washington
$6.81M +$59.9K +281 +0.9%
HWM
402
Howard Wealth Management
Connecticut
$6.76M -$67.2K -315 -1%
OFS
403
OneAscent Financial Services
Alabama
$6.74M +$3.73M +17,484 +124%
VWA
404
Visionary Wealth Advisors
Illinois
$6.71M -$128K -600 -2%
OFS
405
Oldfather Financial Services
Nebraska
$6.7M +$71.7K +336 +1%
CTA
406
Chesley Taft & Associates
Illinois
$6.7M +$188K +880 +3%
ECM
407
Evergreen Capital Management
Washington
$6.67M -$416K -1,948 -6%
HTC
408
Haverford Trust Company
Pennsylvania
$6.66M +$623K +2,920 +10%
MCM
409
Manchester Capital Management
Vermont
$6.63M -$108K -506 -2%
SW
410
SVB Wealth
Massachusetts
$6.58M -$347K -1,625 -5%
MIS
411
Morningstar Investment Services
Illinois
$6.57M +$3.26M +15,129 +99%
CAG
412
Crestwood Advisors Group
Massachusetts
$6.56M +$675K +3,164 +11%
AL
413
Aspiriant LLC
California
$6.56M +$1.16M +5,423 +21%
GRP
414
Global Retirement Partners
California
$6.55M +$246K +1,196 +4%
LI
415
Latigo Investments
Florida
$6.52M +$32.4K +152 +0.5%
WFA
416
Wells Financial Advisors
Massachusetts
$6.49M +$226K +1,059 +4%
NF
417
NavPoint Financial
Minnesota
$6.47M +$6.47M +30,334 New
MA
418
Mutual Advisors
Nebraska
$6.42M -$1.1M -5,166 -15%
MSFS
419
Main Street Financial Solutions
Pennsylvania
$6.41M -$104K -488 -2%
ECG
420
Edge Capital Group
Georgia
$6.39M +$588K +2,758 +10%
CA
421
Cambridge Advisors
Nebraska
$6.39M
Focus Partners Wealth
422
Focus Partners Wealth
Massachusetts
$6.32M +$6.32M +29,624 New
HFS
423
Hoge Financial Services
Pennsylvania
$6.31M +$6.31M +29,584 New
BF
424
Brooklyn FI
New York
$6.3M +$1.87M +8,749 +42%
CMAI
425
Capital Management Associates Inc
Minnesota
$6.29M +$6.29M +29,503 New