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Vanguard Small-Cap ETF

1,861 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 762 increasing their positions, 610 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,861
Holders Change
+200
Holders Change %
+12.04%
% of All Funds
27.28%
Holding in Top 10
199
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.61%
% of All Funds
2.92%
New
276
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 %
IFAM
426
Institutional & Family Asset Management
Colorado
$6.23M +$198K +926 +3%
FWP
427
Family Wealth Partners
North Carolina
$6.14M +$6.14M +28,798 New
EWM
428
Evercore Wealth Management
New York
$6.13M +$87.7K +411 +1%
APG
429
Abacus Planning Group
South Carolina
$6.11M -$342K -1,602 -5%
RCAG
430
Rehmann Capital Advisory Group
Michigan
$6.06M +$136K +638 +2%
FCBT
431
First Citizens Bank & Trust
North Carolina
$6.05M +$4.08M +19,133 +207%
QIM
432
Quest Investment Management
Oregon
$6.05M -$228K -1,069 -4%
CWMU
433
Caliber Wealth Management (Utah)
Utah
$6.04M +$1.07K +5 +0%
AA
434
Ancora Advisors
Ohio
$6.03M -$219K -1,026 -4%
Nuveen Asset Management
435
Nuveen Asset Management
Illinois
$6.02M +$1.76M +8,230 +41%
LFP
436
Leeward Financial Partners
Washington
$5.9M -$114K -533 -2%
SAG
437
SageView Advisory Group
California
$5.84M +$431K +2,032 +8%
FCI
438
Financial Counselors Inc
Kansas
$5.83M +$1.26M +5,893 +28%
FNFDCM
439
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.82M -$177K -829 -3%
AF
440
Advisornet Financial
Minnesota
$5.81M -$13.7M -64,244 -70%
AC
441
Apella Capital
Connecticut
$5.81M +$984K +4,766 +20%
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$5.79M +$130K +608 +2%
JWCA
443
J.W. Cole Advisors
Florida
$5.78M +$1.61M +7,543 +39%
TCOTS
444
Trust Company of the South
North Carolina
$5.77M +$5.77M +27,057 New
TWM
445
TriaGen Wealth Management
California
$5.76M +$186K +874 +3%
FPB
446
First PREMIER Bank
South Dakota
$5.7M -$379K -1,776 -6%
EA
447
Evolution Advisers
Virginia
$5.68M +$6.78K +32 +0.1%
TPCW
448
TD Private Client Wealth
New York
$5.67M -$544K -2,549 -9%
VA
449
Valmark Advisers
Ohio
$5.65M +$202K +949 +4%
GHAM
450
Gilman Hill Asset Management
Connecticut
$5.61M -$135K -635 -2%