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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 %
PF
451
Penney Financial
Texas
$5.6M +$5.6M +26,239 New
CAM
452
Cozad Asset Management
Illinois
$5.59M +$26K +122 +0.5%
GGS
453
Galvin Gaustad & Stein
Arizona
$5.59M -$79.8K -374 -1%
WCA
454
Waypoint Capital Advisors
Minnesota
$5.58M +$116K +545 +2%
SCA
455
Snowden Capital Advisors
New York
$5.58M +$356K +1,667 +7%
LIG
456
Lokken Investment Group
Delaware
$5.58M +$183K +859 +3%
SLT
457
St Louis Trust
Missouri
$5.52M +$241K +1,129 +5%
JJBC
458
James J. Burns & Company
New York
$5.52M +$131K +613 +2%
RJT
459
Raymond James Trust
Florida
$5.49M +$94.1K +441 +2%
LNWTC
460
Laird Norton Wetherby Trust Company
Washington
$5.45M -$902K -4,230 -14%
FMC
461
First Merchants Corp
Indiana
$5.42M +$59.5K +279 +1%
MFS
462
McNamara Financial Services
Massachusetts
$5.41M +$49.5K +232 +0.9%
QCM
463
QRG Capital Management
Illinois
$5.41M +$403K +1,888 +8%
PPP
464
Private Portfolio Partners
New Jersey
$5.36M +$29.2K +137 +0.5%
PRI
465
Prepared Retirement Institute
Pennsylvania
$5.34M +$5.34M +25,009 New
SWA
466
Stratos Wealth Advisors
Ohio
$5.32M +$343K +1,607 +7%
LFG
467
Larson Financial Group
Missouri
$5.31M +$547K +2,565 +11%
PIA
468
Pinion Investment Advisors
Kansas
$5.29M +$650K +3,046 +14%
AAS
469
Ameritas Advisory Services
Nebraska
$5.26M -$713K -3,310 -12%
PF
470
Parker Financial
Washington
$5.26M -$174K -814 -3%
RA
471
Ruggaard & Associates
Ohio
$5.25M +$322K +1,511 +7%
BA
472
Brightwater Advisory
Florida
$5.21M +$5.21M +24,444 New
BCA
473
Bay Colony Advisors
Massachusetts
$5.21M -$195K -913 -4%
MCCA
474
Mill Creek Capital Advisors
Pennsylvania
$5.21M +$440K +2,064 +9%
SAM
475
Sawgrass Asset Management
Florida
$5.14M +$274K +1,285 +6%