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Vanguard Small-Cap ETF

1,881 hedge funds and large institutions have $33B invested in Vanguard Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 817 increasing their positions, 664 reducing their positions, and 85 closing their positions.

Holders
1,881
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.27%
Holding in Top 10
200
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.9%
New
137
Increased
817
Reduced
664
Closed
85
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
Mission Wealth Management
California
$223M +$20.3M +88,677 +10%
GT
27
Glenmede Trust
Pennsylvania
$218M -$1.88M -8,218 -0.9%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$207M +$16.1M +70,351 +8%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$187M -$3.72M -16,289 -2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$180M +$1.37M +5,992 +0.8%
HighTower Advisors
31
HighTower Advisors
Illinois
$179M -$3.46M -15,153 -2%
RJA
32
Raymond James & Associates
Florida
$177M +$7.04M +30,802 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$176M -$6.34M -27,719 -3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$170M +$6.85M +29,950 +4%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$161M
State Street
36
State Street
Massachusetts
$145M -$4.6M -20,120 -3%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$145M -$837K -3,660 -0.6%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$140M +$2.42M +10,637 +2%
BPWM
39
Badgley Phelps Wealth Managers
Washington
$119M +$1.49M +6,508 +1%
Truist Financial
40
Truist Financial
North Carolina
$111M -$19.7M -86,121 -15%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$110M +$79.2M +346,493 +256%
MGIA
42
Moneta Group Investment Advisors
Missouri
$107M +$15M +65,626 +16%
Vanguard Group
43
Vanguard Group
Pennsylvania
$105M +$5.11M +22,353 +5%
RMDI
44
R.M. Davis Inc
Maine
$101M +$5.78M +25,271 +6%
EA
45
Efficient Advisors
Ohio
$99.1M -$1.92M -8,414 -2%
PA
46
Pinnacle Associates
New York
$95.1M +$6.9M +30,183 +8%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$92.3M -$576K -2,520 -0.6%
Corient Private Wealth
48
Corient Private Wealth
Florida
$91.8M -$101K -443 -0.1%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$89.2M -$3.1M -13,566 -3%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$89M +$1.09M +4,788 +1%