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Vanguard Small-Cap ETF

1,882 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, 818 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.28%
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
818
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 %
PF
476
Parker Financial
Washington
$5.47M -$161K -706 -3%
BWP
477
Bernardo Wealth Planning
Pennsylvania
$5.46M +$1.09M +4,747 +25%
WT
478
Washington Trust
Rhode Island
$5.46M +$197K +863 +4%
CCA
479
Cadent Capital Advisors
Oklahoma
$5.43M +$3.89K +17 +0.1%
HL
480
HeadInvest LLC
Maine
$5.42M +$545K +2,383 +11%
AIS
481
American Investment Services
Massachusetts
$5.41M +$71.1K +311 +1%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$409K +1,787 +8%
WLIM
483
White Lighthouse Investment Management
Massachusetts
$5.39M +$151K +660 +3%
Prudential Financial
484
Prudential Financial
New Jersey
$5.39M -$77.9K -341 -1%
WA
485
Wambolt & Associates
Colorado
$5.36M +$3.08M +13,609 +136%
BHWM
486
Bay Harbor Wealth Management
Maryland
$5.34M -$91K -398 -2%
DF
487
Dunhill Financial
United Kingdom
$5.28M +$428K +1,877 +9%
MCCA
488
Mill Creek Capital Advisors
Pennsylvania
$5.22M -$358K -1,566 -6%
ACA
489
Aptus Capital Advisors
Alabama
$5.21M +$3.38M +14,804 +185%
SCA
490
Snowden Capital Advisors
New York
$5.19M -$791K -3,459 -13%
CWS
491
Cypress Wealth Services
California
$5.19M -$39.1K -171 -0.7%
LA
492
Lane & Associates
New Jersey
$5.18M -$123K -539 -2%
PG
493
Proffitt & Goodson
Tennessee
$5.18M -$160K -698 -3%
MMPW
494
Mitchell McLeod Pugh & Williams
Alabama
$5.15M +$115K +501 +2%
BCA
495
Bay Colony Advisors
Massachusetts
$5.13M -$452K -1,979 -8%
HIC
496
Hartline Investment Corp
Illinois
$5.13M +$5.13M +22,460 New
AO
497
Advisor OS
Illinois
$5.12M +$64.9K +284 +1%
CBFP
498
Cedar Brook Financial Partners
Ohio
$5.1M +$890K +3,893 +21%
GWM
499
Greenhouse Wealth Management
Connecticut
$5.08M -$39.3K -172 -0.8%
SFG
500
Sovereign Financial Group
Connecticut
$5.07M +$258K +1,127 +5%