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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 %
CAC
526
Certified Advisory Corp
Florida
$4.74M -$28.6K -125 -0.6%
PFA
527
Pathway Financial Advisors
Vermont
$4.73M -$11.9K -52 -0.3%
APC
528
Aspire Private Capital
North Carolina
$4.72M +$257K +1,125 +6%
TC
529
TownSquare Capital
Utah
$4.72M +$2.88M +12,585 +156%
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
$4.7M +$506K +2,213 +12%
FTS
531
Fifth Third Securities
Ohio
$4.68M +$13.7K +60 +0.3%
TYCC
532
Texas Yale Capital Corp
Florida
$4.66M +$195K +853 +4%
BWG
533
Balanced Wealth Group
Ohio
$4.65M +$402K +1,800 +9%
GCP
534
Gill Capital Partners
Colorado
$4.64M +$598K +2,798 +15%
AWMNH
535
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.61M +$319K +1,397 +7%
FCH
536
Freestone Capital Holdings
Washington
$4.57M +$362K +1,584 +9%
SPC
537
Sigma Planning Corp
Michigan
$4.57M +$2.87M +12,556 +169%
RC
538
Roundview Capital
New Jersey
$4.54M +$119K +520 +3%
SWP
539
Summit Wealth Partners
Florida
$4.51M -$109K -477 -2%
AQR Capital Management
540
AQR Capital Management
Connecticut
$4.51M +$4.51M +19,725 New
TWM
541
Thrive Wealth Management
Pennsylvania
$4.49M -$971K -4,248 -18%
ADL
542
Asset Dedication LLC
California
$4.48M +$3.8M +16,750 +562%
JE
543
JMAC Enterprises
Pennsylvania
$4.48M +$97.2K +425 +2%
JFG
544
JMG Financial Group
Illinois
$4.48M -$107K -467 -2%
Mackenzie Financial
545
Mackenzie Financial
Ontario, Canada
$4.48M +$661K +2,890 +17%
WBCM
546
Wilson & Boucher Capital Management
California
$4.47M -$25.1K -110 -0.6%
CIA
547
Concurrent Investment Advisors
Florida
$4.46M -$572K -2,501 -11%
RIM
548
RW Investment Management
Idaho
$4.45M -$327K -1,431 -7%
SQA
549
Simon Quick Advisors
New Jersey
$4.44M +$11.9K +52 +0.3%
IA
550
IFG Advisors
Missouri
$4.44M +$39.3K +172 +0.9%