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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 %
MMRF
551
Michelson Medical Research Foundation
California
$4.03M
GCP
552
Gill Capital Partners
Colorado
$4.03M -$38.8K -182 -1%
RWP
553
RWA Wealth Partners
Massachusetts
$4.03M +$1.95M +9,136 +94%
AWMNH
554
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.01M +$242K +1,135 +6%
AMBIA
555
Allen Mooney & Barnes Investment Advisors
Georgia
$3.99M +$50.6K +237 +1%
MFIM
556
Mesirow Financial Investment Management
Illinois
$3.99M +$3.99M +18,699 New
GG
557
Gleason Group
Kentucky
$3.99M +$18.3K +86 +0.5%
CB
558
Commerce Bank
Missouri
$3.97M -$96K -450 -2%
MFG
559
Merit Financial Group
Georgia
$3.97M +$1.79M +8,413 +83%
TFS
560
Thoroughbred Financial Services
Tennessee
$3.97M -$357K -1,672 -8%
TT
561
TI-Trust
Illinois
$3.96M +$92.4K +433 +2%
FB
562
First Bancorp
Maine
$3.95M +$7.25K +34 +0.2%
FCH
563
Freestone Capital Holdings
Washington
$3.93M +$452K +2,121 +13%
BCM
564
BluePointe Capital Management
California
$3.92M +$3.92M +18,385 New
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
$3.91M -$550K -2,576 -12%
SWM
566
Soundmark Wealth Management
Washington
$3.9M -$87.2K -409 -2%
PF
567
Prosperitas Financial
California
$3.9M +$235K +1,100 +6%
PWA
568
Peterson Wealth Advisors
Utah
$3.89M -$668K -3,133 -15%
MSS
569
Mitchell Sinkler & Starr
Pennsylvania
$3.88M +$3.88M +18,176 New
CWM
570
Cornerstone Wealth Management
Missouri
$3.86M +$36.5K +171 +1%
CCA
571
Checchi Capital Advisers
California
$3.86M +$1.21M +5,690 +46%
NFG
572
Nadler Financial Group
Illinois
$3.86M -$92.8K -435 -2%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$3.85M -$71.7K -336 -2%
BSSFA
574
Baron Silver Stevens Financial Advisors
Florida
$3.84M +$646K +3,026 +20%
PCIA
575
Prime Capital Investment Advisors
Kansas
$3.84M -$38.8K -182 -1%