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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 %
LAM
626
Lynch Asset Management
Pennsylvania
$3.2M +$1.07M +5,000 +50%
GIM
627
Goelzer Investment Management
Indiana
$3.2M +$3.63K +17 +0.1%
ONSWM
628
Old North State Wealth Management
North Carolina
$3.19M +$316K +1,479 +11%
KeyBank National Association
629
KeyBank National Association
Ohio
$3.18M -$5.55K -26 -0.2%
DC
630
Davenport & Co
Virginia
$3.18M +$79.6K +373 +3%
HI
631
Harbour Investments
Wisconsin
$3.17M -$274K -1,284 -8%
BKA
632
Brick & Kyle Associates
Pennsylvania
$3.17M +$4.05K +19 +0.1%
MA
633
MAS Advisors
Florida
$3.17M -$40.7K -191 -1%
HFS
634
HBC Financial Services
Washington
$3.16M -$128K -601 -4%
HCMT
635
Highland Capital Management (Tennessee)
Tennessee
$3.15M +$79.6K +373 +3%
CC
636
Courier Capital
New York
$3.14M -$34.8K -163 -1%
GCA
637
Gradient Capital Advisors
California
$3.14M -$1.49K -7 -0%
AHC
638
Anderson Hoagland & Co
Missouri
$3.14M +$14.8K +72 +0.5%
BG
639
Benedetti & Gucer
Georgia
$3.13M +$285K +1,337 +10%
TMWM
640
Taylor & Morgan Wealth Management
Michigan
$3.12M +$246K +1,153 +9%
PBF
641
Petix & Botte Financial
California
$3.12M -$14.7K -69 -0.5%
SWM
642
SigFig Wealth Management
California
$3.11M -$491K -2,303 -14%
SC
643
Sepio Capital
Utah
$3.11M +$2.56K +12 +0.1%
MAS
644
Meeder Advisory Services
Ohio
$3.1M +$346K +1,623 +13%
SFPM
645
Sensible Financial Planning & Management
Massachusetts
$3.08M +$25K +117 +0.8%
MWM
646
Meridian Wealth Management
Kentucky
$3.07M +$101K +475 +3%
MPW
647
MA Private Wealth
California
$3.05M -$797K -3,734 -21%
WWC
648
Waypoint Wealth Counsel
Georgia
$3.05M -$90.2K -423 -3%
WFA
649
West Financial Advisors
Iowa
$3.04M -$225K -1,057 -7%
AG
650
Ascent Group
Virginia
$3.04M -$32.5K -150 -1%