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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 %
MSWMA
801
Market Street Wealth Management Advisors
Indiana
$2.07M -$393K -1,840 -16%
IWM
802
IHT Wealth Management
Illinois
$2.06M -$89.2K -418 -4%
FCP
803
Fidelis Capital Partners
Florida
$2.05M +$419K +1,965 +26%
ACA
804
Affinity Capital Advisors
California
$2.05M -$146K -685 -7%
TI
805
Truepoint Inc
Ohio
$2.05M -$16.9K -79 -0.8%
VBFP
806
Valtinson Bruner Financial Planning
Minnesota
$2.05M +$11.9K +56 +0.6%
ACI
807
Alpha Cubed Investments
California
$2.05M -$46.3K -217 -2%
HWP
808
Highline Wealth Partners
California
$2.03M +$375K +1,760 +23%
SFS
809
Security Financial Services
Indiana
$2.03M -$6.4K -30 -0.3%
GAB
810
German American Bancorp
Indiana
$2.03M +$2.03M +9,523 New
RWP
811
Revolve Wealth Partners
New Jersey
$2.03M -$225K -1,053 -10%
DCM
812
Dimension Capital Management
Florida
$2.03M -$71.5K -335 -3%
JFA
813
JNBA Financial Advisors
Minnesota
$2.02M -$19K -89 -0.9%
FTUS
814
Flow Traders U.S.
New York
$2.01M +$2.01M +9,421 New
TFO
815
Tarbox Family Office
California
$2.01M +$2.56K +12 +0.1%
DT
816
Diversified Trust
Tennessee
$2M +$125K +584 +7%
DWP
817
Destiny Wealth Partners
Florida
$2M -$27.7K -134 -1%
EWA
818
Encompass Wealth Advisors
Oregon
$1.98M +$37.3K +175 +2%
AFO
819
Arrowroot Family Office
California
$1.98M -$96.6K -453 -5%
PWMG
820
Pioneer Wealth Management Group
Texas
$1.95M -$1.47M -6,898 -43%
BAG
821
Bridgewealth Advisory Group
California
$1.95M +$287K +1,344 +17%
NEPWA
822
New England Private Wealth Advisors
Massachusetts
$1.95M +$9.39K +44 +0.5%
JAG
823
Journey Advisory Group
Kentucky
$1.94M -$16.6K -78 -0.8%
LWM
824
Liberty Wealth Management
California
$1.93M -$38.5M -8,722 -95%
Deutsche Bank
825
Deutsche Bank
Germany
$1.92M -$1.61M -7,536 -46%