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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 %
BFG
876
Beacon Financial Group
Texas
$1.69M +$229 +1 +0%
AG
877
AlTi Global
New York
$1.69M +$80.5K +352 +5%
BWM
878
BCS Wealth Management
Tennessee
$1.68M -$72.7K -318 -4%
ACM
879
AlphaStar Capital Management
North Carolina
$1.68M -$96.5K -422 -5%
AGWCA
880
Annis Gardner Whiting Capital Advisors
Florida
$1.68M -$99.4K -435 -6%
NEAM
881
New England Asset Management
Connecticut
$1.68M
Deutsche Bank
882
Deutsche Bank
Germany
$1.68M -$386K -1,688 -19%
CWA
883
Cascade Wealth Advisors
Washington
$1.67M +$1.67M +7,716 New
AIM
884
Anchor Investment Management
South Carolina
$1.66M -$229 -1 -0%
GSIS
885
Global Strategic Investment Solutions
Arizona
$1.65M -$945K -4,136 -36%
GA
886
GFS Advisors
Texas
$1.64M
CWM
887
Congress Wealth Management
Massachusetts
$1.64M -$250K -1,092 -13%
SIA
888
Soltis Investment Advisors
Utah
$1.64M +$159K +695 +11%
SC
889
SouthState Corp
Florida
$1.62M +$56.5K +247 +4%
ESB
890
Essex Savings Bank
Connecticut
$1.6M
KWM
891
Kingsview Wealth Management
Oregon
$1.6M +$146K +640 +10%
CFGSD
892
Compass Financial Group (South Dakota)
South Dakota
$1.6M -$45.9K -201 -3%
RVPG
893
Relative Value Partners Group
$1.6M -$37.2K -179 -2%
XF
894
XML Financial
Maryland
$1.59M -$24.5K -107 -2%
PIFP
895
Partners in Financial Planning
Virginia
$1.59M +$43.4K +190 +3%
SPIS
896
Steward Partners Investment Solutions
Oregon
$1.58M +$1.58M +6,903 New
SCP
897
Shorepoint Capital Partners
Massachusetts
$1.58M -$21.9K -96 -1%
RPCONE
898
Retirement Planning Company of New England
Rhode Island
$1.56M -$1.64M -7,172 -51%
IAA
899
Independent Advisor Alliance
North Carolina
$1.55M -$1.05M -4,602 -40%
CSB
900
City State Bank
Iowa
$1.55M +$4.57K +20 +0.3%