VB icon

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 %
TP
1026
Tranquility Partners
Tennessee
$1.04M -$71.5K -335 -6%
NB
1027
NBT Bank
New York
$1.04M +$1.04M +4,865 New
NJIM
1028
Nabity-Jensen Investment Management
Nebraska
$1.04M +$1.04M +4,861 New
VFP
1029
Verus Financial Partners
Virginia
$1.04M -$76.7K -365 -7%
SG
1030
Somerset Group
Minnesota
$1.04M -$13K -61 -1%
ORC
1031
O'Rourke & Company
Massachusetts
$1.04M +$50.8K +238 +5%
ZB
1032
Zions Bancorporation
Utah
$1.03M
SFP
1033
Strategic Financial Partners
Oregon
$1.02M
FFA
1034
Founders Financial Alliance
North Carolina
$1.02M -$2.99K -14 -0.3%
RCA
1035
Ranch Capital Advisors
Florida
$1.02M +$4.05K +19 +0.4%
CIA
1036
Choate Investment Advisors
Massachusetts
$1.01M
TFF
1037
The Family Firm
Maryland
$1.01M -$33.3K -156 -3%
RSWM
1038
Robertson Stephens Wealth Management
California
$1.01M -$1.05M -4,942 -51%
MIG
1039
McGuire Investment Group
Rhode Island
$1M +$61.7K +289 +7%
BBPWM
1040
Blue Bell Private Wealth Management
Pennsylvania
$1M -$56.7K -266 -5%
CAAM
1041
Cornerstone Advisors Asset Management
Pennsylvania
$1M +$316K +1,480 +46%
BCP
1042
Berkeley Capital Partners
Georgia
$996K +$39K +183 +4%
FFA
1043
Farther Finance Advisors
California
$986K +$868K +4,071 +739%
IHL
1044
Investment House LLC
California
$985K +$985K +4,618 New
VFG
1045
Victory Financial Group
Texas
$983K +$983K +4,608 New
EFG
1046
Everhart Financial Group
Ohio
$968K +$93.4K +438 +11%
WRPWM
1047
Werba Rubin Papier Wealth Management
California
$968K -$24.3K -114 -2%
LA
1048
Legacy Advisors
Pennsylvania
$958K +$958K +4,490 New
AAMC
1049
Asset Allocation & Management Company
Illinois
$957K
HAIM
1050
Hunter Associates Investment Management
Pennsylvania
$952K +$269K +1,272 +39%