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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 %
AWM
1076
Aspire Wealth Management
Massachusetts
$884K -$42.2K -198 -5%
JSL
1077
JT Stratford LLC
Georgia
$877K +$71.7K +336 +9%
FFS
1078
Founders Financial Securities
Maryland
$876K +$876K +4,106 New
LW
1079
Libra Wealth
California
$873K -$332K -1,555 -28%
HWA
1080
Heritage Wealth Advisors
Virginia
$872K +$427 +2 +0%
CWM
1081
Cahill Wealth Management
Michigan
$871K -$75.7K -355 -8%
WTFG
1082
Wells Trecaso Financial Group
Ohio
$867K +$67.2K +315 +8%
CG
1083
Cynosure Group
Utah
$859K +$859K +4,026 New
LPAM
1084
Lodestar Private Asset Management
California
$857K +$6.19K +29 +0.7%
MPM
1085
Meritage Portfolio Management
Kansas
$857K +$857K +4,019 New
CIA
1086
Capital Investment Advisors
Georgia
$857K +$187K +876 +28%
LWM
1087
Luminvest Wealth Management
Arizona
$854K +$854K +3,604 New
LDB
1088
Lee, Danner & Bass
Tennessee
$853K
FW
1089
Fairway Wealth
Ohio
$852K +$852K +3,995 New
SAW
1090
Signal Advisors Wealth
Michigan
$851K +$851K +3,989 New
TWD
1091
True Wealth Design
Ohio
$851K -$6.61K -31 -0.8%
RA
1092
Rodgers & Associates
Pennsylvania
$850K -$191K -895 -18%
CT
1093
Coastline Trust
Rhode Island
$846K -$107K -500 -11%
EWA
1094
Etesian Wealth Advisors
Oregon
$845K +$2.59K +12 +0.3%
1SB
1095
1ST Source Bank
Indiana
$845K
HCM
1096
Hall Capital Management
Rhode Island
$842K +$52.1K +244 +7%
RWA
1097
River Wealth Advisors
Pennsylvania
$839K -$5.97K -28 -0.7%
CPSAC
1098
Chas P. Smith & Associates (CPS)
Florida
$832K
GCIM
1099
Gunn & Company Investment Management
Florida
$832K +$832K +3,900 New
SF
1100
Safeguard Financial
Wisconsin
$830K -$89.8K -421 -10%