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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 %
EBWM
1101
Eagle Bluffs Wealth Management
Missouri
$829K -$5.55K -26 -0.7%
KCIC
1102
Kuhn & Co Investment Counsel
Illinois
$828K +$828K +3,882 New
MFWP
1103
Mosaic Family Wealth Partners
Missouri
$821K -$235K -1,103 -22%
MWM
1104
MorganRosel Wealth Management
Colorado
$817K +$138K +647 +20%
WFAG
1105
Wescott Financial Advisory Group
Pennsylvania
$815K -$8.75K -41 -1%
RCG
1106
Regatta Capital Group
California
$813K
BONH
1107
Bank of New Hampshire
New Hampshire
$813K -$21.3K -100 -3%
WA
1108
Waterford Advisors
New York
$810K -$5.76K -27 -0.7%
RW
1109
REDW Wealth
New Mexico
$809K -$45.9K -215 -5%
AG
1110
Advocate Group
Minnesota
$808K +$27.7K +130 +4%
SCM
1111
Spreng Capital Management
Ohio
$806K -$11.3K -53 -1%
FL
1112
FreeGulliver LLC
Louisiana
$799K +$799K +3,745 New
DI
1113
DFPG Investments
Utah
$796K -$23.1K -112 -3%
BSWA
1114
Bromfield Sneider Wealth Advisors
Massachusetts
$796K +$1.92K +9 +0.2%
SWPG
1115
Strategic Wealth Partners Group
Illinois
$793K +$15.8K +74 +2%
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$786K +$88.3K +414 +13%
UB
1117
UMB Bank
Missouri
$784K
HIA
1118
Harbor Investment Advisory
Maryland
$781K +$20.1K +94 +3%
AC
1119
Abbrea Capital
California
$778K +$4.48K +21 +0.6%
AT
1120
Arvest Trust
Oklahoma
$776K +$776K +3,638 New
BWCS
1121
Beirne Wealth Consulting Services
Connecticut
$775K +$775K +3,630 New
MWM
1122
Maripau Wealth Management
Indiana
$774K +$32.4K +152 +4%
LFS
1123
Lutz Financial Services
Nebraska
$771K
MW
1124
Maia Wealth
Colorado
$769K +$769K +3,607 New
BSB
1125
Bangor Savings Bank
Maine
$769K -$3.2K -15 -0.4%