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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 %
SOAG
1126
Silver Oak Advisory Group
Oregon
$768K +$213 +1 +0%
KNFPWM
1127
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$768K +$768K +3,598 New
BWM
1128
Baystate Wealth Management
Massachusetts
$761K -$172K -808 -18%
TFM
1129
Trademark Financial Management
Minnesota
$760K +$760K +3,561 New
E
1130
ETFidea
New York
$758K +$96.4K +452 +15%
KCPG
1131
Kavar Capital Partners Group
Kansas
$757K +$377K +1,766 +99%
AA
1132
Advisory Alpha
Michigan
$755K +$161K +753 +27%
MSF
1133
Mustard Seed Financial
Arkansas
$751K +$751K +3,521 New
TWM
1134
Trevian Wealth Management
Massachusetts
$749K +$853 +4 +0.1%
FA
1135
Fiduciary Alliance
South Carolina
$742K +$29K +136 +4%
TPI
1136
Trust Point Inc
Wisconsin
$741K +$741K +3,475 New
SEP
1137
Southland Equity Partners
Missouri
$741K -$25.8K -121 -3%
RG
1138
Rathbones Group
United Kingdom
$741K -$3.41K -16 -0.5%
SJL
1139
Shayne & Jacobs LLC
Tennessee
$740K +$8.53K +40 +1%
RSS
1140
Rosenblum Silverman Sutton
California
$739K
P
1141
&Partners
Tennessee
$738K +$738K +3,733 New
SFS
1142
Strategic Financial Services
New York
$736K
NSIM
1143
North Star Investment Management
Illinois
$734K -$66.1K -310 -8%
BFM
1144
Boston Financial Management
Massachusetts
$732K -$50.1K -235 -6%
SWM
1145
Segment Wealth Management
Texas
$725K -$7.25K -34 -1%
MGWM
1146
Marks Group Wealth Management
Minnesota
$724K +$75.9K +356 +12%
YIA
1147
YHB Investment Advisors
Connecticut
$723K
PIA
1148
Perennial Investment Advisors
California
$715K +$46.9K +220 +7%
FPTW
1149
Franklin, Parlapiano, Turner & Welch
Texas
$714K
MFA
1150
Mayflower Financial Advisors
Massachusetts
$713K +$35.2K +165 +5%