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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 %
FTWA
1151
Fifth Third Wealth Advisors
Ohio
$711K +$42.7K +200 +6%
ES
1152
Eagle Strategies
New York
$710K -$525K -2,460 -43%
LBC
1153
Lowe Brockenbrough & Co
Virginia
$709K +$245K +1,149 +53%
BFO
1154
Biltmore Family Office
North Carolina
$708K
LWMNY
1155
Landmark Wealth Management (New York)
New York
$706K +$33.7K +158 +5%
HKIMG
1156
Hutchens & Kramer Investment Management Group
Indiana
$705K -$72.5K -340 -9%
National Bank of Canada
1157
National Bank of Canada
Quebec, Canada
$703K -$6.14K -29 -0.9%
WCM
1158
Winthrop Capital Management
Indiana
$700K +$700K +3,508 New
EA
1159
Eudaimonia Advisors
Tennessee
$695K +$36.1K +169 +5%
OIA
1160
Optimum Investment Advisors
Illinois
$693K -$12.8K -60 -2%
ATI
1161
ARK & TLK Investments
Oklahoma
$693K +$693K +3,249 New
HAS
1162
HBW Advisory Services
California
$693K +$49.3K +231 +8%
BFG
1163
Baron Financial Group
New Jersey
$690K +$690K +3,232 New
GIA
1164
Guyasuta Investment Advisors
Pennsylvania
$690K +$640 +3 +0.1%
BWA
1165
Bordeaux Wealth Advisors
California
$689K +$221K +1,035 +47%
NAMNJ
1166
NorthStar Asset Management (New Jersey)
New Jersey
$682K +$682K +3,199 New
MSA
1167
Marathon Strategic Advisors
Pennsylvania
$682K +$682K +3,196 New
CIA
1168
Cohen Investment Advisors
New Hampshire
$680K +$7.47K +35 +1%
SFI
1169
SPC Financial Inc
Maryland
$678K -$12.4K -58 -2%
SPWM
1170
Schrum Private Wealth Management
Florida
$674K +$148K +692 +28%
WCF
1171
West Coast Financial
California
$673K -$20.7K -97 -3%
SAM
1172
SignalPoint Asset Management
Missouri
$670K +$1.71K +8 +0.3%
NG
1173
Northstar Group
New York
$669K +$1.07K +5 +0.2%
CF
1174
Centaurus Financial
California
$669K -$64.9K -304 -9%
BTWM
1175
Baker Tilly Wealth Management
Wisconsin
$669K -$130K -610 -16%