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Vanguard Small-Cap ETF

1,860 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 762 increasing their positions, 610 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+199
Holders Change %
+11.98%
% of All Funds
27.27%
Holding in Top 10
199
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.61%
% of All Funds
2.92%
New
275
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 %
DIA
101
Davidson Investment Advisors
Montana
$37.1M +$3.07M +14,375 +9%
FCAS
102
First Command Advisory Services
Texas
$36.5M +$1.77M +8,291 +5%
EI
103
Ellevest Inc
New York
$36.5M +$1.63M +7,620 +5%
MG
104
MilWealth Group
Wisconsin
$35.3M +$701K +3,288 +2%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$34.4M +$994K +4,659 +3%
CFG
106
Citizens Financial Group
Rhode Island
$34.4M -$389K -1,823 -1%
CA
107
Clearstead Advisors
Ohio
$34.4M -$30.2M -141,698 -47%
CWM
108
Connecticut Wealth Management
Connecticut
$33.6M -$1.31M -6,151 -4%
PAS
109
Park Avenue Securities
New York
$33.5M +$2.56M +11,982 +8%
HIMC
110
Heritage Investors Management Corp
Maryland
$33M -$65.5K -307 -0.2%
MWM
111
MBE Wealth Management
Wisconsin
$32.8M +$353K +1,657 +1%
AllianceBernstein
112
AllianceBernstein
Tennessee
$32.1M -$623K -2,920 -2%
IFPL
113
Investments & Financial Planning LLC
Kentucky
$32M +$8.29M +38,879 +35%
AA
114
Aufman Associates
Pennsylvania
$31.7M +$110K +515 +0.3%
CL
115
Choreo LLC
Illinois
$31.5M +$2.44M +11,437 +8%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$30.7M +$4.32M +20,264 +16%
BBA
117
BLB&B Advisors
Pennsylvania
$30.5M -$83.2K -390 -0.3%
NW
118
NewEdge Wealth
Pennsylvania
$29.8M +$1.51M +7,091 +5%
PWLP
119
Prio Wealth Limited Partnership
Massachusetts
$29.7M +$1.61M +7,546 +6%
CTB
120
Country Trust Bank
Illinois
$29.7M +$1.7M +7,977 +6%
EF
121
Empowered Funds
Pennsylvania
$29.4M +$29.4M +137,911 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$28.9M -$8.2M -38,432 -22%
Betterment LLC
123
Betterment LLC
New York
$28.9M +$403K +1,890 +1%
AAS
124
Annex Advisory Services
Wisconsin
$28.7M -$15M -70,340 -34%
W
125
Wealthquest
Ohio
$28.7M +$161K +756 +0.6%