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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 %
WWM
1226
Wagner Wealth Management
South Carolina
$592K +$403K +1,888 +213%
AT
1227
Avalon Trust
New Mexico
$590K +$590K +2,767 New
SFS
1228
Sharp Financial Services
Pennsylvania
$590K +$590K +2,765 New
TA
1229
TFB Advisors
Kansas
$589K +$589K +2,761 New
SIS
1230
Strategic Investment Solutions
Illinois
$587K -$18.2M -85,273 -97%
CCA
1231
Cobblestone Capital Advisors
New York
$586K -$853 -4 -0.1%
HWA
1232
HHM Wealth Advisors
Tennessee
$582K +$116K +546 +25%
NWM
1233
Northwest Wealth Management
Iowa
$581K -$1.49K -7 -0.3%
SWA
1234
Sax Wealth Advisors
New Jersey
$580K +$213 +1 +0%
ACA
1235
Atlas Capital Advisors
Wyoming
$579K -$7.68K -36 -1%
HS
1236
Horan Securities
United States
$579K -$55.9K -262 -9%
EFL
1237
ERn Financial LLC
Wisconsin
$574K -$160K -779 -22%
SIC
1238
Sigma Investment Counselors
Michigan
$572K -$4.48K -21 -0.8%
MA
1239
MJP Associates
Connecticut
$570K -$24.3K -114 -4%
AGC
1240
Aspen Grove Capital
Colorado
$568K +$34.2K +162 +6%
PI
1241
Pachira Investments
California
$566K +$57.8K +271 +11%
NA
1242
Nottingham Advisors
New York
$565K +$565K +2,650 New
BST
1243
Bath Savings Trust
Maine
$565K +$133K +625 +31%
ONB
1244
Old National Bancorp
Indiana
$563K -$28.8K -135 -5%
RFS
1245
Richardson Financial Services
Massachusetts
$562K +$562K +2,634 New
HWP
1246
Hibernia Wealth Partners
Louisiana
$561K +$174K +817 +45%
ERWM
1247
Elk River Wealth Management
Colorado
$560K
LW
1248
Linscomb Wealth
Texas
$560K -$126K -591 -18%
DWS
1249
Discipline Wealth Solutions
South Carolina
$560K +$560K +2,663 New
MWA
1250
Moser Wealth Advisors
Washington
$558K +$61.2K +287 +12%