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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 %
MPCL
1251
My Personal CFO LLC
Washington
$557K +$230K +1,080 +71%
MW
1252
MBL Wealth
North Carolina
$555K +$7.47K +35 +1%
C
1253
Certuity
Florida
$553K +$230K +1,079 +71%
RWMH
1254
Riverpoint Wealth Management Holdings
Illinois
$553K -$1.71K -8 -0.3%
GKIM
1255
GW&K Investment Management
Massachusetts
$550K +$2.35K +11 +0.4%
TFA
1256
Transamerica Financial Advisors
Florida
$548K +$548K +2,568 New
WCWM
1257
Willow Creek Wealth Management
California
$547K +$31.8K +149 +6%
AWM
1258
Accel Wealth Management
Iowa
$547K +$4.05K +19 +0.7%
TNB
1259
Thomasville National Bank
Georgia
$544K -$26.5K -124 -5%
MIA
1260
MainStreet Investment Advisors
Illinois
$542K -$13.9K -65 -2%
SIA
1261
Schechter Investment Advisors
Michigan
$541K -$3.63K -17 -0.7%
WCM
1262
Washburn Capital Management
Florida
$537K -$4M -18,747 -88%
PSCM
1263
Per Stirling Capital Management
Texas
$536K -$40.1K -188 -7%
MAM
1264
Meeder Asset Management
Ohio
$535K -$98.1K -460 -16%
SC
1265
Searle & Co
Connecticut
$533K +$55.5K +260 +12%
PA
1266
PFW Advisors
Georgia
$532K -$72.7K -341 -12%
RTC
1267
Riverview Trust Company
Washington
$531K +$531K +2,488 New
PC
1268
Pecaut & Co
Iowa
$530K +$33.7K +158 +7%
ACG
1269
Allen Capital Group
Nebraska
$530K +$268K +1,257 +103%
BFA
1270
Buttonwood Financial Advisors
Maryland
$527K -$80K -375 -13%
BHIA
1271
Birch Hill Investment Advisors
Massachusetts
$527K +$54K +253 +11%
AMCA
1272
Arthur M. Cohen & Associates
Illinois
$526K -$139K -650 -21%
TFA
1273
TPG Financial Advisors
Oregon
$522K +$7.36K +35 +1%
PAA
1274
Peregrine Asset Advisers
Oregon
$521K +$213 +1 +0%
RFP
1275
Root Financial Partners
California
$520K +$18.6K +87 +4%