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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 %
PTC
1326
Philadelphia Trust Company
Pennsylvania
$467K
CKAIS
1327
Christensen King & Associates Investment Services
Washington
$466K +$466K +2,182 New
FAG
1328
Fortitude Advisory Group
Washington
$465K -$18.3K -86 -4%
CCA
1329
Clarity Capital Advisors
Florida
$462K +$462K +2,166 New
Luther King Capital Management (LKCM)
1330
Luther King Capital Management (LKCM)
Texas
$456K -$1.28M
GHA
1331
Granite Harbor Advisors
Texas
$450K -$24.5K -115 -5%
FPCG
1332
Forum Private Client Group
Indiana
$448K +$448K +2,102 New
CC
1333
Cannell & Co
New York
$448K +$87K +408 +24%
CD
1334
Chapin Davis
Maryland
$447K
GWANC
1335
Guardian Wealth Advisors (North Carolina)
North Carolina
$447K +$139K +651 +45%
CFO
1336
CVA Family Office
Colorado
$445K -$156K -732 -26%
OW
1337
Olistico Wealth
Oklahoma
$444K +$213 +1 +0%
SIM
1338
Stratos Investment Management
Ohio
$443K -$32.2K -151 -7%
NAM
1339
NTV Asset Management
West Virginia
$443K
PCM
1340
Passive Capital Management
Maryland
$442K -$995K -4,662 -69%
FCB
1341
First County Bank
Connecticut
$442K +$36.3K +170 +9%
NB
1342
Nicolet Bankshares
Wisconsin
$441K -$13K -61 -3%
HHGA
1343
Halbert Hargrove Global Advisors
California
$441K +$441K +2,069 New
DF
1344
DecisionPoint Financial
Arizona
$441K -$27.9K -131 -6%
MM
1345
Meridian Management
Arkansas
$441K -$159K -743 -27%
MIC
1346
Means Investment Company
Maine
$440K +$22.6K +106 +5%
PCMC
1347
Planning Capital Management Corporation
Pennsylvania
$439K +$439K +2,059 New
WDG
1348
Wealth Dimensions Group
Ohio
$437K -$10.7K -50 -2%
VCM
1349
Vision Capital Management
Oregon
$435K +$435K +2,041 New
TNA
1350
True North Advisors
Texas
$435K +$7.47K +35 +2%