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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 %
CWM
1351
Certus Wealth Management
California
$434K -$80.9K -379 -16%
LA
1352
LexAurum Advisors
Kansas
$434K -$14.9K -70 -3%
TPA
1353
Trivium Point Advisory
Connecticut
$434K -$640 -3 -0.1%
OFP
1354
OLIO Financial Planning
Virginia
$432K +$42.5K +197 +11%
TPW
1355
Tiller Private Wealth
Pennsylvania
$432K -$9.6K -45 -2%
SSWM
1356
Smith Salley Wealth Management
North Carolina
$431K -$3.63K -17 -0.8%
SAM
1357
Silvercrest Asset Management
New York
$430K +$1.71K +8 +0.4%
SWM
1358
Selective Wealth Management
Virginia
$428K -$73.3K -355 -15%
WIP
1359
WealthCare Investment Partners
Rhode Island
$428K -$13K -62 -3%
MWM
1360
Mascoma Wealth Management
New Hampshire
$427K +$123K +577 +40%
LWM
1361
Lodestone Wealth Management
Washington
$427K +$76.8K +360 +22%
NPFS
1362
Novak & Powell Financial Services
Florida
$427K +$427K +2,009 New
BAM
1363
Bosun Asset Management
Illinois
$427K +$427K +2,000 New
PB
1364
Pinnacle Bancorp
Nebraska
$425K -$65.5K -307 -13%
NPF
1365
Norris Perne & French
Michigan
$425K
LL
1366
LPWM LLC
Minnesota
$422K -$7.45K -36 -2%
WJA
1367
Willis Johnson & Associates
Texas
$420K -$16K -75 -4%
AWC
1368
Adamsbrown Wealth Consultants
Kansas
$420K
IA
1369
Insight Advisors
Pennsylvania
$419K -$10.7K -50 -2%
RPGK
1370
Retirement Planning Group (Kansas)
Kansas
$418K +$418K +1,957 New
RIL
1371
Rothschild Investment LLC
Illinois
$417K +$21.3K +100 +5%
ST
1372
Spinnaker Trust
Maine
$417K -$62.1K -291 -13%
GLA
1373
Good Life Advisors
Pennsylvania
$417K -$4.05K -19 -1%
SWM
1374
Sugarloaf Wealth Management
Georgia
$414K +$330K +1,545 +391%
GAM
1375
GEM Asset Management
Michigan
$413K -$25.6K -120 -6%