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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 %
KFS
1376
Kaizen Financial Strategies
California
$413K +$413K +1,937 New
MPW
1377
Melone Private Wealth
Michigan
$412K -$106K -495 -20%
MTIC
1378
Missouri Trust & Investment Company
Missouri
$410K
FCIM
1379
Fairview Capital Investment Management
California
$410K -$2.13K -10 -0.5%
CWM
1380
Chemistry Wealth Management
New York
$407K +$427 +2 +0.1%
CCG
1381
Cypress Capital Group
Florida
$404K +$2.99K +14 +0.7%
SSA
1382
Schonfeld Strategic Advisors
New York
$402K -$521K -2,440 -56%
AWM
1383
AllSquare Wealth Management
New York
$401K
CCWM
1384
Cassaday & Co Wealth Management
Virginia
$401K
LAM
1385
LifePro Asset Management
California
$399K -$6.83K -32 -2%
DFG
1386
Delta Financial Group
New Jersey
$399K +$52.7K +247 +15%
UL
1387
Unionview LLC
Washington
$399K -$11.7K -55 -3%
TDC
1388
Thompson Davis & Co
Virginia
$398K -$37.8K -177 -9%
MIA
1389
Milestone Investment Advisors
Wisconsin
$393K +$10K +47 +3%
LWM
1390
LJI Wealth Management
Indiana
$392K -$28.6K -134 -7%
VT
1391
Vise Technologies
New York
$391K +$52.9K +248 +16%
EFA
1392
Evernest Financial Advisors
Indiana
$389K +$389K +1,823 New
FNBOMD
1393
First National Bank of Mount Dora
Florida
$389K
MIC
1394
Meridian Investment Counsel
California
$385K -$12.8K -60 -3%
SAI
1395
Savvy Advisors Inc
New York
$385K +$385K +1,803 New
JWCA
1396
J.W. Coons Advisors
Ohio
$384K +$53.3K +250 +16%
BHWM
1397
Bar Harbor Wealth Management
New Hampshire
$384K +$65.5K +307 +21%
AWM
1398
Angeles Wealth Management
California
$384K -$17.1K -80 -4%
APW
1399
Austin Private Wealth
Texas
$382K +$1.71K +8 +0.4%
CWM
1400
Capital Wealth Management
Rhode Island
$382K -$24.1K -113 -6%