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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 %
RIA
1401
Realta Investment Advisors
Delaware
$382K -$348K -1,630 -48%
PCA
1402
Pallas Capital Advisors
Massachusetts
$380K -$40.8K -191 -10%
DWMG
1403
DB Wealth Management Group
California
$378K +$183K +860 +94%
CPCP
1404
Cedar Point Capital Partners
Iowa
$377K +$377K +1,769 New
TWM
1405
Tolleson Wealth Management
Texas
$376K
BW
1406
Bison Wealth
Georgia
$376K +$5.76K +27 +2%
VCA
1407
Verdence Capital Advisors
Maryland
$375K +$104K +487 +38%
SC
1408
Sapient Capital
Indiana
$375K +$375K +1,758 New
PCMK
1409
Paragon Capital Management (Kansas)
Kansas
$375K +$1.28K +6 +0.3%
EWM
1410
Evergreen Wealth Management
Michigan
$371K -$4.27K -20 -1%
TW
1411
TrinityPoint Wealth
Connecticut
$371K +$427 +2 +0.1%
FLA
1412
Financial Life Advisors
Texas
$370K -$112K -527 -23%
VPIM
1413
Vanguard Personalized Indexing Management
California
$370K +$116K +546 +46%
FRA
1414
Front Row Advisors
California
$368K -$146K -686 -28%
AGP
1415
Autumn Glory Partners
Texas
$367K +$367K +1,785 New
IA
1416
IFG Advisory
Georgia
$366K +$11.1K +52 +3%
PNAA
1417
Pictet North America Advisors
Switzerland
$366K +$366K +1,715 New
BFG
1418
Bouchey Financial Group
New York
$365K -$207K -970 -36%
RZH
1419
Relyea Zuckerberg Hanson
Connecticut
$360K +$63.6K +298 +21%
CNB
1420
Camden National Bank
Maine
$360K +$51K +239 +17%
MWA
1421
Monograph Wealth Advisors
California
$360K
LFA
1422
Legacy Financial Advisors
Kentucky
$359K +$359K +1,685 New
GFPC
1423
Global Financial Private Client
Florida
$358K +$260K +1,217 +263%
FCM
1424
Fortis Capital Management
Washington
$358K -$388K -1,820 -52%
KL
1425
KWMG LLC
Kansas
$356K -$14.1K -66 -4%