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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 %
WFS
1426
Weitzel Financial Services
Iowa
$356K -$42.4K -199 -11%
GKWIM
1427
Gerber Kawasaki Wealth & Investment Management
California
$352K -$3.42K -16 -1%
WPWM
1428
Windward Private Wealth Management
Kansas
$352K +$79.4K +372 +29%
HCM
1429
Howland Capital Management
Massachusetts
$351K +$351K +1,647 New
TWC
1430
TD Waterhouse Canada
Ontario, Canada
$351K +$351K +1,663 New
CAM
1431
Carret Asset Management
New York
$351K
TCWM
1432
Total Clarity Wealth Management
Illinois
$350K -$24.3K -114 -6%
IWA
1433
Inspirion Wealth Advisors
Illinois
$350K -$2.12K -10 -0.6%
SWRP
1434
Summit Wealth & Retirement Planning
California
$349K
AFG
1435
Altiora Financial Group
Ohio
$348K +$348K +1,631 New
MC
1436
Middleton & Co
Massachusetts
$348K
CT
1437
Clearstead Trust
Maine
$346K +$1.28K +6 +0.4%
TAM
1438
Tocqueville Asset Management
New York
$345K
PWM
1439
Partnership Wealth Management
Maryland
$344K +$344K +1,657 New
TVWM
1440
Tower View Wealth Management
Wisconsin
$344K +$1.28K +6 +0.4%
CCG
1441
Coastwise Capital Group
California
$342K
PSP
1442
Pacific Sage Partners
Washington
$340K
EWM
1443
Elevatus Welath Management
New York
$340K +$340K +1,595 New
WA
1444
WealthTrust Axiom
Pennsylvania
$339K
JSW
1445
Journey Strategic Wealth
New Jersey
$338K -$188K -879 -36%
KFP
1446
Keener Financial Planning
Texas
$337K +$337K +1,580 New
BB
1447
Busey Bank
Illinois
$336K +$81.7K +383 +32%
DACG
1448
Donor Advised Charitable Giving
California
$335K
BWM
1449
BKM Wealth Management
Wisconsin
$333K +$333K +1,562 New
ECM
1450
EagleClaw Capital Management
Massachusetts
$331K