VB icon

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 %
TWP
1451
Total Wealth Planning
Ohio
$330K -$173K -813 -34%
HSA
1452
HBK Sorce Advisory
Pennsylvania
$330K -$9.39K -44 -3%
AWAP
1453
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$330K -$2.57M -12,050 -89%
RH
1454
RFG Holdings
Texas
$327K +$327K +1,534 New
DE
1455
Day & Ennis
Georgia
$326K +$26.9K +126 +9%
RCG
1456
Resource Consulting Group
Florida
$325K
AWA
1457
Alta Wealth Advisors
Massachusetts
$325K -$938K -4,395 -74%
CA
1458
Cornerstone Advisory
Maryland
$323K +$29.4K +138 +10%
FA
1459
FF Advisors
California
$323K +$323K +1,513 New
WP
1460
WealthShield Partners
North Carolina
$322K -$68.3K -320 -17%
DDC
1461
DF Dent & Co
Maryland
$322K
SFP
1462
Shepherd Financial Partners
Massachusetts
$321K
IWS
1463
Integrity Wealth Solutions
Colorado
$320K +$320K +1,500 New
CFGA
1464
Cambridge Financial Group (Arizona)
Arizona
$320K +$320K +1,500 New
PTP
1465
Platform Technology Partners
New York
$319K +$88.1K +407 +38%
SKK
1466
Shepherd Kaplan Krochuk
Massachusetts
$318K +$427 +2 +0.1%
JWM
1467
JGP Wealth Management
Oregon
$317K +$51.6K +242 +19%
HIG
1468
Heritage Investment Group
Florida
$317K
BIAS
1469
Beacon Investment Advisory Services
New Jersey
$316K -$82.3K -386 -21%
WP
1470
Westmount Partners
California
$315K +$85.3K +400 +37%
HGWM
1471
Horst & Graben Wealth Management
Oregon
$315K -$60.8K -285 -16%
LSA
1472
Lion Street Advisors
Texas
$315K -$10.7K -50 -3%
SBF
1473
Sara-Bay Financial
Florida
$315K +$57K +267 +22%
KFS
1474
Kelly Financial Services
Massachusetts
$315K -$21.3K -100 -6%
BWP
1475
Balboa Wealth Partners
Arizona
$312K -$8.11K -38 -3%