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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 %
CG
1501
Clifford Group
Massachusetts
$293K +$5.12K +24 +2%
LMKC
1502
L.M. Kohn & Company
Ohio
$290K +$290K +1,361 New
Chevy Chase Trust
1503
Chevy Chase Trust
Maryland
$290K -$177K -832 -38%
EWM
1504
Elmwood Wealth Management
California
$290K -$45.2K -212 -14%
ACM
1505
Advance Capital Management
Michigan
$289K -$8.11K -38 -3%
MAM
1506
McCarthy Asset Management
California
$289K -$89.2K -418 -24%
PCH
1507
PGIM Custom Harvest
New Jersey
$289K -$30.9K -145 -10%
CEI
1508
Clark Estates Inc
New York
$288K
KW
1509
KWB Wealth
California
$288K
APP
1510
Avantax Planning Partners
Iowa
$288K +$288K +1,348 New
TW
1511
Transform Wealth
Colorado
$287K +$46.5K +218 +19%
CIS
1512
Continental Investors Services
Washington
$287K +$287K +1,346 New
SGWM
1513
Sterling Group Wealth Management
California
$286K -$3.42K -16 -1%
FFB
1514
First Financial Bankshares
Texas
$285K +$285K +1,338 New
PHWM
1515
Pine Harbor Wealth Management
Maryland
$285K +$285K +1,337 New
KFI
1516
Key Financial Inc
Pennsylvania
$285K
GEA
1517
Glen Eagle Advisors
New Jersey
$284K -$47.6K -223 -14%
DP
1518
DDD Partners
Washington
$284K
RMC
1519
Resources Management Corp
Connecticut
$284K +$1.49K +7 +0.5%
DA
1520
Detalus Advisors
Missouri
$283K +$33.5K +157 +13%
I
1521
INVST
Indiana
$280K -$17.6K -84 -6%
AWE
1522
Avidian Wealth Enterprises
Texas
$279K -$3.63K -17 -1%
Fisher Asset Management
1523
Fisher Asset Management
Washington
$279K -$476K -2,229 -63%
CAM
1524
Crestone Asset Management
Colorado
$279K
OHIS
1525
Oak Harvest Investment Services
Texas
$278K +$278K +1,305 New