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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 %
CHJWM
1576
Carlton Hofferkamp & Jenks Wealth Management
Texas
$245K +$245K +1,177 New
HCA
1577
Heck Capital Advisors
Wisconsin
$245K +$1.28K +6 +0.5%
OWA
1578
Opal Wealth Advisors
New York
$245K +$4.69K +22 +2%
FTC
1579
Farmers Trust Company
Ohio
$245K
WA
1580
WESPAC Advisors
California
$245K -$23.5K -110 -9%
SVWG
1581
Shared Vision Wealth Group
United States
$243K +$243K +1,141 New
PCTC
1582
Perkins Coie Trust Company
Washington
$243K -$4.48K -21 -2%
CMP
1583
Courage Miller Partners
Virginia
$241K -$2.35K -11 -1%
AWA
1584
Aletheian Wealth Advisors
Washington
$241K
GFS
1585
GYL Financial Synergies
Connecticut
$241K -$19K -89 -7%
CWM
1586
Campbell Wealth Management
Virginia
$240K -$18.1K -85 -7%
CAWM
1587
Capital Advisors Wealth Management
Washington
$238K +$238K +1,117 New
FFA
1588
First Foundation Advisors
California
$238K -$21.3K -100 -8%
GWA
1589
Geometric Wealth Advisors
District of Columbia
$238K +$238K +1,116 New
PP
1590
Pegasus Partners
Wisconsin
$238K
RCM
1591
Raleigh Capital Management
North Carolina
$236K -$161K -756 -41%
LC
1592
Lincoln Capital
Nebraska
$236K +$7.26K +34 +3%
SFG
1593
SNS Financial Group
Minnesota
$236K -$38K -178 -14%
1WA
1594
180 Wealth Advisors
Washington
$235K +$235K +1,111 New
SMWM
1595
Silvia McColl Wealth Management
California
$234K +$853 +4 +0.4%
HH
1596
Hilltop Holdings
Texas
$234K +$234K +1,096 New
VR
1597
Valued Retirements
Texas
$234K +$234K +1,095 New
EWA
1598
Elevate Wealth Advisory
Georgia
$234K +$234K +1,095 New
PWM
1599
PBMares Wealth Management
Virginia
$233K -$15.8K -74 -6%
ZIC
1600
ZWJ Investment Counsel
Georgia
$233K