VB icon

Vanguard Small-Cap ETF

1,882 hedge funds and large institutions have $33B invested in Vanguard Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 818 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.28%
Holding in Top 10
200
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.9%
New
137
Increased
818
Reduced
664
Closed
85
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
1601
Raleigh Capital Management
North Carolina
$250K -$2.74K -12 -1%
EWA
1602
Elevate Wealth Advisory
Georgia
$250K
FGAM
1603
Financial Gravity Asset Management
Texas
$250K +$111K +503 +80%
DIP
1604
Davis Investment Partners
North Carolina
$249K
FG
1605
Foster Group
Iowa
$247K +$247K +1,082 New
SL
1606
Sentry LLC
Tennessee
$247K
SIG
1607
Stonegate Investment Group
Alabama
$247K +$26.3K +115 +12%
MAA
1608
Matrix Asset Advisors
New York
$246K
SPA
1609
Sentinel Pension Advisors
Massachusetts
$246K +$4.57K +20 +2%
BWM
1610
BCGM Wealth Management
Indiana
$245K -$50.5K -221 -17%
SMWM
1611
Silvia McColl Wealth Management
California
$245K +$2.42K +11 +1%
LSPW
1612
Lake Street Private Wealth
Illinois
$244K +$229 +1 +0.1%
SA
1613
SpiderRock Advisors
Delaware
$243K +$243K +1,108 New
SP
1614
Stonebrook Private
Michigan
$243K -$28.3K -124 -10%
TC
1615
Truvestments Capital
Florida
$243K +$686 +3 +0.3%
SM
1616
Sensible Money
Arizona
$243K
PIM
1617
Penobscot Investment Management
Massachusetts
$242K +$242K +1,059 New
CAM
1618
Covenant Asset Management
New Jersey
$241K
RWM
1619
Revisor Wealth Management
Ohio
$240K -$42.2K -189 -15%
WFS
1620
Walker Financial Services
Kentucky
$240K +$240K +1,050 New
RMCM
1621
Reynders McVeigh Capital Management
Massachusetts
$237K +$237K +1,036 New
PG
1622
Prostatis Group
Maryland
$235K +$235K +1,026 New
IPW
1623
Impact Partnership Wealth
Georgia
$234K -$32.9K -144 -12%
CB
1624
Community Bank
New York
$234K
LFA
1625
Level Financial Advisors
New York
$234K +$61.9K +271 +36%