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Vanguard Small-Cap ETF

1,860 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 762 increasing their positions, 610 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+199
Holders Change %
+11.98%
% of All Funds
27.27%
Holding in Top 10
199
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.61%
% of All Funds
2.92%
New
275
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 %
NBT
1676
Northwest Bank & Trust
Iowa
$159K +$159K +746 New
MFA
1677
Morling Financial Advisors
California
$145K
BFS
1678
Burkett Financial Services
South Carolina
$140K +$140K +657 New
CMP
1679
Coston McIsaac & Partners
Maine
$140K +$7.03K +33 +5%
PFA
1680
Pathway Financial Advisers
Indiana
$140K +$2.14K +10 +2%
JWM
1681
Janiczek Wealth Management
Colorado
$135K +$55.5K +260 +69%
FGAM
1682
Financial Gravity Asset Management
Texas
$135K +$135K +632 New
FCMT
1683
Founders Capital Management (Texas)
Texas
$128K
NP
1684
NorthRock Partners
Minnesota
$124K +$124K +581 New
PCFFS
1685
Pacific Center for Financial Services
California
$119K
HBW
1686
Hazlett, Burt & Watson
West Virginia
$119K +$20.4K +95 +21%
CCP
1687
Clarkston Capital Partners
Michigan
$118K +$118K +553 New
SA
1688
Scarborough Advisors
Maryland
$117K +$117K +550 New
MFG
1689
Mendota Financial Group
Wisconsin
$117K +$117K +549 New
CIA
1690
Cape Investment Advisory
Georgia
$117K -$56.1K -263 -32%
ATC
1691
Advantage Trust Company
Kansas
$116K +$116K +546 New
W
1692
WealthCollab
Washington
$116K +$116K +546 New
CAS
1693
Coppell Advisory Solutions
Texas
$115K -$518K -2,427 -82%
EW
1694
Element Wealth
Mississippi
$115K
JWA
1695
JFS Wealth Advisors
Pennsylvania
$114K -$55K -258 -33%
NRG
1696
Nemes Rush Group
Michigan
$114K -$14.7K -69 -11%
TAM
1697
Townsend Asset Management
North Carolina
$112K +$213 +1 +0.2%
BL
1698
Balentine LLC
Georgia
$109K
GTAM
1699
Global Trust Asset Management
Florida
$108K
AC
1700
AlphaCore Capital
California
$108K