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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 %
AC
1701
AlphaCore Capital
California
$108K
WCAMG
1702
Woodard & Company Asset Management Group
North Carolina
$107K
TFA
1703
Toth Financial Advisory
Virginia
$106K +$66.1K +310 +165%
CB
1704
Centennial Bank
Arkansas
$105K
HGA
1705
Hobbs Group Advisors
South Carolina
$104K +$104K +488 New
Qube Research & Technologies (QRT)
1706
Qube Research & Technologies (QRT)
United Kingdom
$104K +$104K +488 New
PWMG
1707
Private Wealth Management Group
New Jersey
$102K +$102K +480 New
AWM
1708
Atticus Wealth Management
Florida
$102K -$5.55K -26 -5%
GWSA
1709
Global Wealth Strategies & Associates
Colorado
$100K
FCG
1710
Financial Connections Group
California
$100K +$100K +472 New
NFA
1711
Northwest Financial Advisors
Virginia
$98.1K +$98.1K +460 New
CPG
1712
Custom Portfolio Group
Colorado
$97.7K +$97.7K +458 New
AIA
1713
Armor Investment Advisors
North Carolina
$97.3K
VCM
1714
Versant Capital Management
Arizona
$96.6K
GWSG
1715
GPS Wealth Strategies Group
Colorado
$94.9K -$62.1K -291 -40%
Kayne Anderson Rudnick Investment Management
1716
Kayne Anderson Rudnick Investment Management
California
$94.9K
DPW
1717
DiNuzzo Private Wealth
Pennsylvania
$92.9K +$92.9K +492 New
EWM
1718
EPG Wealth Management
Georgia
$92.3K -$53.8K -256 -37%
UIA
1719
Ulland Investment Advisors
Minnesota
$90K -$9.21K -43 -9%
WOC
1720
West Oak Capital
California
$87K
AIM
1721
Arcadia Investment Management
Michigan
$86.2K
B
1722
Birchbrook
Maine
$86.2K +$86.2K +404 New
CPA
1723
Clear Point Advisors
New York
$86K +$86K +404 New
SS
1724
Sunbelt Securities
Texas
$84.7K -$2.13K -10 -2%
RFA
1725
Register Financial Advisors
Georgia
$84.3K -$13.9K -65 -14%