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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 %
TSWM
1726
Tyler-Stone Wealth Management
Ohio
$82.1K +$10.7K +50 +15%
MLA
1727
MB, Levis & Associates
Pennsylvania
$80.4K +$427 +2 +0.5%
TWM
1728
Tradition Wealth Management
Minnesota
$80K +$7.45K +35 +10%
GI
1729
Gradient Investments
Minnesota
$79.8K +$62.7K +294 +368%
AFG
1730
Albion Financial Group
Utah
$76.8K
GI
1731
GS Investments
Minnesota
$76.2K
PAG
1732
Paladin Advisory Group
Iowa
$75.7K
PMFA
1733
Plante Moran Financial Advisors
Michigan
$74.5K -$86.8K -407 -54%
SAM
1734
Smartleaf Asset Management
Massachusetts
$73.4K +$73.4K +366 New
PS
1735
Planned Solutions
California
$72.1K +$72.1K +338 New
GFL
1736
Granite FO LLC
New Hampshire
$70K
PA
1737
PSI Advisors
Florida
$65.7K +$426 +2 +0.7%
FPFS
1738
First Personal Financial Services
North Carolina
$65.3K
MSFP
1739
Mark Sheptoff Financial Planning
Connecticut
$64K
CG
1740
Cutler Group
California
$63K -$21K -100 -25%
PP
1741
Pacifica Partners
Canada
$62.8K
CHC
1742
City Holding Co
West Virginia
$62.7K -$7.89K -37 -11%
CT
1743
Cambridge Trust
Massachusetts
$62.1K
RFA
1744
Resurgent Financial Advisors
Georgia
$61.1K
TC
1745
Trust Company
Kansas
$58.7K
BNP Paribas Financial Markets
1746
BNP Paribas Financial Markets
France
$58K -$13.9K -65 -19%
GM
1747
GeoWealth Management
Illinois
$58K +$26.1K +122 +82%
BL
1748
BFSG LLC
California
$57.4K +$57.4K +269 New
TCM
1749
Tradewinds Capital Management
Washington
$56.5K
HCP
1750
Hexagon Capital Partners
Arkansas
$55.6K -$213 -1 -0.4%