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Vanguard Small-Cap ETF

1,881 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, 817 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.27%
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
817
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 %
CTA
1801
Colonial Trust Advisors
South Carolina
$40.6K
NFSG
1802
Newbridge Financial Services Group
Florida
$40.1K
GAG
1803
Goodman Advisory Group
Massachusetts
$39.5K
OCM
1804
Orion Capital Management
California
$36.1K
USB
1805
Union Savings Bank
Connecticut
$36.1K
MAWCM
1806
Mine & Arao Wealth Creation & Management
California
$35.4K
TAM
1807
Tucker Asset Management
Colorado
$35.4K
WAS
1808
Winch Advisory Services
Wisconsin
$34.7K +$228 +1 +0.7%
FM
1809
Family Management
New York
$34.3K
CH
1810
Canton Hathaway
Rhode Island
$34K
AWA
1811
Alaska Wealth Advisors
Alaska
$33.8K
RCM
1812
Rain Capital Management
Oregon
$33.4K
BA
1813
Ballast Advisors
Minnesota
$33.1K -$10.3K -45 -24%
HDIM
1814
Hanson & Doremus Investment Management
Vermont
$33K
S
1815
Syntrinsic
Colorado
$32.9K
BAM
1816
Bellevue Asset Management
Washington
$32.6K +$228 +1 +0.7%
AA
1817
Addison Advisors
Vermont
$32K +$1.6K +7 +5%
AA
1818
AlphaMark Advisors
Kentucky
$31K -$22.6K -100 -42%
SRCM
1819
Signature Resources Capital Management
California
$30.7K
PWS
1820
Private Wealth Strategies
Ohio
$29.8K +$29.8K +29,795 New
SR
1821
Syntax Research
Florida
$29.5K
CWP
1822
Concord Wealth Partners
Virginia
$29.5K
AEPWM
1823
Atlantic Edge Private Wealth Management
Florida
$28.4K
RCM
1824
Robinson Capital Management
Michigan
$27.1K -$27.1K -125 -50%
AW
1825
Avion Wealth
Texas
$27K