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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 %
SC
176
Savant Capital
Illinois
$18.6M +$267K +1,251 +1%
FA
177
Fiducient Advisors
Illinois
$18.4M +$1.12M +5,231 +6%
BAM
178
Berkshire Asset Management
Pennsylvania
$18.3M +$431K +2,018 +2%
PFA
179
Pure Financial Advisors
California
$18M +$420K +1,967 +2%
CW
180
CreativeOne Wealth
Kansas
$17.8M +$679K +3,183 +4%
PW
181
Peninsula Wealth
California
$17.8M +$1.82M +8,518 +11%
BCI
182
Brinker Capital Investments
Pennsylvania
$17.7M -$622K -2,960 -3%
OPS
183
Orion Portfolio Solutions
Nebraska
$17.7M -$622K -2,960 -3%
DJSG
184
D.J. St. Germain
Massachusetts
$17.5M -$171K -803 -1%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$17.5M +$527K +2,469 +3%
NCM
186
Nelson Capital Management
California
$17.4M -$75.1K -352 -0.4%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.4M +$593K +2,782 +4%
BPA
188
Beacon Pointe Advisors
California
$17.3M -$6.4M -29,985 -27%
MCIA
189
Mountain Capital Investment Advisors
Colorado
$17M +$85.3K +406 +0.5%
HWMG
190
Hurlow Wealth Management Group
Indiana
$16.9M +$26K +122 +0.2%
CCM
191
Coldstream Capital Management
Washington
$16.9M -$83.8K -393 -0.5%
HWM
192
HB Wealth Management
Georgia
$16.6M +$1.32M +6,182 +9%
G
193
GenTrust
Florida
$16.4M +$5.62M +26,322 +52%
PCMC
194
Private Capital Management (Colorado)
Colorado
$16.4M +$375K +1,759 +2%
SI
195
Stephens Inc
Arkansas
$16.4M +$1.23M +5,751 +8%
MWM
196
Marietta Wealth Management
Georgia
$16.3M +$10.7K +50 +0.1%
WCWM
197
Wooster Corthell Wealth Management
Connecticut
$16.2M +$295K +1,381 +2%
Twin Tree Management
198
Twin Tree Management
Texas
$15.9M +$15.9M +74,613 New
JWM
199
JFG Wealth Management
Colorado
$15.8M -$289K -1,353 -2%
BFA
200
Brown Financial Advisory
Alabama
$15.5M +$213K +1,000 +1%