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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 %
MWC
201
MBM Wealth Consultants
Missouri
$15.5M +$851K +3,993 +6%
NIM
202
Northeast Investment Management
Massachusetts
$15.2M +$59.9K +281 +0.4%
BCM
203
Brookstone Capital Management
Illinois
$15.1M -$9.64M -45,202 -39%
GAM
204
Gemmer Asset Management
California
$15M +$1.42M +6,635 +10%
SIC
205
Salem Investment Counselors
North Carolina
$14.9M +$173K +812 +1%
SA
206
SAM Advisors
California
$14.9M +$279K +1,306 +2%
AF
207
Arrow Financial
New York
$14.8M +$14.9K +70 +0.1%
Franklin Resources
208
Franklin Resources
California
$14.8M -$12.8M -60,150 -46%
GVAG
209
Great Valley Advisor Group
Delaware
$14.6M -$1.09M -5,128 -7%
BFS
210
Bradley Foster & Sargent
Connecticut
$14.5M +$3.8M +17,836 +36%
FSC
211
Full Sail Capital
Oklahoma
$14.4M +$4.1M +19,239 +40%
EPM
212
Elm Partners Management
Pennsylvania
$14.3M +$974K +4,564 +7%
CW
213
CIC Wealth
Maryland
$14.3M +$1.8M +8,422 +14%
AM
214
AGF Management
Ontario, Canada
$14.2M -$513K -2,407 -3%
TCM
215
Twele Capital Management
Minnesota
$14M +$242K +1,135 +2%
GT
216
Glenview Trust
Kentucky
$13.9M -$816K -3,827 -6%
CWAG
217
Compton Wealth Advisory Group
Virginia
$13.8M +$353K +1,655 +3%
FHA
218
Flagship Harbor Advisors
Massachusetts
$13.7M -$225K -1,054 -2%
AWM
219
Axxcess Wealth Management
California
$13.6M +$2.8M +13,113 +26%
AA
220
AJ Advisors
Tennessee
$13.6M +$781K +3,661 +6%
AIM
221
Acropolis Investment Management
Missouri
$13.5M +$176K +823 +1%
WA
222
Wealth Architects
California
$13.5M +$1.59M +7,448 +13%
BA
223
Bristlecone Advisors
Washington
$13.5M +$75.7K +355 +0.6%
SWP
224
Stratos Wealth Partners
Ohio
$13.4M -$1.47M -6,901 -10%
MWM
225
Modera Wealth Management
New Jersey
$13.4M +$2.2M +10,320 +20%