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Vanguard Small-Cap ETF

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
251
Ballentine Partners
Massachusetts
$8.26M -$153K -713 -2%
APC
252
Asset Planning Corporation
Tennessee
$8.25M -$989K -4,620 -11%
BRWA
253
B. Riley Wealth Advisors
Florida
$8.25M +$304K +1,422 +4%
RPG
254
Resource Planning Group
Georgia
$8.19M -$364K -1,717 -4%
AI
255
Atria Investments
North Carolina
$8.16M +$883K +4,123 +12%
WCM
256
Washburn Capital Management
Florida
$8.15M +$4.28M +20,014 +111%
MCM
257
Manchester Capital Management
Vermont
$8.03M +$1.56M +7,305 +24%
BWA
258
BlueSky Wealth Advisors
North Carolina
$7.99M -$204K -937 -2%
JAFL
259
Jay A. Fishman Ltd
Michigan
$7.98M +$545K +2,546 +7%
EWM
260
Empirical Wealth Management
Washington
$7.98M -$1.48M -6,910 -16%
AWA
261
Arete Wealth Advisors
Illinois
$7.96M +$208K +971 +3%
FFG
262
Frisch Financial Group
New York
$7.95M +$172K +803 +2%
BCA
263
Bray Capital Advisors
Florida
$7.86M -$545K -2,546 -6%
EWM
264
Endurance Wealth Management
Rhode Island
$7.83M +$1.07M +5,000 +16%
NAMP
265
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.83M +$268K +1,254 +4%
AWM
266
Aries Wealth Management
Maine
$7.82M +$179K +815 +2%
PA
267
Paracle Advisors
Washington
$7.75M -$57.4K -268 -0.7%
AWA
268
Arkadios Wealth Advisors
Georgia
$7.74M +$43.5K +203 +0.6%
BDF
269
Black Diamond Financial
Maryland
$7.74M +$314K +1,468 +4%
CS
270
Comerica Securities
Michigan
$7.72M +$999K +4,667 +15%
MWC
271
MBM Wealth Consultants
Missouri
$7.67M -$232K -1,085 -3%
5L
272
55I LLC
Massachusetts
$7.64M +$7.38M +34,457 +2,799%
SPC
273
Sigma Planning Corp
Michigan
$7.59M -$40K -187 -0.5%
DADC
274
D.A. Davidson & Co
Montana
$7.54M +$525K +2,451 +7%
MWM
275
Merriman Wealth Management
Washington
$7.52M +$182K +849 +2%