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Vanguard Small-Cap ETF

1,593 hedge funds and large institutions have $27.9B invested in Vanguard Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 725 increasing their positions, 524 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
-14
Holders Change %
-0.87%
% of All Funds
25.21%
Holding in Top 10
168
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.69%
% of All Funds
2.66%
New
109
Increased
725
Reduced
524
Closed
101
Calls
$14.8M
Puts
$12.7M
Net Calls
+$2.1M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
251
Sigma Planning Corp
Michigan
$9.38M +$442K +2,082 +5%
MWM
252
Marietta Wealth Management
Georgia
$9.38M +$887K +4,174 +10%
SPP
253
Single Point Partners
Massachusetts
$9.31M +$416K +1,957 +5%
TCM
254
TD Capital Management
Tennessee
$9.3M -$143K -674 -2%
BF
255
BOK Financial
Oklahoma
$9.28M +$1.12M +5,277 +14%
AWA
256
Arete Wealth Advisors
Illinois
$9.27M +$720K +3,388 +8%
JAFL
257
Jay A. Fishman Ltd
Michigan
$9.26M +$243K +1,145 +3%
APG
258
Abacus Planning Group
South Carolina
$9.25M -$1.8M -8,455 -16%
MIAN
259
Mariner Independent Advisor Network
Kansas
$9.24M +$4.34M +20,320 +89%
CST
260
Charles Schwab Trust
Nevada
$9.21M -$69.5K -327 -0.7%
BAM
261
Baldrige Asset Management
Pennsylvania
$9.2M -$165K -777 -2%
RWA
262
Roberts Wealth Advisors
California
$9.19M +$357K +1,664 +4%
TCM
263
Twele Capital Management
Minnesota
$9.16M +$1.22M +5,752 +15%
BFS
264
Bradley Foster & Sargent
Connecticut
$9.09M +$2.67M +12,558 +42%
AFS
265
Annapolis Financial Services
Maryland
$9.04M +$75.7K +356 +0.8%
SLT
266
St Louis Trust
Missouri
$9M +$5.8M +27,280 +181%
BSW
267
Buckingham Strategic Wealth
Missouri
$8.98M +$610K +2,870 +7%
WI
268
WBI Investments
New Jersey
$8.95M +$8.95M +42,231 New
PPWP
269
Proquility Private Wealth Partners
Nevada
$8.91M +$363K +1,995 +4%
AFS
270
Axiom Financial Strategies
Indiana
$8.88M -$1.34M -6,892 -13%
Lazard Asset Management
271
Lazard Asset Management
New York
$8.84M -$76.5K -360 -0.9%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$8.84M -$140K -658 -2%
BC
273
Bartlett & Co
Ohio
$8.84M -$140K -658 -2%
HNW
274
High Note Wealth
Minnesota
$8.82M -$881K -4,146 -9%
NAMP
275
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.79M -$26.8K -126 -0.3%