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Vanguard Small-Cap ETF

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Shares
Change %
KHC
251
Koesten Hirschmann & Crabtree
Kansas
$9.98M +$442K +2,336 +5%
BFS
252
Bradley Foster & Sargent
Connecticut
$9.97M
FPAS
253
Focus Partners Advisor Solutions
Missouri
$9.94M -$714K -3,778 -7%
MWM
254
Modera Wealth Management
New Jersey
$9.93M +$49K +259 +0.5%
AWA
255
Arkadios Wealth Advisors
Georgia
$9.87M +$27.6K +146 +0.3%
KPWS
256
Kestra Private Wealth Services
Texas
$9.83M -$349K -1,848 -3%
SPP
257
Single Point Partners
Massachusetts
$9.75M +$9.75M +51,544 New
RWI
258
Red Wave Investments
Pennsylvania
$9.69M +$12.9K +68 +0.1%
IDA
259
Intelligence Driven Advisers
California
$9.68M -$1.69M -9,191 -15%
GA
260
GoalVest Advisory
New York
$9.68M +$1.42M +7,518 +17%
SFA
261
Spectrum Financial Alliance
Kentucky
$9.68M -$655K -3,559 -6%
AA
262
Atmos Advisory
Pennsylvania
$9.68M +$314K +1,662 +3%
HWM
263
Horizons Wealth Management
North Carolina
$9.64M -$34K -180 -0.4%
WI
264
WBI Investments
New Jersey
$9.59M -$717K -3,790 -7%
G
265
GenTrust
Florida
$9.59M -$583K -3,084 -6%
AWM
266
Axxcess Wealth Management
California
$9.58M +$8.88M +46,941 +1,260%
LNC
267
Lincoln National Corp
Pennsylvania
$9.55M +$523K +2,768 +6%
CB
268
Cadence Bank
Mississippi
$9.53M -$194K -1,028 -2%
SF
269
Summit Financial
New Jersey
$9.49M +$2.92M +15,446 +44%
TA
270
TruWealth Advisors
Louisiana
$9.48M +$186K +986 +2%
RIM
271
Redwood Investment Management
Arizona
$9.48M +$11.2K +59 +0.1%
IHWM
272
Iron Horse Wealth Management
Iowa
$9.45M +$381K +2,014 +4%
CAAS
273
Capital Asset Advisory Services
Michigan
$9.43M +$1.62M +8,547 +21%
HNB
274
Huntington National Bank
Ohio
$9.4M -$10.1M
SMA
275
Sage Mountain Advisors
Georgia
$9.38M -$332K -1,754 -3%