VB icon

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 %
IHWM
301
Iron Horse Wealth Management
Iowa
$6.75M +$83.3K +389 +1%
JWM
302
JFG Wealth Management
Colorado
$6.71M -$325K -1,519 -5%
WFPG
303
Waller Financial Planning Group
Ohio
$6.71M -$202K -943 -3%
CPA
304
Clear Perspective Advisors
Illinois
$6.67M +$869K +4,060 +15%
ANTB
305
AMG National Trust Bank
Colorado
$6.66M +$2.81M +13,112 +73%
IWC
306
Integrated Wealth Concepts
Massachusetts
$6.66M +$203K +948 +3%
RPC
307
Rossmore Private Capital
Connecticut
$6.63M +$129K +602 +2%
HWM
308
Howard Wealth Management
Connecticut
$6.6M +$213K +997 +3%
SBL
309
Sargent Bickham Lagudis
Colorado
$6.59M -$106K -496 -2%
CWA
310
Clarity Wealth Advisors
California
$6.59M +$643K +3,006 +11%
GGS
311
Galvin Gaustad & Stein
Arizona
$6.52M -$165K -772 -2%
PCA
312
Personal Capital Advisors
California
$6.51M +$369K +1,723 +6%
OFS
313
Oldfather Financial Services
Nebraska
$6.5M -$251K -1,154 -4%
WB
314
WesBanco Bank
West Virginia
$6.46M +$6.46M +30,156 New
CP
315
Capital Planning
Washington
$6.44M +$599K +2,799 +10%
H
316
HoyleCohen
California
$6.4M +$437K +2,041 +7%
PI
317
Pachira Investments
California
$6.38M -$500K -2,335 -7%
BF
318
BOK Financial
Oklahoma
$6.3M -$726K -3,390 -10%
GWM
319
Gray Wealth Management
Maine
$6.27M +$163K +760 +3%
GSIS
320
Global Strategic Investment Solutions
Arizona
$6.19M +$617K +2,882 +11%
MIAN
321
Mariner Independent Advisor Network
Kansas
$6.17M +$104K +488 +2%
NL
322
NWAM LLC
Washington
$6.17M -$326K -1,521 -5%
CAG
323
Crestwood Advisors Group
Massachusetts
$6.16M +$329K +1,539 +6%
HR
324
Hardy Reed
Mississippi
$6.07M +$1.61M +7,500 +36%
CST
325
Charles Schwab Trust
Nevada
$6.05M +$1.19M +5,455 +24%