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Vanguard Small-Cap ETF

1,958 hedge funds and large institutions have $35.3B invested in Vanguard Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 874 increasing their positions, 640 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.32%
Holding in Top 10
191
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.69%
% of All Funds
2.76%
New
153
Increased
874
Reduced
640
Closed
70
Calls
$24M
Puts
$25.4M
Net Calls
-$1.34M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
301
Arbor Wealth Advisors
Michigan
$11M +$325K +1,371 +3%
SMA
302
Sage Mountain Advisors
Georgia
$11M -$103K -433 -0.9%
CCM
303
Chilton Capital Management
Texas
$11M +$700K +2,952 +7%
AFS
304
Axiom Financial Strategies
Indiana
$10.9M +$3.11M +13,090 +40%
PA
305
PFG Advisors
Arizona
$10.9M +$8.42M +35,492 +336%
HNW
306
High Note Wealth
Minnesota
$10.9M -$52.9K -223 -0.5%
PIA
307
Petredis Investment Advisors
Pennsylvania
$10.9M +$137K +578 +1%
OCFG
308
O'Connor Financial Group
Illinois
$10.9M +$884K +3,727 +9%
CCM
309
Condor Capital Management
New Jersey
$10.8M +$45.1K +190 +0.4%
ML
310
McAdam LLC
Pennsylvania
$10.8M -$1.1M -4,650 -9%
CG
311
Caprock Group
Idaho
$10.7M +$375K +1,576 +4%
PPWP
312
Proquility Private Wealth Partners
Nevada
$10.7M +$780K +3,288 +8%
JIC
313
Johnson Investment Counsel
Ohio
$10.7M +$14.2K +60 +0.1%
JWM
314
JFG Wealth Management
Colorado
$10.7M -$672K -2,835 -6%
CP
315
Capital Planning
Washington
$10.6M +$77.3K +325 +0.7%
HIM
316
Hanlon Investment Management
New Jersey
$10.6M -$219K -923 -2%
SFA
317
Spectrum Financial Alliance
Kentucky
$10.6M +$74.2K +313 +0.7%
FDP
318
Financiere des Professionnels
Quebec, Canada
$10.6M +$3.32M +14,000 +46%
CWA
319
Clarity Wealth Advisors
California
$10.6M +$469K +1,977 +5%
KCM
320
Kathmere Capital Management
Pennsylvania
$10.6M +$1.02M +4,293 +11%
OWM
321
Orgel Wealth Management
Wisconsin
$10.5M -$936K -3,946 -8%
CA
322
CoreCap Advisors
Michigan
$10.5M +$10.5M +44,194 New
FWM
323
Focused Wealth Management
New York
$10.5M +$264K +1,113 +3%
MNA
324
Manning & Napier Advisors
New York
$10.4M +$122K +516 +1%
FOFP
325
Fee-Only Financial Planning
South Carolina
$10.4M +$26.8K +113 +0.3%