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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 %
JAFL
376
Jay A. Fishman Ltd
Michigan
$6.18M -$137K -725 -2%
SW
377
SVB Wealth
Massachusetts
$6.14M -$800K -4,230 -12%
LCM
378
Logan Capital Management
Pennsylvania
$6.13M -$7.37K -39 -0.1%
JFG
379
JDM Financial Group
Texas
$6.11M -$66.9K -354 -1%
VWA
380
Visionary Wealth Advisors
Illinois
$6.06M -$430K -2,273 -7%
HWM
381
Howard Wealth Management
Connecticut
$6.05M +$36.9K +195 +0.6%
SPIA
382
Steward Partners Investment Advisory
New York
$6.02M +$123K +653 +2%
JBA
383
Johnson Bixby & Associates
Washington
$5.98M +$92.5K +489 +2%
MCM
384
Manchester Capital Management
Vermont
$5.98M -$229K -1,213 -4%
RCA
385
Riverview Capital Advisers
Massachusetts
$5.96M +$766K +4,050 +15%
RWG
386
Ratio Wealth Group
Colorado
$5.9M +$278K +1,470 +5%
OFS
387
Oldfather Financial Services
Nebraska
$5.88M -$161K -849 -3%
FC
388
Forte Capital
New York
$5.83M -$308K -1,627 -5%
MSFS
389
Main Street Financial Solutions
Pennsylvania
$5.78M +$5.67K +30 +0.1%
CTA
390
Chesley Taft & Associates
Illinois
$5.77M +$272K +1,440 +5%
LI
391
Latigo Investments
Florida
$5.75M +$22.3K +118 +0.4%
APG
392
Abacus Planning Group
South Carolina
$5.72M -$159K -839 -3%
VF
393
Vawter Financial
Ohio
$5.71M -$1.49M -7,871 -21%
CFP
394
Curran Financial Partners
South Carolina
$5.68M +$357K +1,886 +7%
CA
395
Cambridge Advisors
Nebraska
$5.66M -$94.5K -500 -2%
GRP
396
Global Retirement Partners
California
$5.64M -$29.8K -162 -0.5%
SHGA
397
Sand Hill Global Advisors
California
$5.64M -$7.75K -41 -0.1%
LNWTC
398
Laird Norton Wetherby Trust Company
Washington
$5.63M -$29.7K -157 -0.5%
W
399
WealthOne
New York
$5.58M -$103K -543 -2%
QIM
400
Quest Investment Management
Oregon
$5.57M