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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 %
CS
401
Comerica Securities
Michigan
$5.56M +$1.97M +10,401 +55%
WFA
402
Wells Financial Advisors
Massachusetts
$5.55M -$11.9K -63 -0.2%
AA
403
Ancora Advisors
Ohio
$5.54M -$36.5K -193 -0.7%
TPCW
404
TD Private Client Wealth
New York
$5.5M +$1.74M +9,186 +46%
DL
405
DOHJ LLC
Washington
$5.47M +$342K +1,833 +7%
FPB
406
First PREMIER Bank
South Dakota
$5.38M -$89.2K -472 -2%
EWM
407
Evercore Wealth Management
New York
$5.35M -$229K -1,210 -4%
CWMU
408
Caliber Wealth Management (Utah)
Utah
$5.35M +$68.3K +361 +1%
SI
409
Saxon Interests
Texas
$5.35M +$5.35M +28,301 New
HTC
410
Haverford Trust Company
Pennsylvania
$5.35M +$9.08K +48 +0.2%
IFAM
411
Institutional & Family Asset Management
Colorado
$5.35M -$11K -58 -0.2%
LFP
412
Leeward Financial Partners
Washington
$5.33M +$787K +4,164 +17%
FNFDCM
413
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.31M -$84.9K -449 -2%
SCA
414
Sandy Cove Advisors
Massachusetts
$5.31M -$1.74M -9,209 -25%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$5.25M +$55.8K +295 +1%
OL
416
Optas LLC
Texas
$5.23M +$1.82M +9,629 +54%
CAG
417
Crestwood Advisors Group
Massachusetts
$5.22M -$27K -143 -0.5%
AAS
418
Ameritas Advisory Services
Nebraska
$5.17M +$1.37M +7,366 +36%
ECG
419
Edge Capital Group
Georgia
$5.15M -$378K -1,999 -7%
GHAM
420
Gilman Hill Asset Management
Connecticut
$5.09M -$1.1M -5,835 -18%
EA
421
Evolution Advisers
Virginia
$5.06M -$193K -1,020 -4%
IAN
422
Integrated Advisors Network
Texas
$5.03M -$23.4K -124 -0.5%
GGS
423
Galvin Gaustad & Stein
Arizona
$5.02M -$126K -667 -2%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$5.02M +$204K +1,078 +4%
TWM
425
TriaGen Wealth Management
California
$4.94M +$216K +1,141 +5%