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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 %
CAM
426
Cozad Asset Management
Illinois
$4.93M +$94.3K +499 +2%
WCA
427
Waypoint Capital Advisors
Minnesota
$4.85M +$115K +608 +2%
HIM
428
Hanlon Investment Management
New Jersey
$4.83M -$3.2M -16,944 -40%
VA
429
Valmark Advisers
Ohio
$4.83M +$212K +1,120 +5%
SAG
430
SageView Advisory Group
California
$4.82M -$129K -680 -3%
PF
431
Parker Financial
Washington
$4.81M +$47.5K +251 +1%
BCA
432
Bay Colony Advisors
Massachusetts
$4.79M +$118K +622 +3%
AMR
433
Asset Management Resources
Massachusetts
$4.79M +$3.87M +20,456 +418%
AL
434
Aspiriant LLC
California
$4.79M +$1.06M +5,600 +28%
LIG
435
Lokken Investment Group
Delaware
$4.78M +$254K +1,342 +6%
RJT
436
Raymond James Trust
Florida
$4.78M -$624K -3,300 -12%
JJBC
437
James J. Burns & Company
New York
$4.78M +$275K +1,456 +6%
MMPW
438
Mitchell McLeod Pugh & Williams
Alabama
$4.77M +$783K +4,143 +20%
MFS
439
McNamara Financial Services
Massachusetts
$4.75M +$14.6K +77 +0.3%
FMC
440
First Merchants Corp
Indiana
$4.75M -$99.3K -525 -2%
TA
441
Trellis Advisors
Washington
$4.75M +$198K +1,046 +4%
PPP
442
Private Portfolio Partners
New Jersey
$4.72M +$31.8K +168 +0.7%
LA
443
Lane & Associates
New Jersey
$4.7M -$563K -2,979 -11%
SLT
444
St Louis Trust
Missouri
$4.68M +$6.05K +32 +0.1%
BHWM
445
Bay Harbor Wealth Management
Maryland
$4.65M -$83.6K -442 -2%
NEAM
446
New England Asset Management
Connecticut
$4.64M
SCA
447
Snowden Capital Advisors
New York
$4.63M -$273K -1,445 -6%
FAN
448
Financial Advisors Network
California
$4.52M +$4.52M +23,891 New
Millennium Management
449
Millennium Management
New York
$4.51M +$4.51M +23,865 New
QCM
450
QRG Capital Management
Illinois
$4.44M +$4.44M +23,485 New