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Vanguard Small-Cap ETF

1,959 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, 875 increasing their positions, 640 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,959
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.33%
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
875
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 %
RA
451
Ruggaard & Associates
Ohio
$6.53M +$166K +698 +3%
Franklin Resources
452
Franklin Resources
California
$6.52M -$66.2K -275 -1%
SF
453
Synovus Financial
Georgia
$6.51M +$3.07M +12,942 +89%
AWM
454
AE Wealth Management
Kansas
$6.45M -$103K -436 -2%
FF
455
Farrell Financial
New York
$6.39M +$20.3K +80 +0.3%
EWM
456
Evercore Wealth Management
New York
$6.37M
LFAS
457
Level Four Advisory Services
Texas
$6.35M +$3.06M +13,005 +93%
PPP
458
Private Portfolio Partners
New Jersey
$6.32M +$6.32M +26,648 New
RC
459
Roundview Capital
New Jersey
$6.31M +$1.48M +6,233 +31%
BF
460
BOK Financial
Oklahoma
$6.3M +$139K +594 +2%
CAM
461
Cozad Asset Management
Illinois
$6.3M -$45.3K -191 -0.7%
PF
462
Penney Financial
Texas
$6.3M -$71.2K -300 -1%
FNFDCM
463
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.27M -$79.9K -337 -1%
CP
464
Creekside Partners
California
$6.23M -$176K -741 -3%
EA
465
Evolution Advisers
Virginia
$6.23M -$145K -611 -2%
SFG
466
Sovereign Financial Group
Connecticut
$6.23M +$463K +1,953 +8%
BWP
467
Bernardo Wealth Planning
Pennsylvania
$6.19M +$219K +905 +4%
Susquehanna International Group
468
Susquehanna International Group
Pennsylvania
$6.16M +$2.71M +11,429 +79%
SWM
469
Sagace Wealth Management
Florida
$6.14M +$1.31M +5,452 +27%
WCFA
470
Walkner Condon Financial Advisors
Wisconsin
$6.09M +$128K +540 +2%
SEIA
471
Signature Estate & Investment Advisors
California
$6.07M +$400K +1,686 +7%
CA
472
Capital Advantage
California
$6.04M +$1.15M +4,869 +24%
AO
473
Advisor OS
Illinois
$6.04M -$212K -894 -3%
HL
474
HeadInvest LLC
Maine
$5.93M +$576K +2,427 +11%
WLIM
475
White Lighthouse Investment Management
Massachusetts
$5.9M -$73.3K -309 -1%