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Vanguard Small-Cap ETF

1,607 hedge funds and large institutions have $29.6B invested in Vanguard Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 688 increasing their positions, 411 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+210
Holders Change %
+15.03%
% of All Funds
24.82%
Holding in Top 10
182
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.97%
% of All Funds
2.81%
New
293
Increased
688
Reduced
411
Closed
60
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Shares
Change %
S
26
SignatureFD
Georgia
$166M +$4.78M +21,161 +3%
Truist Financial
27
Truist Financial
North Carolina
$155M -$78.4K -347 -0.1%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$135M +$17.2M +76,312 +15%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$132M +$6.58M +29,126 +5%
RJA
30
Raymond James & Associates
Florida
$131M +$20M +88,475 +18%
MWM
31
Mission Wealth Management
California
$131M +$6.21M +27,468 +5%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$130M +$19M +84,061 +17%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$129M +$3.38M +14,967 +3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$117M +$15.3M +67,568 +15%
Mariner
35
Mariner
Kansas
$112M +$10.7M +47,130 +10%
PAG
36
Private Advisor Group
New Jersey
$98.8M -$33M -145,901 -25%
MFM
37
MD Financial Management
Ontario, Canada
$98.6M -$51.3M -227,097 -34%
BPWM
38
Badgley Phelps Wealth Managers
Washington
$91.6M +$4.31M +19,086 +5%
EA
39
Efficient Advisors
Ohio
$89.2M +$20.4M +90,300 +30%
PA
40
Pinnacle Associates
New York
$88.7M +$1.92M +8,488 +2%
KIM
41
Karpus Investment Management
New York
$87.7M -$28M -123,920 -24%
MA
42
MUFG Americas
New York
$86.2M +$1.28M +5,680 +2%
AAS
43
Annex Advisory Services
Wisconsin
$85.6M +$9.29M +41,115 +12%
M&T Bank
44
M&T Bank
New York
$84.1M +$195K +862 +0.2%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$84.1M +$9.23M +40,846 +12%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$80.6M +$10.7M +47,446 +15%
HighTower Advisors
47
HighTower Advisors
Illinois
$79.1M +$12.8M +56,436 +19%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$75.1M +$4.64M +20,525 +7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$74.6M +$2.6M +11,409 +4%
MRC
50
Millburn Ridgefield Corp
New York
$73.6M +$3.55M +15,720 +5%