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Vanguard Small-Cap ETF

1,593 hedge funds and large institutions have $27.9B invested in Vanguard Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 725 increasing their positions, 524 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
-14
Holders Change %
-0.87%
% of All Funds
25.21%
Holding in Top 10
168
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.69%
% of All Funds
2.66%
New
109
Increased
725
Reduced
524
Closed
101
Calls
$14.8M
Puts
$12.7M
Net Calls
+$2.1M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
501
Ramiah Investment Group
Wisconsin
$3.6M +$3.6M +16,961 New
TWM
502
Thrive Wealth Management
Pennsylvania
$3.59M +$1.7M +8,001 +90%
OGF
503
Orin Green Financial
California
$3.54M +$20.2K +95 +0.6%
GA
504
GoalVest Advisory
New York
$3.53M +$3.53M +16,628 New
SOS
505
Silver Oak Securities
Tennessee
$3.52M +$3.52M +17,073 New
BWA
506
BDO Wealth Advisors
Florida
$3.51M +$161K +759 +5%
CA
507
Continuum Advisory
Idaho
$3.5M +$539K +2,765 +18%
GG
508
Gleason Group
Kentucky
$3.48M +$220K +1,036 +7%
MA
509
Mosaic Advisors
Texas
$3.46M -$5M -23,518 -59%
BFA
510
Bragg Financial Advisors
North Carolina
$3.43M +$242K +1,137 +8%
GWA
511
Gibson Wealth Advisors
Texas
$3.43M -$59.3K -279 -2%
FCI
512
Financial Counselors Inc
Kansas
$3.43M -$459K -2,158 -12%
WPC
513
Wedmont Private Capital
Pennsylvania
$3.42M +$709K +3,304 +26%
WFA
514
Wellspring Financial Advisors
Ohio
$3.41M -$757K -3,560 -18%
WJWM
515
Williams Jones Wealth Management
New York
$3.38M -$12.3K -58 -0.4%
MHIC
516
Marble Harbor Investment Counsel
Massachusetts
$3.36M -$213 -1 -0%
LFAS
517
Level Four Advisory Services
Texas
$3.34M +$424K +1,994 +15%
KCM
518
Kennicott Capital Management
California
$3.34M +$3.83K +18 +0.1%
MWM
519
Mascoma Wealth Management
New Hampshire
$3.34M -$330K -1,555 -9%
SWA
520
SOA Wealth Advisors
New York
$3.33M -$23.8K -112 -0.7%
HAC
521
Harbor Advisory Corp
New Hampshire
$3.31M +$43.8K +206 +1%
FAP
522
Financial Advisory Partners
Florida
$3.3M +$480K +2,258 +17%
PFM
523
Phillips Financial Management
Indiana
$3.3M -$4.89K -23 -0.1%
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$3.3M +$851K +3,977 +35%
EA
525
Elm Advisors
California
$3.28M -$3.66M -17,235 -53%