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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 %
RFO
551
RiverGlades Family Offices
Florida
$3.27M
FWS
552
FinDec Wealth Services
California
$3.25M +$567 +3 +0%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$3.25M +$109K +578 +3%
PF
554
Prosperitas Financial
California
$3.25M +$3.25M +17,178 New
BFP
555
Beacon Financial Planning
Massachusetts
$3.23M +$343K +1,816 +12%
MFG
556
Magnus Financial Group
New York
$3.23M +$73K +386 +2%
SWM
557
SigFig Wealth Management
California
$3.19M -$249K -1,318 -7%
IIC
558
Ironwood Investment Counsel
Arizona
$3.19M +$2.99M +15,818 +1,509%
KFGK
559
Keystone Financial Group (Kentucky)
Kentucky
$3.18M +$85.3K +451 +3%
Mackenzie Financial
560
Mackenzie Financial
Ontario, Canada
$3.16M +$168K +915 +6%
FFL
561
Financial Freedom LLC
Ohio
$3.16M +$31.4K +166 +1%
WA
562
Wealth Alliance
New York
$3.16M -$52.9K -280 -2%
MAM
563
Mystic Asset Management
Rhode Island
$3.13M -$86.8K -459 -3%
Deutsche Bank
564
Deutsche Bank
Germany
$3.13M +$29.9K +158 +1%
PWM
565
Paulson Wealth Management
Illinois
$3.11M -$3.78K -20 -0.1%
RIA
566
Regal Investment Advisors
Michigan
$3.09M +$71.7K +379 +2%
FCH
567
Freestone Capital Holdings
Washington
$3.08M -$652K -3,447 -17%
FHA
568
First Horizon Advisors
Tennessee
$3.07M -$14K -74 -0.5%
MG
569
Mather Group
Illinois
$3.06M -$254K -1,345 -8%
HI
570
Harbour Investments
Wisconsin
$3.05M -$115K -607 -4%
NL
571
NWAM LLC
Washington
$3.04M -$3.82M -20,221 -56%
MA
572
Modus Advisors
Minnesota
$3.03M +$26.3K +139 +0.9%
PWMG
573
Pioneer Wealth Management Group
Texas
$3.03M -$601K -3,181 -17%
API
574
Advisor Partners II
California
$3.02M +$1.78M +9,435 +144%
KTA
575
Keeley-Teton Advisors
Illinois
$3.02M -$42K -222 -1%