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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 %
R
676
Rebalance
California
$2.33M +$32.1K +170 +1%
PWP
677
Principle Wealth Partners
Connecticut
$2.31M +$289K +1,528 +14%
VCP
678
Verus Capital Partners
Arizona
$2.3M -$870K -4,602 -27%
CA
679
CoreCap Advisors
Michigan
$2.29M +$103K +543 +5%
EWM
680
Evermay Wealth Management
Virginia
$2.28M +$15.1K +80 +0.7%
WP
681
WealthSource Partners
California
$2.28M -$15.3K -81 -0.7%
KA
682
Klingman & Associates
New York
$2.26M +$31.2K +165 +1%
OWA
683
Octavia Wealth Advisors
Ohio
$2.25M +$3.97K +21 +0.2%
PA
684
Procyon Advisors
Connecticut
$2.24M -$35.4K -187 -2%
MFGM
685
Marshall Financial Group (Maryland)
Maryland
$2.23M -$109K -578 -5%
MFT
686
Moisand Fitzgerald Tamayo
Florida
$2.23M -$34.8K -184 -2%
SOS
687
Silver Oak Securities
Tennessee
$2.22M +$194K +1,027 +10%
AWA
688
Acorn Wealth Advisors
Michigan
$2.21M +$30.1K +159 +1%
WB
689
WesBanco Bank
West Virginia
$2.2M -$15.9K -84 -0.7%
FUBT
690
First United Bank & Trust
Maryland
$2.19M +$33.1K +175 +2%
SCM
691
SOL Capital Management
Maryland
$2.19M -$241K -1,273 -10%
MSWMA
692
Market Street Wealth Management Advisors
Indiana
$2.18M -$786K -4,158 -26%
MHIC
693
Marble Harbor Investment Counsel
Massachusetts
$2.17M -$113K -600 -5%
MA
694
Mosaic Advisors
Texas
$2.16M -$137K -725 -6%
WI
695
Wintrust Investments
Illinois
$2.15M -$945 -5 -0%
KSWA
696
Kathleen S. Wright Associates
Pennsylvania
$2.15M +$90.8K +480 +4%
SFG
697
Sage Financial Group
Pennsylvania
$2.14M +$945 +5 +0%
SC
698
Stephens Consulting
Michigan
$2.14M -$18.9K -100 -0.9%
GLLW
699
Graves Light Lenhart Wealth
Virginia
$2.12M +$5.38K +29 +0.3%
BRM
700
Boston Research & Management
Massachusetts
$2.11M -$11.3K -60 -0.5%