VB icon

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 %
CAM
701
Columbia Asset Management
Michigan
$2.11M +$253K +1,340 +14%
BMM
702
Berkshire Money Management
Massachusetts
$2.09M -$81.3K -430 -4%
SFA
703
Semmax Financial Advisors
North Carolina
$2.09M +$2.09M +11,418 New
HFAS
704
Hummer Financial Advisory Services
Illinois
$2.09M
BTI
705
Blue Trust Inc
Georgia
$2.08M -$1.54M -7,740 -43%
SPIO
706
Seven Post Investment Office
California
$2.06M
NFP
707
Narus Financial Partners
Utah
$2.06M -$5.86K -31 -0.3%
BWM
708
Brickley Wealth Management
California
$2.06M -$29.7K -157 -1%
TIM
709
Tortoise Investment Management
New York
$2.06M -$1.13K -6 -0.1%
DP
710
Denver PWM
Colorado
$2.06M +$48.9K +262 +2%
NEWAS
711
N.E.W. Advisory Services
Wisconsin
$2.06M +$85.5K +452 +4%
TI
712
Tidal Investments
Wisconsin
$2.05M +$154K +813 +8%
TFM
713
TFC Financial Management
Massachusetts
$2.05M +$24.6K +130 +1%
VP
714
Verum Partners
North Carolina
$2.04M +$1.5M +7,910 +274%
Vontobel Holding
715
Vontobel Holding
Switzerland
$2.04M -$123K -648 -6%
D
716
Dentgroup
Louisiana
$2.04M +$6.05K +32 +0.3%
AWM
717
Apollon Wealth Management
South Carolina
$2.03M -$62.8K -332 -3%
AAM
718
Aureus Asset Management
Massachusetts
$2.01M +$1.82M +9,643 +958%
TWM
719
Tanager Wealth Management
United Kingdom
$2.01M -$180K -953 -8%
SEI Investments
720
SEI Investments
Pennsylvania
$2.01M +$3.03K +16 +0.2%
RCM
721
Radnor Capital Management
Pennsylvania
$2.01M +$2.01M +10,610 New
SWA
722
Strategies Wealth Advisors
Michigan
$2M -$18.3K -97 -0.9%
SFA
723
Sequoia Financial Advisors
Ohio
$2M -$321K -1,699 -14%
MAM
724
Marquette Asset Management
Minnesota
$2M -$257K -1,360 -11%
RWP
725
Revolve Wealth Partners
New Jersey
$2M -$58.6K -310 -3%