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Vanguard Small-Cap ETF

1,663 hedge funds and large institutions have $26B invested in Vanguard Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 731 increasing their positions, 613 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
26.23%
Holding in Top 10
170
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.49%
% of All Funds
2.68%
New
102
Increased
731
Reduced
613
Closed
61
Calls
$19.6M
Puts
$7.58M
Net Calls
+$12.1M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$76.6M -$521K -2,621 -0.7%
FFW
52
Fusion Family Wealth
New York
$74.6M +$2.9M +14,574 +4%
KIM
53
Karpus Investment Management
New York
$73.6M -$941K -4,729 -1%
RMDI
54
R.M. Davis Inc
Maine
$72.2M +$183K +919 +0.3%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$72.1M +$14.4M +72,735 +25%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$71.7M -$1.79M -8,976 -2%
PFO
57
Pathstone Family Office
New Jersey
$69.6M -$1.47M -7,449 -2%
HWA
58
Heartwood Wealth Advisors
Virginia
$68.4M +$1.46M +7,335 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$68.2M +$5.12M +25,734 +8%
MGIA
60
Moneta Group Investment Advisors
Missouri
$68M +$6.26M +31,482 +10%
M&T Bank
61
M&T Bank
New York
$67.9M -$2.2M -11,078 -3%
WANY
62
Wealthspire Advisors (New York)
New York
$66.8M -$483K -2,430 -0.7%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$64.5M -$542K -2,724 -0.8%
Corient Private Wealth
64
Corient Private Wealth
Florida
$64.1M +$777K +3,907 +1%
PAG
65
Private Advisor Group
New Jersey
$64M -$2.55M -12,595 -4%
BAAM
66
Baker Avenue Asset Management
California
$62.5M +$307K +1,542 +0.5%
CIAS
67
CBIZ Investment Advisory Services
Ohio
$61.8M +$1.67M +8,405 +3%
CFB
68
Cullen/Frost Bankers
Texas
$61.6M +$3.97M +19,983 +7%
Citigroup
69
Citigroup
New York
$61.2M -$905K -4,548 -1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$61.1M -$12.8M -64,397 -17%
VCP
71
Vista Capital Partners
Oregon
$60.4M -$168K -844 -0.3%
NHC
72
Nicholas Hoffman & Company
Georgia
$56.1M +$19.3M +96,981 +52%
AT
73
American Trust
Kentucky
$56M -$2.86M -14,363 -5%
MMA
74
Miracle Mile Advisors
California
$55.8M +$25.9M +130,429 +87%
ST
75
Smithfield Trust
Pennsylvania
$54.6M +$1.75M +8,797 +3%