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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 %
ACI
751
Alpha Cubed Investments
California
$1.86M -$26.1K -138 -1%
CFA
752
Cahill Financial Advisors
Minnesota
$1.86M +$3.03K +16 +0.2%
DWP
753
Destiny Wealth Partners
Florida
$1.85M -$59.9K -317 -3%
AIM
754
Alhambra Investment Management
Florida
$1.85M +$449K +2,375 +32%
RWP
755
RWA Wealth Partners
Massachusetts
$1.85M +$71.3K +377 +4%
WIM
756
Westside Investment Management
California
$1.84M +$9.45K +50 +0.5%
AFO
757
Arrowroot Family Office
California
$1.84M +$2.08K +11 +0.1%
TI
758
Truepoint Inc
Ohio
$1.83M +$21.2K +112 +1%
RSWM
759
Robertson Stephens Wealth Management
California
$1.83M -$1M -5,291 -35%
TF
760
Tompkins Financial
New York
$1.83M -$66.4K -351 -4%
ML
761
Mayport LLC
Massachusetts
$1.82M -$9.45K -50 -0.5%
PFSC
762
Peoples Financial Services Corp
Pennsylvania
$1.82M +$18.9K +100 +1%
JPLA
763
Joseph P. Lucia & Associates
New York
$1.82M -$91.7K -485 -5%
SFS
764
Security Financial Services
Indiana
$1.81M -$69.4K -367 -4%
PFP
765
Pinnacle Financial Partners
Tennessee
$1.81M +$14.4K +76 +0.8%
JFA
766
JNBA Financial Advisors
Minnesota
$1.81M -$21.2K -112 -1%
VBFP
767
Valtinson Bruner Financial Planning
Minnesota
$1.81M +$171K +906 +10%
SFWC
768
Strategic Family Wealth Counselors
New Jersey
$1.8M -$143K -754 -7%
CP
769
Camelot Portfolios
Ohio
$1.78M -$255K -1,346 -12%
CGPCS
770
Capital Group Private Client Services
California
$1.78M +$24.8K +131 +1%
TFO
771
Tarbox Family Office
California
$1.78M -$10.8K -57 -0.6%
LHEI
772
Leo H. Evart Inc
California
$1.76M -$32.9K -174 -2%
FCBT
773
First Citizens Bank & Trust
North Carolina
$1.75M +$712K +3,766 +69%
JAG
774
Journey Advisory Group
Kentucky
$1.74M -$4.54K -24 -0.3%
LWM
775
Liberty Wealth Management
California
$1.73M -$12.7K -67 -0.7%