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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 %
DT
776
Diversified Trust
Tennessee
$1.71M +$746K +3,749 +78%
MCA
777
Maryland Capital Advisors
Maryland
$1.7M -$34.4K -173 -2%
BWM
778
Boyd Wealth Management
California
$1.7M +$1.23M +6,174 +259%
IRAG
779
Investment Research & Advisory Group
Georgia
$1.7M -$61.9K -311 -4%
KFA
780
Kelleher Financial Advisors
New York
$1.7M
SC
781
Scotia Capital
Ontario, Canada
$1.69M +$35.8K +180 +2%
ACM
782
AlphaStar Capital Management
North Carolina
$1.69M -$1.96M -9,867 -54%
CFGSD
783
Compass Financial Group (South Dakota)
South Dakota
$1.69M -$45.1K -227 -3%
MA
784
MONECO Advisors
Connecticut
$1.69M -$64.6K -325 -4%
UWM
785
USAdvisors Wealth Management
Minnesota
$1.67M +$146K +731 +10%
FNBOO
786
First National Bank of Omaha
Nebraska
$1.67M -$65.4K -329 -4%
STA
787
Summit Trail Advisors
New York
$1.67M +$82.5K +415 +5%
EA
788
Eclectic Associates
California
$1.66M -$17.9K -90 -1%
IC
789
IEQ Capital
California
$1.65M +$220K +1,106 +15%
RVPG
790
Relative Value Partners Group
$1.65M +$31.2K +157 +2%
PVI
791
Pine Valley Investments
New Jersey
$1.65M +$1.27M +6,380 +334%
BHIC
792
Bassett Hargrove Investment Counsel
Delaware
$1.65M +$92K +500 +6%
CSB
793
City State Bank
Iowa
$1.62M -$54.1K -272 -3%
SLWA
794
San Luis Wealth Advisors
California
$1.62M -$184K -924 -10%
RPCONE
795
Retirement Planning Company of New England
Rhode Island
$1.61M -$5.97K -30 -0.4%
CFD
796
Creative Financial Designs
Indiana
$1.6M +$39.8K +200 +3%
HFW
797
Horizon Family Wealth
Illinois
$1.6M +$45.5K +229 +3%
WIA
798
World Investment Advisors
California
$1.6M -$40.4K -203 -2%
CFO
799
Collective Family Office
Pennsylvania
$1.6M +$279K +1,402 +21%
LF
800
Lee Financial
Texas
$1.59M -$889K -4,469 -36%