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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 %
PSF
826
Pacific Sun Financial
California
$1.47M -$53.9K -285 -4%
IAG
827
Investment Advisory Group
Massachusetts
$1.46M +$57.5K +304 +4%
FNT
828
First National Trust
Pennsylvania
$1.46M -$23.8K -126 -2%
SFP
829
Sweet Financial Partners
Minnesota
$1.46M +$1.51K +8 +0.1%
FCP
830
Fidelis Capital Partners
Florida
$1.45M
RLIM
831
Red Lighthouse Investment Management
New York
$1.45M
LF
832
Lee Financial
Texas
$1.44M -$72K -381 -5%
RWA
833
Ropes Wealth Advisors
Massachusetts
$1.44M -$717K -3,792 -33%
SAM
834
Secure Asset Management
Michigan
$1.44M +$81.9K +433 +6%
AIM
835
Anchor Investment Management
South Carolina
$1.43M -$229K -1,211 -14%
DSC
836
Duncker Streett & Co
Missouri
$1.43M +$4.54K +24 +0.3%
SC
837
Schoolcraft Capital
Colorado
$1.43M -$27.2K -144 -2%
SWM
838
Spire Wealth Management
Virginia
$1.42M -$57.7K -305 -4%
CFG
839
Carr Financial Group
Massachusetts
$1.41M -$4.5K -24 -0.3%
LWP
840
Laurel Wealth Planning
Minnesota
$1.41M -$268K -1,420 -16%
CSB
841
City State Bank
Iowa
$1.41M -$133K -705 -9%
PCM
842
Parsons Capital Management
Rhode Island
$1.41M -$28.4K -150 -2%
GWMIA
843
Global Wealth Management Investment Advisory
Florida
$1.4M -$51.8K -274 -4%
TWA
844
TCI Wealth Advisors
Arizona
$1.4M -$35.2K -186 -2%
XF
845
XML Financial
Maryland
$1.39M +$564K +2,984 +68%
CWM
846
Congress Wealth Management
Massachusetts
$1.38M +$1.38M +7,298 New
TCOV
847
Trust Company of Vermont
Vermont
$1.37M +$37.1K +196 +3%
BWM
848
BCS Wealth Management
Tennessee
$1.37M +$1.37M +7,234 New
GAM
849
Grandview Asset Management
Pennsylvania
$1.37M +$1.37M +7,229 New
SIA
850
Soltis Investment Advisors
Utah
$1.37M +$65.4K +346 +5%