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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 %
LPT
876
Legacy Private Trust
Wisconsin
$1.25M +$245K +1,297 +24%
WP
877
WMS Partners
Maryland
$1.25M
CIC
878
Carnegie Investment Counsel
Ohio
$1.24M -$70.9K -375 -5%
AL
879
ACAS LLC
California
$1.24M +$28.7K +152 +2%
EBA
880
Eagle Bay Advisors
New York
$1.23M +$12.1K +64 +1%
FBFS
881
First Business Financial Services
Wisconsin
$1.22M +$125K +659 +11%
CCP
882
Carmel Capital Partners
California
$1.22M +$1.22M +6,427 New
SC
883
SouthState Corp
Florida
$1.21M -$189 -1 -0%
SSWG
884
Seven Springs Wealth Group
Tennessee
$1.2M +$2.46K +13 +0.2%
MI
885
Moneywise Inc
Virginia
$1.2M -$198K -1,049 -14%
CA
886
CGN Advisors
Kansas
$1.2M +$488K +2,580 +69%
WFA
887
Wellspring Financial Advisors
Ohio
$1.2M -$73K -386 -6%
RW
888
Rede Wealth
Virginia
$1.19M +$93.4K +494 +8%
VFA
889
Valeo Financial Advisors
Indiana
$1.19M +$189K +999 +19%
LNWWM
890
Laird Norton Wetherby Wealth Management
California
$1.18M -$11.5K -61 -1%
RIM
891
Rockbridge Investment Management
New York
$1.17M -$10.6K -56 -0.9%
BFIM
892
Beese Fulmer Investment Management
Ohio
$1.16M
MAS
893
Madden Advisory Services
Florida
$1.16M +$84.3K +446 +8%
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$122K -645 -10%
MWP
895
Meridian Wealth Partners
Pennsylvania
$1.15M +$43.3K +229 +4%
BMCM
896
Bryn Mawr Capital Management
Pennsylvania
$1.15M -$48.8K -258 -4%
STB
897
S&T Bank
Pennsylvania
$1.13M
WPC
898
Waters Parkerson & Co
Louisiana
$1.13M +$4.35K +23 +0.4%
QCG
899
Quadrant Capital Group
Ohio
$1.13M +$67.3K +356 +6%
PCP
900
Proficio Capital Partners
Massachusetts
$1.12M +$10.8K +57 +1%