VB icon

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 %
TFCP
926
Twin Focus Capital Partners
Massachusetts
$1.05M +$3.4K +18 +0.3%
AP
927
Adero Partners
California
$1.05M
CSIC
928
Clifford Swan Investment Counsel
California
$1.05M +$189 +1 +0%
DI
929
Disciplined Investments
Oklahoma
$1.04M +$8.32K +44 +0.8%
DWM
930
Defined Wealth Management
Oregon
$1.04M +$18.7K +99 +2%
OA
931
Oxbow Advisors
Texas
$1.03M
TRCT
932
Tower Research Capital (TRC)
New York
$1.03M +$1.03M +5,440 New
RWM
933
Refined Wealth Management
Utah
$1.03M -$1.7K -9 -0.2%
RRA
934
Round Rock Advisors
Connecticut
$1.02M +$1.32K +7 +0.1%
KIA
935
KCM Investment Advisors
California
$1.02M
GW
936
GW & Wade
Massachusetts
$1.01M -$11.9K -63 -1%
TCPWM
937
Traverso Chambers Private Wealth Management
California
$1.01M -$4.73K -25 -0.5%
CPA
938
Cardiff Park Advisors
California
$1.01M -$182K -961 -15%
CSPAM
939
Cary Street Partners Asset Management
Virginia
$999K
BWP
940
BSW Wealth Partners
Colorado
$993K -$20.4K -108 -2%
SHFA
941
SC&H Financial Advisors
Maryland
$992K -$13.4K -71 -1%
VA
942
Vident Advisory
Georgia
$985K +$985K +5,209 New
TP
943
Tranquility Partners
Tennessee
$984K +$196K +1,035 +25%
FI
944
FIDELIS iM
Oregon
$983K -$168K -889 -15%
PTC
945
Private Trust Company
Ohio
$978K +$76.8K +406 +9%
CMBA
946
C.M. Bidwell & Associates
Hawaii
$978K +$5.48K +29 +0.6%
SWM
947
Silverlake Wealth Management
Vermont
$978K -$756 -4 -0.1%
SCP
948
Shorepoint Capital Partners
Massachusetts
$975K -$67.5K -357 -6%
VFP
949
Verus Financial Partners
Virginia
$975K -$49.9K -271 -5%
VWM
950
Venturi Wealth Management
Texas
$971K +$47.5K +251 +5%