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 %
AWA
1051
Aaron Wealth Advisors
Illinois
$697K +$32.5K +172 +5%
UB
1052
UMB Bank
Missouri
$695K -$1.74M -9,221 -71%
BFM
1053
Boston Financial Management
Massachusetts
$694K -$13.2K -70 -2%
AG
1054
Advocate Group
Minnesota
$692K +$163K +861 +31%
FIA
1055
Foundations Investment Advisors
Arizona
$689K -$180K -953 -21%
SWPG
1056
Strategic Wealth Partners Group
Illinois
$689K -$18.5K -98 -3%
AC
1057
Abbrea Capital
California
$685K +$378 +2 +0.1%
BSB
1058
Bangor Savings Bank
Maine
$685K -$3.4K -18 -0.5%
LFS
1059
Lutz Financial Services
Nebraska
$684K -$224K -1,183 -25%
RIA
1060
Realta Investment Advisors
Delaware
$680K +$14.9K +75 +2%
SOAG
1061
Silver Oak Advisory Group
Oregon
$680K +$189 +1 +0%
HKIMG
1062
Hutchens & Kramer Investment Management Group
Indiana
$680K
SEP
1063
Southland Equity Partners
Missouri
$680K -$7K -37 -1%
EFL
1064
ERn Financial LLC
Wisconsin
$675K -$3.03K -16 -0.4%
HIA
1065
Harbor Investment Advisory
Maryland
$674K +$32K +169 +5%
Fisher Asset Management
1066
Fisher Asset Management
Washington
$669K +$255K +1,349 +62%
JCM
1067
J2 Capital Management
Michigan
$665K -$42K -222 -6%
TWM
1068
Trevian Wealth Management
Massachusetts
$663K +$663K +3,507 New
1WM
1069
1900 Wealth Management
Texas
$663K -$11.5K -61 -2%
FCM
1070
Fortis Capital Management
Washington
$662K +$103K +545 +18%
RG
1071
Rathbones Group
United Kingdom
$660K -$4.54K -24 -0.7%
MWM
1072
Maripau Wealth Management
Indiana
$657K +$87.3K +462 +15%
BAM
1073
Belpointe Asset Management
Nevada
$656K +$111K +588 +20%
RSS
1074
Rosenblum Silverman Sutton
California
$655K -$15.1K -80 -2%
SFS
1075
Strategic Financial Services
New York
$653K