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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 %
PA
101
Parallel Advisors
California
$34M -$78.1K -413 -0.2%
TTWM
102
TCV Trust & Wealth Management
Virginia
$33.9M +$18.9K +100 +0.1%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$32.9M +$479K +2,535 +1%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$31.2M +$511K +2,704 +2%
CWM
105
Connecticut Wealth Management
Connecticut
$30.9M +$3.55M +18,767 +13%
EI
106
Ellevest Inc
New York
$30.9M +$458K +2,425 +2%
FCAS
107
First Command Advisory Services
Texas
$30.8M +$30.8M +163,000 New
CFG
108
Citizens Financial Group
Rhode Island
$30.8M -$18.2K -96 -0.1%
MG
109
MilWealth Group
Wisconsin
$30.7M +$705K +3,731 +2%
DIA
110
Davidson Investment Advisors
Montana
$30.2M +$3.3M +17,443 +12%
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$29.6M +$2.06M +10,873 +7%
HIMC
112
Heritage Investors Management Corp
Maryland
$29.3M -$446K -2,358 -1%
AllianceBernstein
113
AllianceBernstein
Tennessee
$29M +$80.2K +424 +0.3%
MWM
114
MBE Wealth Management
Wisconsin
$28.8M +$740K +3,914 +3%
CCA
115
Column Capital Advisors
Indiana
$28.4M -$640K -6,413 -2%
AA
116
Aufman Associates
Pennsylvania
$28M +$50.9K +269 +0.2%
PAS
117
Park Avenue Securities
New York
$27.4M +$4.74M +25,096 +21%
Legacy Financial Group (Iowa)
118
Legacy Financial Group (Iowa)
Iowa
$27.3M +$832K +4,400 +3%
CI
119
CX Institutional
Indiana
$27.2M +$2.46M +13,015 +10%
BBA
120
BLB&B Advisors
Pennsylvania
$27.1M -$131K -695 -0.5%
UCFA
121
United Capital Financial Advisors
Texas
$26.6M -$3.91M -20,706 -13%
SCA
122
Scott Capital Advisors
Oregon
$26.1M +$2.69M +14,381 +11%
CL
123
Choreo LLC
Illinois
$25.8M -$85.8K -454 -0.3%
W
124
Wealthquest
Ohio
$25.3M +$593K +3,137 +2%
Betterment LLC
125
Betterment LLC
New York
$25.2M +$710K +3,756 +3%