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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 %
WJA
1251
Willis Johnson & Associates
Texas
$387K +$45.4K +240 +13%
TDC
1252
Thompson Davis & Co
Virginia
$386K -$71.8K -380 -16%
SSWM
1253
Smith Salley Wealth Management
North Carolina
$386K -$11.9K -63 -3%
BST
1254
Bath Savings Trust
Maine
$382K +$122K +644 +47%
IA
1255
Insight Advisors
Pennsylvania
$381K +$5.48K +29 +1%
SAM
1256
Silvercrest Asset Management
New York
$380K -$2.84K -15 -0.7%
TNA
1257
True North Advisors
Texas
$379K
ARG
1258
Advisory Resource Group
Oklahoma
$378K +$186K +984 +97%
NPF
1259
Norris Perne & French
Michigan
$376K
LFA
1260
LifeGuide Financial Advisors
Pennsylvania
$374K
GLA
1261
Good Life Advisors
Pennsylvania
$373K +$16.3K +86 +5%
TPA
1262
Trivium Point Advisory
Connecticut
$373K -$16.9K -92 -4%
LWM
1263
LJI Wealth Management
Indiana
$373K
AWC
1264
Adamsbrown Wealth Consultants
Kansas
$373K
ACM
1265
Advisors Capital Management
New Jersey
$371K +$153K +808 +70%
MIC
1266
Means Investment Company
Maine
$370K +$28.6K +151 +8%
FCIM
1267
Fairview Capital Investment Management
California
$365K +$14.2K +75 +4%
UL
1268
Unionview LLC
Washington
$364K +$1.14K +6 +0.3%
MTIC
1269
Missouri Trust & Investment Company
Missouri
$364K -$945 -5 -0.3%
JWBC
1270
John W. Brooker & Co
California
$363K
CWM
1271
Chemistry Wealth Management
New York
$360K +$189 +1 +0.1%
CWM
1272
Capital Wealth Management
Rhode Island
$360K -$18.9K -100 -5%
LAM
1273
LifePro Asset Management
California
$360K +$360K +1,904 New
FCB
1274
First County Bank
Connecticut
$360K +$23.6K +125 +7%
RPSA
1275
Richard P. Slaughter Associates
Texas
$358K -$7.94K -42 -2%