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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 %
FWM
1326
Focused Wealth Management
New York
$303K -$172K -908 -36%
PSP
1327
Pacific Sage Partners
Washington
$302K
WA
1328
WealthTrust Axiom
Pennsylvania
$301K
HSA
1329
HBK Sorce Advisory
Pennsylvania
$301K -$184K -971 -38%
VT
1330
Vise Technologies
New York
$300K -$7.56K -40 -2%
PWAG
1331
Polaris Wealth Advisory Group
California
$298K -$59.9K -317 -17%
KFS
1332
Kelly Financial Services
Massachusetts
$298K -$76K -402 -20%
DACG
1333
Donor Advised Charitable Giving
California
$297K
EWM
1334
Elmwood Wealth Management
California
$297K
DLCIG
1335
D.L. Carlson Investment Group
New Hampshire
$295K
GEA
1336
Glen Eagle Advisors
New Jersey
$294K +$44K +233 +18%
JWCA
1337
J.W. Coons Advisors
Ohio
$293K +$18.9K +100 +7%
ECM
1338
EagleClaw Capital Management
Massachusetts
$293K
MPCL
1339
My Personal CFO LLC
Washington
$289K +$567 +3 +0.2%
LSA
1340
Lion Street Advisors
Texas
$289K -$61.1K -323 -17%
RCG
1341
Resource Consulting Group
Florida
$288K
NRW
1342
Nova R Wealth
Kansas
$287K +$48.8K +258 +20%
C
1343
Certuity
Florida
$286K +$756 +4 +0.3%
DDC
1344
DF Dent & Co
Maryland
$285K
SFP
1345
Shepherd Financial Partners
Massachusetts
$284K +$284K +1,504 New
BWP
1346
Balboa Wealth Partners
Arizona
$284K +$7.56K +40 +3%
PCH
1347
PGIM Custom Harvest
New Jersey
$283K -$19.9K -105 -7%
BHWM
1348
Bar Harbor Wealth Management
New Hampshire
$282K
SKK
1349
Shepherd Kaplan Krochuk
Massachusetts
$282K +$378 +2 +0.1%
HIG
1350
Heritage Investment Group
Florida
$281K