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Vanguard Small-Cap ETF

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
126
Prio Wealth Limited Partnership
Massachusetts
$21.6M +$1.14M +5,309 +6%
AFS
127
Axiom Financial Strategies
Indiana
$21.5M +$8.64M +40,347 +67%
CFFP
128
Center for Financial Planning
Michigan
$21.5M -$506K -2,363 -2%
BOH
129
Bank of Hawaii
Hawaii
$21.4M +$142K +664 +0.7%
CCM
130
Carlson Capital Management
Minnesota
$21.3M -$1.23M -5,747 -5%
BFA
131
Bluestem Financial Advisors
Illinois
$21.2M -$1.05M -4,912 -5%
Northern Trust
132
Northern Trust
Illinois
$21M -$83.7K -391 -0.4%
Comerica Bank
133
Comerica Bank
Texas
$20.6M -$352K -1,580 -2%
PP
134
PrairieView Partners
Minnesota
$20.5M -$1.16M -5,417 -5%
AllianceBernstein
135
AllianceBernstein
Tennessee
$20.4M +$13.3M +62,060 +187%
MWP
136
Moller Wealth Partners
$19.8M -$13.3K -62 -0.1%
OPS
137
Orion Portfolio Solutions
Nebraska
$19.6M +$858K +4,009 +5%
CI
138
CX Institutional
Indiana
$19.6M +$2.91M +13,610 +17%
EHPM
139
Emery Howard Portfolio Management
California
$19.2M +$12.8M +59,663 +199%
EI
140
Ellevest Inc
New York
$19.1M +$1.74M +8,141 +10%
BP
141
BCK Partners
New York
$19.1M -$532K -2,417 -3%
NCM
142
Nelson Capital Management
California
$19.1M -$439K -2,051 -2%
OBWG
143
Onyx Bridge Wealth Group
New York
$19M +$3.74M +17,484 +24%
PPA
144
Parametric Portfolio Associates
Washington
$18.6M +$103K +480 +0.6%
AO
145
Advisor OS
Illinois
$18.6M +$18.6M +86,674 New
WA
146
WBH Advisory
Maryland
$18.2M -$272K -1,271 -1%
RFC
147
Regions Financial Corp
Alabama
$18.1M +$638K +2,978 +4%
CCG
148
Chatham Capital Group
Georgia
$18.1M +$710K +3,316 +4%
BAM
149
Barrett Asset Management
New York
$17.9M -$50.3K -235 -0.3%
MGIA
150
Moneta Group Investment Advisors
Missouri
$17.6M +$7.94M +37,112 +82%