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Vanguard Small-Cap ETF

1,635 hedge funds and large institutions have $24.5B invested in Vanguard Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 683 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,635
Holders Change
-19
Holders Change %
-1.15%
% of All Funds
26.17%
Holding in Top 10
178
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.85%
New
98
Increased
683
Reduced
617
Closed
75
Calls
$17.6M
Puts
$4.29M
Net Calls
+$13.3M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1476
Level Financial Advisors
New York
$137K -$8.72K -46 -6%
HGERS
1477
Householder Group Estate & Retirement Specialist
Arizona
$137K +$137K +724 New
CIA
1478
Cape Investment Advisory
Georgia
$134K +$134K +705 New
JWA
1479
JFS Wealth Advisors
Pennsylvania
$131K
PFA
1480
Pathway Financial Advisers
Indiana
$130K -$68.3K -360 -34%
MFA
1481
Morling Financial Advisors
California
$129K
EWM
1482
EPG Wealth Management
Georgia
$127K -$18.8K -99 -13%
CMP
1483
Coston McIsaac & Partners
Maine
$127K -$6.25K -33 -5%
JFGIW
1484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K +$65.4K +345 +108%
EWM
1485
Endurance Wealth Management
Rhode Island
$126K
4FG
1486
4Thought Financial Group
New York
$122K -$1.33K -7 -1%
MA
1487
MCF Advisors
Kentucky
$119K +$189 +1 +0.2%
AC
1488
Asio Capital
Kentucky
$114K
DWMG
1489
DB Wealth Management Group
California
$112K -$20.9K -110 -16%
FCMT
1490
Founders Capital Management (Texas)
Texas
$112K -$5.11K -27 -4%
PMFA
1491
Plante Moran Financial Advisors
Michigan
$110K -$78.3K -413 -42%
PCFFS
1492
Pacific Center for Financial Services
California
$106K +$106K +558 New
CB
1493
Centennial Bank
Arkansas
$105K
EW
1494
Element Wealth
Mississippi
$102K -$15.7K -83 -13%
HPC
1495
HM Payson & Co
Maine
$102K
GTAM
1496
Global Trust Asset Management
Florida
$102K -$5.69K -30 -5%
WT
1497
Washington Trust
Rhode Island
$101K
TWC
1498
TD Waterhouse Canada
Ontario, Canada
$101K -$16.5K -87 -14%
VDBMI
1499
Van Den Berg Management I
Texas
$96.8K -$1.33K -7 -1%
BL
1500
Balentine LLC
Georgia
$96.7K +$16.1K +85 +20%