VB icon

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 %
LFA
1501
Level Financial Advisors
New York
$138K +$1.32K +7 +1%
CSC
1502
Caldwell Sutter Capital
California
$138K +$13K +69 +10%
HGERS
1503
Householder Group Estate & Retirement Specialist
Arizona
$136K +$136K +719 New
SCA
1504
Stonebridge Capital Advisors
Minnesota
$132K +$25.9K +137 +24%
EWM
1505
EPG Wealth Management
Georgia
$131K +$4.16K +22 +3%
MFA
1506
Morling Financial Advisors
California
$129K
PFA
1507
Pathway Financial Advisers
Indiana
$122K +$122K +645 New
MIM
1508
Macroview Investment Management
Maryland
$121K +$120K +636 +15,900%
MA
1509
MCF Advisors
Kentucky
$121K -$189 -1 -0.2%
CMP
1510
Coston McIsaac & Partners
Maine
$118K -$8.89K -47 -7%
NRG
1511
Nemes Rush Group
Michigan
$114K +$2.08K +11 +2%
FCMT
1512
Founders Capital Management (Texas)
Texas
$113K
JFGIW
1513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K +$14.6K +77 +15%
PCFFS
1514
Pacific Center for Financial Services
California
$106K
FFA
1515
Farther Finance Advisors
California
$104K +$8.51K +45 +9%
EW
1516
Element Wealth
Mississippi
$102K
WT
1517
Washington Trust
Rhode Island
$101K
TAM
1518
Townsend Asset Management
North Carolina
$99.5K +$7.38K +39 +8%
BL
1519
Balentine LLC
Georgia
$96.4K
GTAM
1520
Global Trust Asset Management
Florida
$95.6K
AC
1521
AlphaCore Capital
California
$95.4K +$93.5K +495 +4,950%
AWM
1522
Atticus Wealth Management
Florida
$95.2K +$378 +2 +0.4%
WCAMG
1523
Woodard & Company Asset Management Group
North Carolina
$94.5K
CB
1524
Centennial Bank
Arkansas
$93K -$9.45K -50 -9%
PWMG
1525
Provence Wealth Management Group
California
$92.9K +$92.9K +491 New