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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 %
TFA
1576
Toth Financial Advisory
Virginia
$35.5K
SFC
1577
SYM Financial Corp
Indiana
$34K -$70.3K -372 -67%
CTA
1578
Colonial Trust Advisors
South Carolina
$33.6K
NFSG
1579
Newbridge Financial Services Group
Florida
$33.2K
GAG
1580
Goodman Advisory Group
Massachusetts
$32.7K
AWA
1581
Alaska Wealth Advisors
Alaska
$31.8K +$3.78K +20 +14%
OCM
1582
Orion Capital Management
California
$29.9K +$29.9K +158 New
USB
1583
Union Savings Bank
Connecticut
$29.9K
PWS
1584
Private Wealth Strategies
Ohio
$29.8K +$29.8K +29,795 New
MAWCM
1585
Mine & Arao Wealth Creation & Management
California
$29.3K
FM
1586
Family Management
New York
$28.4K
GM
1587
GeoWealth Management
Illinois
$28K
CH
1588
Canton Hathaway
Rhode Island
$28K
WAS
1589
Winch Advisory Services
Wisconsin
$28K +$185 +1 +0.7%
SC
1590
Sawyer & Company
Massachusetts
$28K +$28K +147 New
RCM
1591
Rain Capital Management
Oregon
$27.4K -$3.59K -19 -12%
MCM
1592
Magnolia Capital Management
New York
$27K
HDIM
1593
Hanson & Doremus Investment Management
Vermont
$27K
BAM
1594
Byrne Asset Management
New Jersey
$27K +$186 +1 +0.7%
BAM
1595
Bellevue Asset Management
Washington
$26.9K
CBT
1596
Central Bank & Trust
Kentucky
$26.8K -$2.08K -11 -7%
AA
1597
Addison Advisors
Vermont
$25.1K
SR
1598
Syntax Research
Florida
$24.4K +$24.4K +129 New
M
1599
MOTCO
Texas
$23.6K -$3.97K -21 -14%
CP
1600
Castleview Partners
Texas
$22.9K +$22.9K +121 New