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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 %
CA
151
Clearstead Advisors
Ohio
$17.4M +$605K +2,827 +4%
SWP
152
Stratos Wealth Partners
Ohio
$17.4M +$254K +1,185 +1%
JIC
153
Joel Isaacson & Co
New York
$17.3M +$2.68M +12,524 +18%
DIP
154
DT Investment Partners
Pennsylvania
$16.9M -$1.41M -6,589 -8%
LIM
155
Leavell Investment Management
Alabama
$16.9M +$278K +1,299 +2%
CW
156
Cabot-Wellington
Massachusetts
$16.9M -$146K -682 -0.9%
WT
157
Whittier Trust
California
$16.8M +$159K +743 +1%
SFI
158
SPC Financial Inc
Maryland
$16.7M +$366K +1,711 +2%
BAM
159
Berkshire Asset Management
Pennsylvania
$16.6M -$195K -909 -1%
UFA
160
US Financial Advisors
Massachusetts
$16.6M -$815K -3,808 -5%
EPM
161
Elm Partners Management
Pennsylvania
$16.4M +$1.55M +7,224 +10%
FMWA
162
Forvis Mazars Wealth Advisors
Missouri
$16.3M +$1.2M +5,611 +8%
REMPR
163
Roof Eidam Maycock Peralta (REMP)
California
$16M -$283K -1,323 -2%
MCM
164
Maryland Capital Management
Maryland
$16M +$270K +1,262 +2%
SMA
165
Sage Mountain Advisors
Georgia
$15.8M +$2.23M +10,405 +16%
FSA
166
Financial Services Advisory
Maryland
$15.5M -$4.21M -19,689 -21%
BI
167
Ballast Inc
Kentucky
$15.5M -$1.19M -5,544 -7%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$15.4M -$468K -2,186 -3%
KCM
169
Kathmere Capital Management
Pennsylvania
$15.3M -$1.77M -8,288 -10%
FA
170
Fiducient Advisors
Illinois
$15.2M -$7.44M -34,762 -33%
PSUF
171
People's United Financial
Connecticut
$14.6M +$1.86M +8,668 +15%
BFPW
172
BOK Financial Private Wealth
Colorado
$14.5M -$2.88M -13,452 -17%
PPFA
173
Provida Pension Fund Administrator
Chile
$14.2M -$7.72M -36,310 -35%
CAI
174
Capital Advisors Inc
Oklahoma
$14.2M -$450K -2,103 -3%
WCWM
175
Wooster Corthell Wealth Management
Connecticut
$14M -$242K -1,131 -2%