VB icon

Vanguard Small-Cap ETF

1,607 hedge funds and large institutions have $29.6B invested in Vanguard Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 688 increasing their positions, 411 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+210
Holders Change %
+15.03%
% of All Funds
24.82%
Holding in Top 10
182
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.97%
% of All Funds
2.81%
New
293
Increased
688
Reduced
411
Closed
60
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
176
Cabot-Wellington
Massachusetts
$15.9M -$523K -2,316 -3%
EPM
177
Elm Partners Management
Pennsylvania
$15.8M -$1.69M -7,498 -10%
EWM
178
Empirical Wealth Management
Washington
$15.8M +$2.03M +8,980 +15%
PA
179
Parallel Advisors
California
$15.7M +$296K +1,310 +2%
FA
180
Fiducient Advisors
Illinois
$15.6M -$181K -801 -1%
SMA
181
Sage Mountain Advisors
Georgia
$15.5M -$181K -799 -1%
WCWM
182
Wooster Corthell Wealth Management
Connecticut
$15.4M +$377K +1,670 +3%
CAI
183
Capital Advisors Inc
Oklahoma
$15.3M +$255K +1,130 +2%
WFA
184
Wells Financial Advisors
Massachusetts
$15M +$4.71M +20,828 +46%
PPFA
185
Provida Pension Fund Administrator
Chile
$15M +$7.48M +33,359 +100%
AWM
186
Altium Wealth Management
New York
$14.9M +$230K +1,016 +2%
BFPW
187
BOK Financial Private Wealth
Colorado
$14.7M +$396K +1,753 +3%
CW
188
CreativeOne Wealth
Kansas
$14.7M +$14.7M +64,850 New
CB
189
Cadence Bank
Mississippi
$14.6M +$1.09M +4,828 +8%
DADC
190
D.A. Davidson & Co
Montana
$14.5M +$3.74M +16,526 +35%
BCM
191
Brookstone Capital Management
Illinois
$14.4M +$1.56M +7,055 +12%
BA
192
Bristlecone Advisors
Washington
$14.4M -$48.8K -216 -0.3%
CPIG
193
Chicago Partners Investment Group
Illinois
$14.1M +$1.22M +5,856 +9%
MFGP
194
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14M +$229K +1,013 +2%
CWAG
195
Compton Wealth Advisory Group
Virginia
$13.9M +$807K +3,569 +6%
SA
196
SAM Advisors
California
$13.8M -$509K -2,334 -4%
BPA
197
Beacon Pointe Advisors
California
$13.7M -$216K -955 -2%
HNB
198
Huntington National Bank
Ohio
$13.7M -$13.2M -47,319 Closed
PAS
199
Park Avenue Securities
New York
$13.4M +$5.32M +23,527 +65%
AA
200
Ancora Advisors
Ohio
$13.4M -$390K -1,725 -3%