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Vanguard Small-Cap ETF

1,958 hedge funds and large institutions have $35.3B invested in Vanguard Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 874 increasing their positions, 640 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.32%
Holding in Top 10
191
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.69%
% of All Funds
2.76%
New
153
Increased
874
Reduced
640
Closed
70
Calls
$24M
Puts
$25.4M
Net Calls
-$1.34M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
176
Stephens Inc
Arkansas
$22.6M +$2.03M +8,548 +10%
SC
177
Savant Capital
Illinois
$22.4M +$15.8M +66,715 +241%
DADC
178
D.A. Davidson & Co
Montana
$22.4M -$16.6K -70 -0.1%
WA
179
WBH Advisory
Maryland
$22.2M -$55.3K -233 -0.2%
3IP
180
3Chopt Investment Partners
Virginia
$21.7M -$1.17M -4,929 -5%
ACI
181
Alpha Cubed Investments
California
$21.4M +$19.6M +82,786 +1,095%
PFA
182
Pure Financial Advisors
California
$21.3M +$228K +961 +1%
NIM
183
Northeast Investment Management
Massachusetts
$20.9M +$1.11M +4,698 +6%
BCM
184
Brookstone Capital Management
Illinois
$20.8M +$1.95M +8,218 +10%
AWM
185
Axxcess Wealth Management
California
$20.6M +$2.23M +9,413 +12%
BCI
186
Brinker Capital Investments
Pennsylvania
$20.6M -$558K -2,353 -3%
OPS
187
Orion Portfolio Solutions
Nebraska
$20.6M -$558K -2,353 -3%
AFG
188
Atomi Financial Group
New York
$20.5M +$4.22M +17,796 +26%
FA
189
Fiducient Advisors
Illinois
$20.4M -$602K -2,530 -3%
NCM
190
Nelson Capital Management
California
$20.1M +$500K +2,108 +3%
KBFS
191
Kohmann Bosshard Financial Services
Ohio
$20M -$202K -853 -1%
MFGP
192
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.8M +$277K +1,167 +1%
CAAS
193
Capital Asset Advisory Services
Michigan
$19.8M +$1.81M +7,693 +10%
FSWA
194
Financial Synergies Wealth Advisors
Texas
$19.7M -$61.2K -258 -0.3%
REMPR
195
Roof Eidam Maycock Peralta (REMP)
California
$19.7M -$171K -719 -0.9%
MWM
196
Marietta Wealth Management
Georgia
$19.6M +$761K +3,208 +4%
CAM
197
Clark Asset Management
New Hampshire
$19.5M +$4.32M +18,232 +29%
HWMG
198
Hurlow Wealth Management Group
Indiana
$19.3M +$363K +1,530 +2%
BFA
199
Brown Financial Advisory
Alabama
$19.1M +$547K +2,304 +3%
BAM
200
Berkshire Asset Management
Pennsylvania
$18.9M