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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 %
HWM
201
HB Wealth Management
Georgia
$13.5M -$61.1K -323 -0.4%
BFA
202
Brown Financial Advisory
Alabama
$13.5M +$70.5K +373 +0.5%
SI
203
Stephens Inc
Arkansas
$13.5M -$884K -4,674 -6%
NIM
204
Northeast Investment Management
Massachusetts
$13.4M +$79.6K +421 +0.6%
PW
205
Peninsula Wealth
California
$13.4M -$9.83K -55 -0.1%
SWP
206
Stratos Wealth Partners
Ohio
$13.2M -$55.8K -295 -0.4%
AF
207
Arrow Financial
New York
$13.1M -$690K -3,647 -5%
SIC
208
Salem Investment Counselors
North Carolina
$13.1M +$64.7K +342 +0.5%
AM
209
AGF Management
Ontario, Canada
$13M -$234K -1,236 -2%
GT
210
Glenview Trust
Kentucky
$13M +$298K +1,577 +2%
SA
211
SAM Advisors
California
$13M -$144K -763 -1%
WT
212
Whittier Trust
California
$12.7M -$74.7K -395 -0.6%
MWC
213
MBM Wealth Consultants
Missouri
$12.6M +$396K +2,151 +3%
FHA
214
Flagship Harbor Advisors
Massachusetts
$12.3M -$80.9K -428 -0.7%
TCM
215
Twele Capital Management
Minnesota
$12.2M +$432K +2,284 +4%
USCWA
216
U.S. Capital Wealth Advisors
Texas
$12M -$1.06M -5,586 -8%
GAM
217
Gemmer Asset Management
California
$12M +$267K +1,414 +2%
AI
218
Atria Investments
North Carolina
$11.9M +$1.34M +7,068 +13%
CWAG
219
Compton Wealth Advisory Group
Virginia
$11.9M +$140K +740 +1%
BA
220
Bristlecone Advisors
Washington
$11.9M +$76K +402 +0.6%
AIM
221
Acropolis Investment Management
Missouri
$11.8M +$63K +333 +0.5%
SRC
222
Sage Rhino Capital
California
$11.8M +$96.8K +512 +0.8%
EPM
223
Elm Partners Management
Pennsylvania
$11.8M -$1.94M -10,281 -14%
WTC
224
WhitTier Trust Company
Nevada
$11.8M +$189 +1 +0%
MA
225
Montag & Associates
Georgia
$11.6M -$2.73M -14,458 -19%