VB icon

Vanguard Small-Cap ETF

2,160 hedge funds and large institutions have $54.7B invested in Vanguard Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 898 increasing their positions, 671 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,160
Holders Change
+202
Holders Change %
+10.32%
% of All Funds
28.75%
Holding in Top 10
220
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+15.18%
% of All Funds
2.93%
New
309
Increased
898
Reduced
671
Closed
72
Calls
$17.8M
Puts
$12.2M
Net Calls
+$5.62M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
226
Gemmer Asset Management
California
$17.1M -$378K -1,575 -2%
HIF
227
Hill Island Financial
Michigan
$17M -$15.6M -64,786 -48%
CWAG
228
Compton Wealth Advisory Group
Virginia
$17M -$43.7K -182 -0.3%
SF
229
Summit Financial
New Jersey
$16.9M +$429K +1,787 +3%
SA
230
SAM Advisors
California
$16.7M +$72.1K +300 +0.4%
SG
231
StoneX Group
New York
$16.5M +$16.5M +68,547 New
GT
232
Glenview Trust
Kentucky
$16.4M -$128K -532 -0.8%
GVAG
233
Great Valley Advisor Group
Delaware
$16.2M -$439K -1,826 -3%
SIA
234
Strategic Investment Advisors
Michigan
$16.2M +$592K +2,465 +4%
PCMC
235
Private Capital Management (Colorado)
Colorado
$16.1M -$804K -3,347 -5%
AAS
236
Annex Advisory Services
Wisconsin
$16.1M -$539K -2,243 -3%
GRA
237
Golden Road Advisors
Florida
$16.1M +$781K +3,251 +5%
MPW
238
Monterey Private Wealth
California
$16M +$900K +3,744 +6%
FPAS
239
Focus Partners Advisor Solutions
Missouri
$15.9M -$539K -2,244 -3%
BPA
240
Beacon Pointe Advisors
California
$15.9M -$999K -4,156 -6%
AAS
241
Ameritas Advisory Services
Nebraska
$15.8M -$692K -2,879 -4%
FSC
242
Full Sail Capital
Oklahoma
$15.7M -$228K -948 -1%
HWM
243
HB Wealth Management
Georgia
$15.6M -$631K -2,625 -4%
TA
244
Tectonic Advisors
Texas
$15.6M +$505K +2,100 +3%
BA
245
Bristlecone Advisors
Washington
$15.5M -$14.9K -62 -0.1%
TCM
246
Twele Capital Management
Minnesota
$15.5M -$54.5K -227 -0.4%
WTC
247
WhitTier Trust Company
Nevada
$15.2M
SGI
248
Summit Global Investments
Utah
$15.2M +$5.85M +24,327 +63%
SRC
249
Sage Rhino Capital
California
$15M -$490K -2,039 -3%
Lido Advisors
250
Lido Advisors
California
$14.8M +$548K +2,281 +4%