VB icon

Vanguard Small-Cap ETF

2,161 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, 899 increasing their positions, 671 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,161
Holders Change
+202
Holders Change %
+10.31%
% of All Funds
28.76%
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
899
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 %
RWA
276
Roberts Wealth Advisors
California
$13.1M +$668K +2,719 +5%
AI
277
Atria Investments
North Carolina
$13.1M -$2.38M -9,908 -15%
RRWA
278
Rainey & Randall Wealth Advisors
Florida
$12.9M +$11.4M +47,426 +763%
SFI
279
SPC Financial Inc
Maryland
$12.9M +$12.2M +50,693 +1,734%
VWA
280
VSM Wealth Advisory
Maryland
$12.8M +$12.8M +53,452 New
PSA
281
Plum Street Advisors
Louisiana
$12.8M +$165K +688 +1%
WT
282
Whittier Trust
California
$12.8M -$1.27M -5,270 -9%
EWM
283
Empirical Wealth Management
Washington
$12.7M -$130K -543 -1%
AA
284
Atmos Advisory
Pennsylvania
$12.7M +$96.1K +400 +0.8%
BFG
285
Bleakley Financial Group
New Jersey
$12.5M +$26.9K +112 +0.2%
AMG
286
Asset Management Group
Connecticut
$12.5M -$62.2K -259 -0.5%
BRWA
287
B. Riley Wealth Advisors
Florida
$12.4M -$1.35M -5,620 -10%
GWM
288
GoalFusion Wealth Management
Texas
$12.4M +$83.6K +348 +0.7%
AF
289
Arrow Financial
New York
$12.3M -$709K -2,950 -5%
HNB
290
Huntington National Bank
Ohio
$12.2M -$11.9M
CNBT
291
Canandaigua National Bank & Trust
New York
$12.2M -$258K -1,075 -2%
TCOTS
292
Trust Company of the South
North Carolina
$12.2M +$2.01M +8,362 +20%
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$12.1M +$735K +3,061 +6%
SLT
294
St Louis Trust
Missouri
$12M -$52.9K -220 -0.4%
KPWS
295
Kestra Private Wealth Services
Texas
$12M +$1.56M +6,513 +15%
DK
296
David Kennon
Florida
$11.9M +$27.4K +114 +0.2%
2L
297
25 LLC
Missouri
$11.9M +$232K +967 +2%
AWM
298
Abound Wealth Management
Tennessee
$11.9M +$111K +460 +0.9%
AWA
299
Arbor Wealth Advisors
Michigan
$11.9M +$713K +2,969 +6%
VBWMG
300
Von Berge Wealth Management Group
California
$11.8M +$115K +458 +1%