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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 %
SWA
751
SOA Wealth Advisors
New York
$2.96M -$26.7K -111 -0.9%
PCM
752
Parsons Capital Management
Rhode Island
$2.96M +$34.4K +143 +1%
MWM
753
Mittelman Wealth Management
Massachusetts
$2.96M -$997K -4,148 -25%
KCM
754
Kennicott Capital Management
California
$2.95M -$344K -1,433 -10%
RFG
755
REAP Financial Group
Texas
$2.95M +$24.3K +101 +0.8%
WFA
756
Wade Financial Advisory
California
$2.94M -$153K -636 -5%
FA
757
Flagstar Advisors
New York
$2.94M +$68K +283 +2%
OWA
758
Octavia Wealth Advisors
Ohio
$2.94M +$32K +133 +1%
QC
759
Quadrature Capital
United Kingdom
$2.93M +$2.93M +12,197 New
GWA
760
Gibson Wealth Advisors
Texas
$2.92M +$79.1K +329 +3%
MHIC
761
Marble Harbor Investment Counsel
Massachusetts
$2.91M +$8.89K +37 +0.3%
R
762
Rebalance
California
$2.9M -$11.3K -47 -0.4%
BJL
763
Brighton Jones LLC
Washington
$2.88M +$769K +3,200 +36%
JPLA
764
Joseph P. Lucia & Associates
New York
$2.86M +$227K +943 +9%
DOA
765
D'Orazio & Associates
Virginia
$2.86M -$344K -1,433 -11%
IRAG
766
Investment Research & Advisory Group
Georgia
$2.85M -$272K -1,133 -9%
Fiera Capital (Canada)
767
Fiera Capital (Canada)
Quebec, Canada
$2.84M
CFS
768
Coordinated Financial Services
Colorado
$2.84M +$2.84M +11,801 New
TIM
769
Tortoise Investment Management
New York
$2.83M +$11.1K +46 +0.4%
KFA
770
Kelleher Financial Advisors
New York
$2.83M +$299K +1,246 +12%
AHC
771
Anderson Hoagland & Co
Missouri
$2.82M -$660K -2,656 -19%
BC
772
Barrett & Company
Rhode Island
$2.8M -$44K -183 -2%
SMC
773
Smith, Moore & Co
Missouri
$2.8M -$124K -518 -4%
NEPWA
774
New England Private Wealth Advisors
Massachusetts
$2.8M +$590K +2,455 +27%
NEWAS
775
N.E.W. Advisory Services
Wisconsin
$2.79M +$103K +429 +4%