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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 %
TWM
1001
Topsail Wealth Management
North Carolina
$1.53M +$1.53M +6,386 New
OFG
1002
Opulen Financial Group
Virginia
$1.53M +$1.53M +6,351 New
CSWM
1003
Cassady Schiller Wealth Management
Ohio
$1.53M -$83.9K -349 -5%
AFG
1004
Allegheny Financial Group
Pennsylvania
$1.52M +$225K +938 +17%
WFA
1005
Wellspring Financial Advisors
Ohio
$1.52M +$240 +1 +0%
CWC
1006
Carolinas Wealth Consulting
North Carolina
$1.51M +$4.08K +17 +0.3%
OFP
1007
OFC Financial Planning
New Jersey
$1.51M +$1.51M +6,293 New
SWM
1008
Sanctuary Wealth Management
Idaho
$1.51M +$664K +2,764 +78%
CCFM
1009
Clear Creek Financial Management
Washington
$1.51M +$4.33K +18 +0.3%
UWM
1010
USAdvisors Wealth Management
Minnesota
$1.51M -$42.8K -178 -3%
EFA
1011
Edge Financial Advisors
Illinois
$1.5M -$2.16K -9 -0.1%
BIA
1012
Bell Investment Advisors
California
$1.49M +$55.7K +232 +4%
CIBC World Market
1013
CIBC World Market
Ontario, Canada
$1.49M +$134K +558 +10%
RWM
1014
Refined Wealth Management
Utah
$1.49M -$5.77K -24 -0.4%
SSWG
1015
Seven Springs Wealth Group
Tennessee
$1.48M
WCA
1016
Westover Capital Advisors
Delaware
$1.47M -$1.49M -6,213 -50%
Simplex Trading
1017
Simplex Trading
Illinois
$1.47M +$1.47M +6,122 New
CJ
1018
Caitlin John
Michigan
$1.46M -$78.3K -326 -5%
FC
1019
Forte Capital
New York
$1.46M -$257K -1,071 -15%
CIG
1020
CHB Investment Group
Pennsylvania
$1.45M -$120K -499 -8%
GPW
1021
Gray Private Wealth
Massachusetts
$1.45M +$721 +3 +0%
GSIS
1022
Global Strategic Investment Solutions
Arizona
$1.45M -$38.4K -160 -3%
KCM
1023
Kendall Capital Management
Maryland
$1.45M
FAB
1024
First American Bank
Illinois
$1.44M +$81.9K +341 +6%
STB
1025
S&T Bank
Pennsylvania
$1.44M