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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 %
LWM
1176
Luminvest Wealth Management
Arizona
$982K +$721 +3 +0.1%
DSA
1177
Droms Strauss Advisors
Missouri
$980K -$4.09K -17 -0.4%
WIA
1178
Wealthedge Investment Advisors
New York
$979K +$979K +4,074 New
WTFG
1179
Wells Trecaso Financial Group
Ohio
$977K +$1.2K +5 +0.1%
TF
1180
TME Financial
California
$974K +$974K +4,106 New
LDB
1181
Lee, Danner & Bass
Tennessee
$968K +$240 +1 +0%
MAM
1182
McLean Asset Management
Virginia
$968K -$1.13M -4,699 -54%
CWM
1183
Cahill Wealth Management
Michigan
$967K -$1.68K -7 -0.2%
BOJHT
1184
Bank of Jackson Hole Trust
Wyoming
$967K +$967K +4,024 New
NFC
1185
Northeast Financial Consultants
Connecticut
$966K +$275K +1,146 +40%
WCM
1186
Washburn Capital Management
Florida
$963K +$488K +2,030 +103%
VFIC
1187
Valley Forge Investment Consultants
Pennsylvania
$961K +$7.45K +31 +0.8%
RWA
1188
River Wealth Advisors
Pennsylvania
$959K -$2.16K -9 -0.2%
JWBC
1189
John W. Brooker & Co
California
$954K -$29.1K -121 -3%
LKBC
1190
L.K. Benson & Company
Maryland
$951K +$951K +3,958 New
CCA
1191
Conservest Capital Advisors
Pennsylvania
$950K +$5.53K +23 +0.6%
AMM
1192
American Money Management
California
$950K -$74.2K -309 -7%
SWM
1193
SFG Wealth Management
Maryland
$950K -$14.7K -61 -2%
TCM
1194
Traynor Capital Management
Pennsylvania
$947K -$41.1K -171 -4%
LFA
1195
Level Financial Advisors
New York
$947K +$289K +1,204 +44%
BFM
1196
Boston Financial Management
Massachusetts
$946K
XF
1197
XML Financial
Maryland
$944K +$131K +547 +16%
FL
1198
FreeGulliver LLC
Louisiana
$941K +$8.41K +35 +0.9%
BRIA
1199
Balanced Rock Investment Advisors
Massachusetts
$941K -$37.7K -157 -4%
CCM
1200
Carlson Capital Management
Minnesota
$938K +$44.4K +185 +5%