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Vanguard Small-Cap ETF

2,159 hedge funds and large institutions have $54.7B invested in Vanguard Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 898 increasing their positions, 671 reducing their positions, and 72 closing their positions.

Holders
2,159
Holders Change
+201
Holders Change %
+10.27%
% 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
308
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 %
EI
101
Ellevest Inc
New York
$43.7M -$406K -1,690 -0.9%
JIC
102
Joel Isaacson & Co
New York
$43.6M +$5.9M +24,549 +16%
CI
103
CX Institutional
Indiana
$43.2M +$12.7M +53,037 +42%
NA
104
NewEdge Advisors
Louisiana
$42.4M +$3.01M +12,524 +8%
CTC
105
Central Trust Company
Missouri
$41.9M -$435K -1,810 -1%
TTWM
106
TCV Trust & Wealth Management
Virginia
$41.9M -$225K -937 -0.5%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$41.7M +$3.12K +13 +0%
CL
108
Choreo LLC
Illinois
$41.5M +$4.1M +26,056 +11%
SW
109
SoFi Wealth
California
$41.4M +$1.87M +7,771 +5%
GC
110
Garde Capital
Washington
$41.3M -$893K -3,717 -2%
PA
111
Parallel Advisors
California
$40.3M +$86.7K +361 +0.2%
MG
112
MilWealth Group
Wisconsin
$39.7M -$568K -2,364 -1%
DIA
113
Davidson Investment Advisors
Montana
$39.3M +$40.8K +170 +0.1%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$38.5M +$8.72M +36,273 +29%
MCIA
115
Mountain Capital Investment Advisors
Colorado
$38.2M +$14M +56,365 +58%
AFAS
116
Acorn Financial Advisory Services
Virginia
$36.8M +$84.3K +351 +0.2%
IFPL
117
Investments & Financial Planning LLC
Kentucky
$36.5M -$241K -1,005 -0.7%
CFFP
118
Center for Financial Planning
Michigan
$36.5M +$827K +3,442 +2%
HIMC
119
Heritage Investors Management Corp
Maryland
$35.8M -$341K -1,419 -0.9%
BI
120
Ballast Inc
Kentucky
$35.7M +$2.08M +8,660 +6%
AA
121
Aufman Associates
Pennsylvania
$35.3M -$275K -1,143 -0.8%
Betterment LLC
122
Betterment LLC
New York
$34.9M -$944K -3,928 -3%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$34.7M +$1.46M +6,056 +4%
W
124
Wealthquest
Ohio
$34.7M +$346K +1,439 +1%
CCG
125
Chatham Capital Group
Georgia
$34.5M +$630K +2,622 +2%