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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.

New
Increased
Maintained
Reduced
Closed
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 %
CPIG
126
Chicago Partners Investment Group
Illinois
$34.3M +$1.36M +5,602 +4%
MLFP
127
MPS Loria Financial Planners
Illinois
$34.1M -$139K -579 -0.4%
AllianceBernstein
128
AllianceBernstein
Tennessee
$33.3M -$1.53M -6,387 -4%
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$33M +$1.94M +8,092 +6%
NW
130
NewEdge Wealth
Pennsylvania
$33M -$741K -3,084 -2%
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$33M -$1.41M -5,873 -4%
SCA
132
Scott Capital Advisors
Oregon
$32.4M -$299K -1,245 -0.9%
BTWM
133
Brass Tax Wealth Management
Ohio
$31.9M +$45.2K +188 +0.1%
AWS
134
Atria Wealth Solutions
New York
$31.8M -$3.52M -14,632 -10%
WF
135
Whelan Financial
California
$31.6M -$385K -1,604 -1%
SAM
136
SP Asset Management
California
$31.5M +$48.5K +202 +0.2%
MA
137
Montag & Associates
Georgia
$30.8M +$6.79M +28,273 +28%
CTB
138
Country Trust Bank
Illinois
$30.5M -$1.32M -5,510 -4%
SA
139
Sanctuary Advisors
Indiana
$30.5M +$249K +987 +0.8%
RFC
140
Regions Financial Corp
Alabama
$30.3M -$2.13M -8,867 -7%
CIAS
141
CBIZ Investment Advisory Services
Ohio
$30.3M +$282K +1,175 +0.9%
Northern Trust
142
Northern Trust
Illinois
$30.2M +$2.23M +9,291 +8%
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$30.2M -$4.6M -19,159 -13%
AWM
144
Avior Wealth Management
Nebraska
$29.8M +$458K +1,907 +2%
ANTB
145
AMG National Trust Bank
Colorado
$29.3M +$737K +3,069 +3%
BlackRock
146
BlackRock
New York
$29.1M -$22.4M -93,264 -43%
RC
147
Randolph Company
Ohio
$29.1M +$120K +498 +0.4%
ACI
148
Alpha Cubed Investments
California
$28.8M +$7.11M +29,606 +33%
CHP
149
Cable Hill Partners
Oregon
$28.7M +$749K +3,119 +3%
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.9M -$2.3M -9,562 -8%