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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 %
AIC
1701
Allodium Investment Consultants
Minnesota
$332K +$332K +1,382 New
ZIC
1702
ZWJ Investment Counsel
Georgia
$332K -$13K -54 -4%
AIC
1703
Archer Investment Corporation
Indiana
$331K -$3.84K -16 -1%
OWA
1704
Opal Wealth Advisors
New York
$331K +$20.7K +86 +7%
CG
1705
Clifford Group
Massachusetts
$330K
BL
1706
Balentine LLC
Georgia
$328K -$11.1K -46 -3%
FPW
1707
Fairvoy Private Wealth
Alabama
$328K +$328K +1,363 New
CWA
1708
Crux Wealth Advisors
California
$327K +$327K +1,362 New
TWP
1709
Total Wealth Planning
Ohio
$327K +$4.57K +19 +1%
MFA
1710
Millington Financial Advisors
Illinois
$326K +$29.6K +120 +10%
KWM
1711
Keebeck Wealth Management
Illinois
$326K +$326K +1,357 New
SSWM
1712
Sheets Smith Wealth Management
North Carolina
$326K
KL
1713
KWMG LLC
Kansas
$325K -$2.88K -12 -0.9%
DI
1714
Disciplined Investors
Texas
$325K +$325K +1,356 New
ARC
1715
Advisor Resource Council
Texas
$325K -$541K -2,253 -62%
APP
1716
Avantax Planning Partners
Iowa
$325K -$7.45K -31 -2%
CEI
1717
Clark Estates Inc
New York
$324K
KFSN
1718
Keystone Financial Services (Nebraska)
Nebraska
$324K +$324K +1,347 New
AWA
1719
Amplius Wealth Advisors
Pennsylvania
$322K +$87.4K +364 +37%
FCC
1720
Flower City Capital
New York
$322K -$12K -50 -4%
BCMLT
1721
Beacon Capital Management LLC (Tennessee)
Tennessee
$320K -$41.1K -171 -11%
SFM
1722
Signet Financial Management
New Jersey
$320K +$320K +1,331 New
C
1723
Certuity
Florida
$320K -$2.16K -9 -0.7%
WFA
1724
WMG Financial Advisors
Tennessee
$319K +$13.5K +56 +4%
JWCA
1725
J.W. Coons Advisors
Ohio
$319K -$195K -813 -38%