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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 %
LIM
151
Leavell Investment Management
Alabama
$27.8M +$124K +517 +0.4%
BFA
152
Bluestem Financial Advisors
Illinois
$27.3M -$7.21K -30 -0%
MWM
153
MBE Wealth Management
Wisconsin
$27.3M -$816K -3,394 -3%
UCFA
154
United Capital Financial Advisors
Texas
$27.2M -$71.1K -296 -0.3%
DIP
155
DT Investment Partners
Pennsylvania
$26.6M -$548K -2,280 -2%
WFM
156
Wolff Financial Management
Michigan
$26.5M +$27.2K +113 +0.1%
BOH
157
Bank of Hawaii
Hawaii
$26.5M -$2.14M -8,914 -7%
JFGLC
158
Johnson Financial Group LLC (Colorado)
Colorado
$26M -$1.1M -4,564 -4%
AFA
159
AA Financial Advisors
Ohio
$25.8M +$2.41M +10,031 +10%
MWP
160
Moller Wealth Partners
$25.7M -$1.59M -6,610 -6%
BBA
161
BLB&B Advisors
Pennsylvania
$25.6M -$1.45M -6,047 -5%
CA
162
Crewe Advisors
Utah
$25.6M
CJH
163
Christopher J. Hasenberg
Wisconsin
$25.5M +$25.5M +106,033 New
Brown Advisory
164
Brown Advisory
Maryland
$25.4M +$625K +2,602 +3%
IWC
165
Integrated Wealth Concepts
Massachusetts
$25.4M -$4.29M -17,847 -14%
EPM
166
Elm Partners Management
Pennsylvania
$25.3M -$3.79M -15,763 -13%
AAP
167
Arax Advisory Partners
Colorado
$25.3M +$934K +3,889 +4%
MWM
168
Modera Wealth Management
New Jersey
$25.2M +$6.83M +28,408 +37%
CW
169
CreativeOne Wealth
Kansas
$24.7M +$588K +2,448 +2%
NIM
170
Northeast Investment Management
Massachusetts
$24.7M +$3.5M +14,576 +17%
WIC
171
Woodmont Investment Counsel
Tennessee
$24.2M -$64.4K -268 -0.3%
GWA
172
Gratus Wealth Advisors
Virginia
$23.9M +$170K +706 +0.7%
AWMS
173
Advocacy Wealth Management Services
Georgia
$23.8M +$23.8M +99,113 New
SI
174
Stephens Inc
Arkansas
$23.7M +$829K +3,450 +4%
AFG
175
Atomi Financial Group
New York
$23.6M +$2.77M +11,512 +13%