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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 %
APWM
1926
Anchor Pointe Wealth Management
Missouri
$212K +$212K +883 New
PHS
1927
Pekin Hardy Strauss
Illinois
$212K -$12K -50 -5%
RCM
1928
Raleigh Capital Management
North Carolina
$212K -$19K -79 -8%
TA
1929
TKG Advisors
Indiana
$212K +$212K +840 New
EA
1930
Evergreen Advisors
Tennessee
$211K +$1.44K +6 +0.7%
WG
1931
Welch Group
Alabama
$210K +$4.08K +17 +2%
SGWM
1932
Sterling Group Wealth Management
California
$210K
CTA
1933
Camelot Technology Advisors
California
$209K
FWA
1934
FSM Wealth Advisors
Ohio
$209K +$209K +843 New
CRI
1935
Colonial River Investments
Virginia
$208K -$6.49K -27 -3%
PMG
1936
Private Management Group
California
$207K
PAM
1937
PCG Asset Management
New Jersey
$207K +$207K +861 New
ZIM
1938
Zacks Investment Management
Illinois
$206K +$206K +859 New
FLA
1939
Financial Life Advisors
Texas
$206K -$26.7K -111 -11%
HCA
1940
Harbour Capital Advisors
Virginia
$206K
CFS
1941
CGC Financial Services
Oregon
$206K -$93.7K -390 -31%
BWMG
1942
Barnes Wealth Management Group
California
$205K +$205K +855 New
CPW
1943
Cove Private Wealth
New York
$205K +$205K +854 New
GF
1944
Goodman Financial
Texas
$205K +$961 +4 +0.5%
LFA
1945
Legacy Financial Advisors
Kentucky
$205K -$93.7K -390 -31%
CWM
1946
Certus Wealth Management
California
$205K +$205K +824 New
SPC
1947
Spirepoint Private Client
Florida
$204K
EBT
1948
Enterprise Bank & Trust
Massachusetts
$204K
MWM
1949
Melfa Wealth Management
Massachusetts
$204K
BEC
1950
Blue Edge Capital
Virginia
$204K