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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 %
WIC
201
Whitegate Investment Counselors
New Hampshire
$19.6M -$8.27M -34,422 -30%
HWMG
202
Hurlow Wealth Management Group
Indiana
$19.4M -$125K -521 -0.6%
AM
203
AGF Management
Ontario, Canada
$19.3M +$1.45M +6,055 +8%
CWP
204
Cyndeo Wealth Partners
Florida
$19M +$2.2M +9,172 +13%
IAA
205
Independent Advisor Alliance
North Carolina
$18.7M +$18.7M +77,804 New
DJSG
206
D.J. St. Germain
Massachusetts
$18.7M -$142K -590 -0.8%
BFS
207
Bradley Foster & Sargent
Connecticut
$18.6M +$518K +2,156 +3%
BAM
208
Berkshire Asset Management
Pennsylvania
$18.5M -$3.29M -13,056 -15%
MWC
209
MBM Wealth Consultants
Missouri
$18.5M +$276K +1,148 +2%
FA
210
Fiducient Advisors
Illinois
$18.3M -$2.31M -9,608 -11%
BP
211
BCK Partners
New York
$18.1M -$6.22M -25,872 -26%
AA
212
ALPS Advisors
Colorado
$18M +$18M +75,055 New
CB
213
Cadence Bank
Mississippi
$18M +$1.26M +5,230 +8%
ABC
214
Associated Banc-Corp
Wisconsin
$17.9M +$1.73M +7,215 +11%
AWM
215
Apollon Wealth Management
South Carolina
$17.8M +$15.1M +62,958 +574%
OHWA
216
Oak Hill Wealth Advisors
Virginia
$17.7M +$17.7M +73,867 New
WCWM
217
Wooster Corthell Wealth Management
Connecticut
$17.7M -$33.4K -139 -0.2%
WPC
218
Wedmont Private Capital
Pennsylvania
$17.7M +$3.1M +13,000 +21%
KHC
219
Koesten Hirschmann & Crabtree
Kansas
$17.5M +$2.21M +9,197 +14%
SPIA
220
Steward Partners Investment Advisory
New York
$17.4M +$1.26M +5,259 +8%
SIC
221
Salem Investment Counselors
North Carolina
$17.4M +$120K +501 +0.7%
DC
222
DeDora Capital
California
$17.3M +$156K +648 +0.9%
DWP
223
Daymark Wealth Partners
Ohio
$17.3M +$493K +2,052 +3%
CCM
224
Coldstream Capital Management
Washington
$17.2M -$685K -2,849 -4%
CA
225
Crane Advisory
California
$17.2M +$452K +1,855 +3%