VLGEA Village Super Market

XNAS
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

VLGEA — —
Key stats
About
Industry (SIC)
RETAIL-GROCERY STORES (5411) · industry map
Exchange
XNAS
Market Cap
$0.6B
Employees
7,000
List Date
1973-01-02
CIK
0000103595
Next Earnings
2026-12-01
Headquarters
Springfield, NJ
Homepage
https://www.myvillagesupermarket.com

Village Super Market Inc operates a chain of ShopRite supermarkets, a few of which are in northern New Jersey, southern New Jersey, Maryland, and in northeastern Pennsylvania. The company is a member of Wakefern Food Corporation (Wakefern), a retailer-owned food cooperative and owner of the ShopRite name. It consists of one operating segment, the retail sale of food and nonfood products.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-4.62%-2.97%-1.11%-4.11%8.60%2.80%-0.24%
Feb8.57%1.33%-4.53%7.38%-7.62%5.36%1.75%
Mar0.55%10.31%2.05%9.12%22.89%8.01%8.82%
Apr1.41%-6.04%-4.83%-1.20%-3.13%0.65%-2.19%
May-2.82%2.46%-4.35%7.34%5.12%5.57%2.22%
Jun-4.04%-3.06%11.75%-12.72%-0.36%-9.52%-2.99%
Jul-5.25%-1.40%2.15%20.73%-12.09%3.27%1.24%
Aug-0.71%-2.74%-6.04%2.58%6.89%-1.41%-0.24%
Sep-1.94%-11.82%0.94%-1.30%2.10%5.68%-1.06%
Oct0.54%14.46%7.94%-8.70%-16.64%0.00%*-0.40%
Nov-5.68%1.26%3.88%12.75%8.65%--4.17%
Dec9.45%2.83%1.16%-0.06%2.21%--3.12%
Total-5.72%2.01%7.70%30.78%11.10%21.02%11.15%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $44.56
SMA 50: $44.05
SMA 200: $41.98
Current: $45.38
EMA 12: $44.16
EMA 26: $44.24
MACD: -0.0742 | Signal: -0.0550
BEARISH
ADX (14): 12.33
RANGE
+DI: 23.04
−DI: 16.13

Momentum Oscillators

RSI (14): 58.16
NEUTRAL
Stoch %K: 37.25
Stoch %D: 27.13
Williams %R: -28.12

Volume & Volatility

BB Upper: $46.43
BB Lower: $42.69
NEUTRAL
OBV: 832,208
Vol SMA 20: 55,901
Vol ROC: -30.22%
ATR: $1.45
True Range: $2.22
HV 20: 26.3%
HV 30: 25.7%
HV 60: 22.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

Click Frenzy-Pro™ for an AI analysis of this ticker.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
All VLGEA news →

VLGEA Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: -0.3391
Alpha: 42.62%
Correlation: -0.1312
R-Squared: 1.7%
Stock Volatility: 33.0%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own VLGEA
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$18.6M
0.03%
#732 of 3138-5.1%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

VLGEA Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

156 filers7,852,133 shares$327.06M value
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 780,235 $32.91M 10.06% — 2026-06-30
2 Dimensional Fund Advisors LP Custodian 742,855 $31.33M 9.58% — 2026-06-30
3 Vanguard Group Inc Custodian 618,772 $21.90M 6.70% — 2025-12-31
4 American Century Companies, Inc. 514,096 $21.68M 6.63% — 2026-06-30
5 RENAISSANCE TECHNOLOGIES LLC 440,384 $18.58M 5.68% — 2026-06-30
6 Vanguard Capital Management LLC 403,610 $17.02M 5.21% — 2026-06-30
7 MONEY CONCEPTS CAPITAL CORP 399,653 $16.86M 5.15% — 2026-06-30
8 SYSTEMATIC FINANCIAL MANAGEMENT LP 396,509 $16.72M 5.11% — 2026-06-30
9 Geode Capital Management, LLC Custodian 250,092 $10.55M 3.23% — 2026-06-30
10 State Street Corp 218,948 $9.24M 2.82% — 2026-06-30
11 GAMCO INVESTORS, INC. ET AL 187,500 $7.91M 2.42% — 2026-06-30
12 Bulldog Investors, LLP 170,515 $7.19M 2.20% — 2026-06-30
13 Vanguard Portfolio Management LLC 167,482 $7.06M 2.16% — 2026-06-30
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 156,507 $6.60M 2.02% — 2026-06-30
15 ROYCE & ASSOCIATES LP 144,035 $6.08M 1.86% — 2026-06-30
16 Allspring Global Investments Holdings, LLC 114,054 $4.86M 1.49% — 2026-06-30
17 Charles Schwab Investment Management, Inc. 110,803 $4.67M 1.43% — 2026-06-30
18 Bank of New York Mellon Corp Custodian 103,667 $4.37M 1.34% — 2026-06-30
19 LSV ASSET MANAGEMENT 92,571 $3.90M 1.19% — 2026-06-30
20 Morgan Stanley Custodian 91,440 $3.86M 1.18% — 2026-06-30
21 Empowered Funds, LLC Custodian 90,257 $3.81M 1.16% — 2026-06-30
22 Northern Trust Corp Custodian 85,361 $3.60M 1.10% — 2026-06-30
23 AQR Capital Management, LLC Custodian 75,080 $3.17M 0.97% — 2026-06-30
24 Goldman Sachs Group Inc Custodian 71,462 $3.01M 0.92% — 2026-06-30
25 Creative Planning Custodian 68,947 $2.91M 0.89% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

VLGEA Insider Trading (Form 4)

Latest: 2026-10-19
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-19 Perry J. Blatt Director Gift (G) −1,950 — EDGAR
2026-04-15 John Sumas EVP & Secretary Sell (S) −12,703 $41.30 -$524.7K EDGAR
2026-04-13 John L Van Orden CFO & Treasurer Sell (S) −8,000 $43.88 -$351.0K EDGAR
2026-04-10 Luigi Perri VP of Finance & CAO Sell (S) −3,719 $45.04 -$167.5K EDGAR
2026-04-10 John James Sumas CEO Sell (S) −12,702 $43.16 -$548.2K EDGAR
2026-03-27 Luigi Perri VP of Finance & CAO Tax (F) −7,281 $42.79 -$311.6K EDGAR
2026-03-27 John Sumas EVP & Secretary Tax (F) −13,297 $42.79 -$569.0K EDGAR
2026-03-27 John L Van Orden CFO & Treasurer Tax (F) −13,361 $42.79 -$571.7K EDGAR
2026-03-27 John James Sumas CEO Tax (F) −13,298 $42.79 -$569.0K EDGAR
2026-03-27 Nicholas James Sumas President / Chairman Tax (F) −13,299 $42.79 -$569.1K EDGAR
2026-03-27 Perry J. Blatt Director Tax (F) −13,388 $42.79 -$572.9K EDGAR
2026-03-27 Robert Sumas Senior Advisor Tax (F) −13,409 $42.79 -$573.8K EDGAR
2025-04-28 Kevin Begley Director Sell (S) −5,000 $35.36 -$176.8K EDGAR
2025-04-18 Robert Sumas Director Sell (S) −3,000 $35.28 -$105.8K EDGAR
2025-04-16 Robert Sumas Director Sell (S) −4,200 $35.67 -$149.8K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

VLGEA Insider Holdings

8 insiders · @ $45.38
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 John James Sumas CEO 107,563 $4.88M -$1.32M 19 2026-04-10
2 John Sumas EVP & Secretary 102,938 $4.67M -$5.28M 51 2026-04-15
3 Robert Sumas Senior Advisor 72,664 $3.30M -$1.22M 31 2026-03-27
4 Perry J. Blatt Director 50,660 $2.30M $0 4 2026-10-19
5 Kevin Begley Director 43,961 $1.99M -$2.39M 25 2025-04-28
6 John L Van Orden CFO & Treasurer 32,023 $1.45M -$739.2K 15 2026-04-13
7 Luigi Perri VP of Finance & CAO 15,839 $718.8K -$276.3K 10 2026-04-10
8 Nicholas James Sumas President / Chairman 13,677 $620.7K -$142.1K 20 2026-03-27
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

VLGEA Board & Officers

As of SEC filings through Oct 19, 2026

Directors 9

Officers 6

10% owners 1

Changes in the last 10 years (28)
Mar 27, 2026Robert Sumas first listed as Senior Advisor in an SEC filing
Mar 27, 2026Luigi Perri listed as VP of Finance & CAO (previously Principal Accounting Officer) in SEC filings
Jan 16, 2025Robert Sumas no longer listed as CEO / Vice Chairman of Board in SEC filings
Jan 16, 2025Nicholas James Sumas listed as President / Chairman (previously Co-President) in SEC filings
Jan 16, 2025John James Sumas no longer listed as a 10% owner in SEC filings
Jan 16, 2025John James Sumas listed as CEO (previously Co-President) in SEC filings
Sep 13, 2024The company announced the departure of William Sumas from the board in an SEC filing
Mar 15, 2023William Sumas no longer listed as a 10% owner in SEC filings
Mar 15, 2023William Sumas listed as EVP / Chairman of the Board (previously EVP) in SEC filings
Mar 15, 2023Robert Sumas no longer listed as a 10% owner in SEC filings
Mar 15, 2023Robert Sumas listed as CEO / Vice Chairman of Board (previously President) in SEC filings
Mar 15, 2023Nicholas James Sumas listed as Co-President (previously CMO) in SEC filings
Mar 15, 2023Luigi Perri listed as Principal Accounting Officer (previously Controller) in SEC filings
Mar 15, 2023John James Sumas listed as Co-President (previously COO) in SEC filings
Jan 6, 2023John Sumas no longer listed as a 10% owner in SEC filings
Jan 6, 2023John Sumas listed as EVP & Secretary (previously EVP) in SEC filings
Jan 5, 2023Nicholas James Sumas no longer listed as a 10% owner in SEC filings
Jan 5, 2023John L Van Orden listed as CFO & Treasurer (previously CFO) in SEC filings
Dec 16, 2022Prasad Pola became a director
Dec 16, 2022Perry J. Blatt became a director
Not reported recently (3)
  • William Sumas · Last reported as EVP / Chairman of the Board in an SEC filing dated Apr 18, 2023
  • David Judge · Last reported as a director in an SEC filing dated Jul 2, 2018
  • James Sumas · Last reported as a director in an SEC filing dated Mar 30, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

VLGEA Proposed Insider Sales (Form 144)

Latest: 2026-04-13
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-04-13 John Sumas Officer, Director and Member of 10% Group 12,703 $549.7K 2026-04-14 LPL Financial — EDGAR
2026-04-10 Van Orden John L Officer 8,000 $354.5K 2026-04-10 The Charles Schwab Corporation — EDGAR
2026-04-09 Perri Luigi Officer 3,719 $163.3K 2026-04-09 Fidelity Brokerage Services LLC — EDGAR
2026-04-08 John James Sumas OFFICER 12,702 $548.3K 2026-04-08 Apex Clearing Corporation — EDGAR
2025-04-04 SUMAS ROBERT Director 10,000 $361.0K 2025-04-04 Charles Schwab Corp. — EDGAR
2025-04-03 BEGLEY KEVIN Officer 13,433 $488.4K 2025-04-03 Charles Schwab & Co., Inc. — EDGAR
2025-04-01 Van Orden John L Officer 3,000 $114.0K 2025-04-01 Charles Schwab & Co. 10b5-1 EDGAR
2024-10-16 BEGLEY KEVIN Officer 15,000 $468.1K 2024-10-16 Charles Schwab Corp. — EDGAR
2024-07-26 Perri Luigi Officer 2,500 $76.2K 2024-07-26 Fidelity Brokerage Services LLC — EDGAR
2024-07-26 Van Orden John L Officer 2,000 $61.0K 2024-07-26 Charles Schwab Corporation — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
53 ETFs hold VLGEA
25 shown · $108.56M total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.07% $22.4M $31.4B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $13.1M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $10.5M $75.1B 2026-10-20
4 DFSV Dimensional US Small Cap Value ETF Dimensional 0.04% $10.1M — 2026-10-20
5 DFAT Dimensional US Targeted Value ETF Dimensional 0.03% $8.0M — 2026-10-20
6 VXF Vanguard Extended Market ETF Vanguard 0.01% $4.7M — 2026-09-30
7 VDC Vanguard Consumer Staples ETF Vanguard 0.05% $4.6M — 2026-09-30
8 DFAS Dimensional US Small Cap ETF Dimensional 0.01% $4.2M — 2026-10-20
9 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.04% $3.8M — 2026-05-31
10 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.16% $3.8M — 2026-06-30
11 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.03% $3.7M $13.7B 2026-10-20
12 FSMD Fidelity Small-Mid Multifactor ETF Fidelity 0.11% $2.8M $2.5B 2026-10-20
13 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $2.5M — 2026-09-30
14 DFMC Dimensional US Micro Cap ETF Dimensional 0.03% $2.4M — 2026-10-20
15 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.10% $2.3M — 2026-06-30
16 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $1.9M — 2026-10-20
17 FDM First Trust Dow Jones Select MicroCap Index Fund First Trust 0.65% $1.7M $264.8M 2026-10-20
18 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.10% $1.2M $1.2B 2026-10-20
19 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.03% $959,844 $3.1B 2026-10-20
20 SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF SPDR (State Street) 0.31% $760,087 $248.6M 2026-10-20
21 GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Goldman 0.07% $698,598 $1.0B 2026-10-20
22 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $693,855 — 2026-10-20
23 SFLO VictoryShares Small Cap Free Cash Flow ETF Nport 0.10% $604,861 — 2026-06-30
24 ETHO Amplify Etho Climate Leadership U.S. ETF Amplify 0.30% $576,984 $192.2M 2026-10-20
25 EES WisdomTree U.S. SmallCap Fund Nport 0.07% $541,971 — 2026-06-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.