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Vanguard Small-Cap Value ETF

1,357 hedge funds and large institutions have $16B invested in Vanguard Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 483 increasing their positions, 526 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.74%
Holding in Top 10
108
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.47%
% of All Funds
1.57%
New
80
Increased
483
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
226
Tacita Capital
Ontario, Canada
$7.39M -$40.9K -224 -0.6%
SRC
227
Shufro Rose & Co
New York
$7.38M +$512K +2,803 +7%
BDF
228
Black Diamond Financial
Maryland
$7.31M +$1.59M +8,724 +28%
FCM
229
Fortis Capital Management
Washington
$7.29M -$26.6K -146 -0.4%
FCI
230
Financial Counselors Inc
Kansas
$7.25M +$360K +1,975 +5%
OFP
231
OLIO Financial Planning
Virginia
$7.24M -$16.7K -92 -0.2%
DC
232
Davenport & Co
Virginia
$7.23M +$664K +3,638 +10%
SIA
233
Spectrum Investment Advisors
Wisconsin
$7.2M +$41.6K +228 +0.6%
NHC
234
Nicholas Hoffman & Company
Georgia
$7.08M +$109K +595 +2%
H
235
HoyleCohen
California
$7.08M -$17K -93 -0.2%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$7.01M -$1.63M -8,912 -19%
AllianceBernstein
237
AllianceBernstein
Tennessee
$6.97M +$373K +2,046 +6%
CWA
238
Cornerstone Wealth Advisors
Minnesota
$6.95M +$450K +2,464 +7%
ACA
239
Atlas Capital Advisors
Wyoming
$6.94M +$13.3K +73 +0.2%
CM
240
Cornerstone Management
Georgia
$6.91M +$102K +557 +1%
SMWM
241
Silvia McColl Wealth Management
California
$6.82M +$47.5K +260 +0.7%
SC
242
Swan Capital
Florida
$6.74M -$2.95M -16,152 -30%
KWM
243
Kaydan Wealth Management
Michigan
$6.73M +$6.73M +36,899 New
CC
244
Courier Capital
New York
$6.69M -$21.9K -120 -0.3%
ST
245
Spinnaker Trust
Maine
$6.67M -$548 -3 -0%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$6.65M +$6.65M +36,424 New
JIC
247
Joel Isaacson & Co
New York
$6.63M +$92.5K +507 +1%
AIS
248
American Investment Services
Massachusetts
$6.62M -$73K -400 -1%
I
249
INVST
Indiana
$6.57M -$1.17M -6,494 -15%
FTS
250
Fifth Third Securities
Ohio
$6.49M -$1.02M -5,549 -14%