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Vanguard Small-Cap Value ETF

1,373 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+146
Holders Change %
+11.9%
% of All Funds
20.13%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
218
Increased
500
Reduced
467
Closed
56
Calls
$31.7M
Puts
$6.14M
Net Calls
+$25.6M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
276
Fifth Third Securities
Ohio
$5.91M +$968K +5,381 +20%
FAT
277
First American Trust
California
$5.88M -$2.94M -16,327 -33%
CFS
278
Cannon Financial Strategists
Georgia
$5.88M +$340K +1,890 +6%
GB
279
Goepper Burkhardt
South Carolina
$5.86M +$5.86M +32,859 New
IC
280
Innealta Capital
Texas
$5.84M +$5.84M +32,455 New
VFG
281
Victory Financial Group
Texas
$5.83M +$5.83M +32,408 New
TW
282
Towerpoint Wealth
California
$5.74M +$203K +1,130 +4%
WLIM
283
White Lighthouse Investment Management
Massachusetts
$5.7M +$21.2K +118 +0.4%
KPWS
284
Kestra Private Wealth Services
Texas
$5.69M +$1.43M +7,947 +34%
CA
285
Cetera Advisors
Colorado
$5.66M -$317K -1,760 -5%
MCCP
286
Mission Creek Capital Partners
California
$5.65M +$544K +3,025 +11%
BDF
287
Black Diamond Financial
Maryland
$5.64M +$341K +1,896 +6%
PFP
288
Pinnacle Financial Partners
Tennessee
$5.59M +$2.39M +13,294 +75%
OCFG
289
O'Connor Financial Group
Illinois
$5.59M -$322K -1,791 -5%
ATPW
290
Ashton Thomas Private Wealth
Arizona
$5.58M +$38.9K +216 +0.7%
CFO
291
CVA Family Office
Colorado
$5.57M -$484K -2,691 -8%
JIR
292
James Investment Research
Ohio
$5.52M -$363K -2,017 -6%
CA
293
Cornerstone Advisory
Maryland
$5.48M +$175K +973 +3%
RIM
294
Rockbridge Investment Management
New York
$5.47M -$235K -1,307 -4%
MWA
295
Monograph Wealth Advisors
California
$5.47M -$5.58K -31 -0.1%
SSW
296
Stone Summit Wealth
Florida
$5.46M +$224K +1,247 +4%
AA
297
Atmos Advisory
Pennsylvania
$5.38M -$15.5K -86 -0.3%
CWM
298
Chemistry Wealth Management
New York
$5.32M -$30.1K -167 -0.6%
MWM
299
MorganRosel Wealth Management
Colorado
$5.29M -$1.04M -5,778 -16%
SRC
300
Shufro Rose & Co
New York
$5.25M -$110K -688 -2%