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Vanguard Small-Cap Value ETF

1,358 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, 484 increasing their positions, 526 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,358
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.75%
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
484
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 %
IC
276
Innealta Capital
Texas
$5.92M
WLIM
277
White Lighthouse Investment Management
Massachusetts
$5.92M +$143K +784 +2%
AM
278
AGF Management
Ontario, Canada
$5.87M -$1.15M -6,280 -16%
ACS
279
Archford Capital Strategies
Illinois
$5.84M +$85.6K +469 +1%
BOPW
280
Brandywine Oak Private Wealth
Pennsylvania
$5.82M +$326K +1,611 +6%
FAT
281
First American Trust
California
$5.81M -$404K -2,215 -7%
CPIG
282
Chicago Partners Investment Group
Illinois
$5.8M -$120K -610 -2%
MFWP
283
Mosaic Family Wealth Partners
Missouri
$5.73M +$517K +2,830 +10%
CA
284
Cornerstone Advisory
Maryland
$5.64M +$40.3K +221 +0.7%
GB
285
Goepper Burkhardt
South Carolina
$5.64M -$91.3K -500 -2%
Vanguard Group
286
Vanguard Group
Pennsylvania
$5.51M +$141K +771 +3%
OIA
287
OneDigital Investment Advisors
Kansas
$5.5M +$1.64M +8,963 +42%
KCPG
288
Kavar Capital Partners Group
Kansas
$5.5M -$78.8K -432 -1%
QWM
289
Quadcap Wealth Management
Texas
$5.47M +$5.47M +29,973 New
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$5.45M +$531K +2,946 +11%
AA
291
Atmos Advisory
Pennsylvania
$5.44M +$153K +837 +3%
FMTCOCP
292
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.44M +$53.1K +291 +1%
CWM
293
Chemistry Wealth Management
New York
$5.38M +$82.3K +451 +2%
HP
294
Hyperion Partners
Pennsylvania
$5.38M +$277K +1,519 +5%
MWA
295
Monograph Wealth Advisors
California
$5.38M -$443K -2,416 -8%
ML
296
Mayport LLC
Massachusetts
$5.35M +$333K +1,824 +7%
RIM
297
Rockbridge Investment Management
New York
$5.35M -$49.1K -269 -0.9%
PFA
298
Pure Financial Advisors
California
$5.31M -$100K -548 -2%
TPI
299
Trust Point Inc
Wisconsin
$5.29M -$2.26M -12,357 -30%
TA
300
TFB Advisors
Kansas
$5.27M -$34.3K -188 -0.6%