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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 %
PFA
301
Pure Financial Advisors
California
$5.17M +$858K +4,767 +20%
ACA
302
Atlas Capital Advisors
Wyoming
$5.15M +$435K +2,415 +9%
HWM
303
HFG Wealth Management
Texas
$5.13M +$5.13M +28,485 New
CPIG
304
Chicago Partners Investment Group
Illinois
$5.06M +$486K +2,762 +11%
CA
305
CGN Advisors
Kansas
$5M -$1.22M -6,784 -20%
Vanguard Group
306
Vanguard Group
Pennsylvania
$4.97M +$401K +2,229 +9%
FA
307
FDx Advisors
Illinois
$4.95M -$179K -994 -3%
HP
308
Hyperion Partners
Pennsylvania
$4.94M +$45.2K +251 +0.9%
BSB
309
Bangor Savings Bank
Maine
$4.88M +$213K +1,185 +5%
MCM
310
MAI Capital Management
Ohio
$4.85M -$428K -2,380 -8%
LFP
311
Leeward Financial Partners
Washington
$4.84M +$3.37M +18,739 +230%
HC
312
Hillman Company
Pennsylvania
$4.83M
TA
313
TFB Advisors
Kansas
$4.82M +$4.82M +26,803 New
AWM
314
Aspire Wealth Management
Massachusetts
$4.81M +$34.2K +190 +0.7%
MFWP
315
Mosaic Family Wealth Partners
Missouri
$4.8M -$184K -1,021 -4%
ACA
316
Ackerman Capital Advisors
Texas
$4.77M -$723K -4,017 -13%
MCM
317
Manchester Capital Management
Vermont
$4.76M
SG
318
Sharper & Granite
California
$4.76M +$260K +1,442 +6%
FMTCOCP
319
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.75M +$4.54M +25,252 +2,259%
HA
320
HFG Advisors
Ohio
$4.71M +$181K +1,004 +4%
MAM
321
Mainsail Asset Management
Alabama
$4.65M +$4.65M +25,840 New
LFS
322
Lutz Financial Services
Nebraska
$4.65M -$45.9K -255 -1%
QAM
323
Q3 Asset Management
Michigan
$4.65M +$4.65M +25,817 New
LG
324
LAM Group
Oregon
$4.65M -$27.9K -155 -0.6%
FM
325
Foster & Motley
Ohio
$4.64M -$564K -3,132 -11%