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Vanguard Small-Cap Value ETF

1,367 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
Holding in Top 10
118
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.35%
% of All Funds
1.71%
New
86
Increased
528
Reduced
523
Closed
73
Calls
$11.3M
Puts
$3.55M
Net Calls
+$7.77M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
301
Brandywine Oak Private Wealth
Pennsylvania
$5.2M +$405K +2,113 +8%
AWM
302
Aspire Wealth Management
Massachusetts
$5.2M +$68.1K +355 +1%
MCM
303
MAI Capital Management
Ohio
$5.17M -$1.15K -6 -0%
BSB
304
Bangor Savings Bank
Maine
$5.13M -$70.6K -368 -1%
MCM
305
Manchester Capital Management
Vermont
$5.07M
ACA
306
Ackerman Capital Advisors
Texas
$5.07M -$15.4K -80 -0.3%
MAM
307
Mainsail Asset Management
Alabama
$5.05M +$87.1K +454 +2%
FA
308
FDx Advisors
Illinois
$4.95M -$321K -1,675 -6%
LG
309
LAM Group
Oregon
$4.95M -$1.92K -10 -0%
LFS
310
Lutz Financial Services
Nebraska
$4.94M -$11.5K -60 -0.2%
TC
311
Tenret Company
Florida
$4.94M +$57.9K +302 +1%
WFP
312
Wrenne Financial Planning
Kentucky
$4.88M +$121K +630 +3%
AFP
313
Ausdal Financial Partners
Iowa
$4.83M +$15.9K +83 +0.3%
RJT
314
Raymond James Trust
Florida
$4.76M -$576 -3 -0%
CI
315
CX Institutional
Indiana
$4.71M -$384 -2 -0%
SG
316
Sharper & Granite
California
$4.7M -$259K -1,380 -5%
BJL
317
Brighton Jones LLC
Washington
$4.7M -$19.8K -103 -0.4%
CIA
318
Choate Investment Advisors
Massachusetts
$4.69M +$4.69M +24,432 New
EFG
319
Everhart Financial Group
Ohio
$4.68M +$241K +1,255 +5%
LIA
320
LifePlan Investment Advisors
North Carolina
$4.67M -$1.72M -8,980 -27%
LSA
321
Lansing Street Advisors
Pennsylvania
$4.65M -$140K -728 -3%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65M -$84.8K -442 -2%
BSWA
323
Bromfield Sneider Wealth Advisors
Massachusetts
$4.63M +$3.65K +19 +0.1%
IWC
324
Integrated Wealth Concepts
Massachusetts
$4.61M +$1.92M +10,010 +72%
JIR
325
James Investment Research
Ohio
$4.61M -$1.28M -6,671 -22%