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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 %
GPI
301
General Partner Inc
Pennsylvania
$5.2M +$925K +5,067 +22%
CP
302
Creekside Partners
California
$5.18M +$5.18M +28,387 New
BRWA
303
B. Riley Wealth Advisors
Florida
$5.13M -$2.2M -11,982 -30%
EFS
304
Essex Financial Services
Connecticut
$5.08M +$5.01M +1,203,191 +6,841%
Northern Trust
305
Northern Trust
Illinois
$5.06M +$1.01M +5,537 +25%
AWE
306
Avidian Wealth Enterprises
Texas
$5.04M -$703K -3,853 -12%
MFG
307
Mainsail Financial Group
Washington
$4.95M +$863K +4,728 +21%
AWM
308
Aspire Wealth Management
Massachusetts
$4.94M -$5.29K -29 -0.1%
TIM
309
Tortoise Investment Management
New York
$4.9M -$1.29M -7,070 -21%
CA
310
CGN Advisors
Kansas
$4.9M -$264K -1,448 -5%
ACA
311
Ackerman Capital Advisors
Texas
$4.87M +$44K +241 +0.9%
AWM
312
Apollon Wealth Management
South Carolina
$4.84M -$165K -906 -3%
MCM
313
Manchester Capital Management
Vermont
$4.83M
SG
314
Sharper & Granite
California
$4.78M +$212K +1,164 +5%
Citigroup
315
Citigroup
New York
$4.78M +$600K +3,290 +14%
TC
316
Tenret Company
Florida
$4.75M +$51.3K +281 +1%
BSB
317
Bangor Savings Bank
Maine
$4.72M -$157K -859 -3%
MAM
318
Mainsail Asset Management
Alabama
$4.72M -$81.4K -446 -2%
LG
319
LAM Group
Oregon
$4.71M
WFP
320
Wrenne Financial Planning
Kentucky
$4.71M +$68.4K +375 +1%
AFP
321
Ausdal Financial Partners
Iowa
$4.68M +$86.3K +473 +2%
VAM
322
Verity Asset Management
North Carolina
$4.64M +$2.27M +12,464 +96%
TI
323
Truepoint Inc
Ohio
$4.63M -$383K -2,098 -8%
RA
324
RFG Advisory
Alabama
$4.62M -$457K -2,503 -9%
LIA
325
LifePlan Investment Advisors
North Carolina
$4.61M +$167K +915 +4%