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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 %
CFGA
326
Cambridge Financial Group (Arizona)
Arizona
$4.61M +$701K +3,841 +18%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$4.59M +$3.2M +17,536 +230%
EFG
328
Everhart Financial Group
Ohio
$4.58M +$122K +670 +3%
IWC
329
Integrated Wealth Concepts
Massachusetts
$4.55M +$171K +935 +4%
LFS
330
Lutz Financial Services
Nebraska
$4.54M -$166K -908 -4%
CI
331
CX Institutional
Indiana
$4.51M +$25.2K +138 +0.6%
MCM
332
MAI Capital Management
Ohio
$4.51M -$408K -2,238 -8%
CIA
333
Choate Investment Advisors
Massachusetts
$4.46M
EIM
334
Ervin Investment Management
Washington
$4.45M +$88.3K +484 +2%
BJL
335
Brighton Jones LLC
Washington
$4.43M -$40.9K -224 -0.9%
LSA
336
Lansing Street Advisors
Pennsylvania
$4.4M -$25.9K -142 -0.6%
IWM
337
IHT Wealth Management
Illinois
$4.37M +$12.4K +68 +0.3%
GJIA
338
Glass Jacobson Investment Advisors
Maryland
$4.37M +$125K +684 +3%
JIR
339
James Investment Research
Ohio
$4.37M -$12.2K -67 -0.3%
RJT
340
Raymond James Trust
Florida
$4.35M -$180K -984 -4%
SPC
341
Sigma Planning Corp
Michigan
$4.23M +$363K +1,990 +9%
VC
342
Veery Capital
Delaware
$4.21M +$147K +804 +4%
WIC
343
Willis Investment Counsel
Georgia
$4.19M +$105K +575 +3%
BRG
344
Bay Rivers Group
Virginia
$4.18M +$41.8K +229 +1%
Wealthfront Advisers
345
Wealthfront Advisers
California
$4.17M +$6.21K +34 +0.1%
SFG
346
SNS Financial Group
Minnesota
$4.16M -$75.1K -409 -2%
ACM
347
Advisors Capital Management
New Jersey
$4.16M +$203K +1,113 +5%
NB
348
NBT Bank
New York
$4.11M +$431K +2,362 +12%
KSWA
349
Kathleen S. Wright Associates
Pennsylvania
$4.09M -$138K -756 -3%
TC
350
TownSquare Capital
Utah
$4.08M +$993K +5,440 +32%