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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 %
AOWM
351
Alpha Omega Wealth Management
Virginia
$4.06M +$90.2K +494 +2%
BIA
352
Barry Investment Advisors
Massachusetts
$4.06M +$478K +2,606 +13%
CB
353
Commerce Bank
Missouri
$4.02M -$59.3K -325 -1%
FA
354
FDx Advisors
Illinois
$4.01M -$699K -3,828 -15%
FM
355
Foster & Motley
Ohio
$3.96M -$356K -1,948 -8%
BAM
356
Beaumont Asset Management
Texas
$3.85M +$28.8K +158 +0.8%
UB
357
UMB Bank
Missouri
$3.81M -$29K -159 -0.8%
APP
358
Avantax Planning Partners
Iowa
$3.77M -$502K -2,750 -12%
AAS
359
Ameritas Advisory Services
Nebraska
$3.77M +$289K +1,582 +8%
RLWM
360
RF&L Wealth Management
Massachusetts
$3.76M +$16.4K +90 +0.4%
RFC
361
Regions Financial Corp
Alabama
$3.74M -$170K -930 -4%
MWA
362
Martel Wealth Advisors
Washington
$3.73M +$3.47K +19 +0.1%
SFO
363
Stokes Family Office
Louisiana
$3.71M -$7.3K -40 -0.2%
PA
364
PFG Advisors
Arizona
$3.71M -$49.5K -271 -1%
VFA
365
Valeo Financial Advisors
Indiana
$3.64M -$77.3K -573 -2%
CFSG
366
Community Financial Services Group
Vermont
$3.59M -$638K -3,496 -15%
EGA
367
E&G Advisors
Texas
$3.59M -$24.3K -133 -0.7%
IFA
368
Index Fund Advisors
California
$3.58M -$15K -82 -0.4%
IWS
369
Integrity Wealth Solutions
Colorado
$3.55M -$25.1K -137 -0.7%
PFG
370
Pinnacle Financial Group
Illinois
$3.54M +$84K +460 +2%
EWM
371
Evergreen Wealth Management
Michigan
$3.52M
KDA
372
Kraft Davis & Associates
Missouri
$3.49M +$119K +603 +4%
NFC
373
Northeast Financial Consultants
Connecticut
$3.46M -$251K -1,376 -7%
Citadel Advisors
374
Citadel Advisors
Florida
$3.45M -$108K -590 -3%
AIM
375
Alhambra Investment Management
Florida
$3.43M +$1.28M +7,025 +60%