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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 %
AA
376
Axiom Advisory
California
$3.68M +$73.4K +408 +2%
SFO
377
Stokes Family Office
Louisiana
$3.61M -$1.51M -8,416 -30%
CWM
378
Cranbrook Wealth Management
Michigan
$3.59M -$105K -584 -3%
WWWM
379
White Wing Wealth Management
Texas
$3.58M +$3.58M +20,142 New
EPW
380
Evergreen Private Wealth
Colorado
$3.58M +$3.58M +19,866 New
TNBTD
381
Trustmark National Bank Trust Department
Mississippi
$3.56M -$85.1K -473 -2%
EGA
382
E&G Advisors
Texas
$3.56M +$43.5K +242 +1%
Wealthfront Advisers
383
Wealthfront Advisers
California
$3.56M +$573K +3,186 +19%
SFS
384
Sowell Financial Services
Arkansas
$3.54M -$351K -1,953 -9%
IWS
385
Integrity Wealth Solutions
Colorado
$3.54M +$3.54M +19,650 New
IFA
386
Index Fund Advisors
California
$3.53M +$10.8K +60 +0.3%
VFA
387
Valeo Financial Advisors
Indiana
$3.51M +$12.8K +97 +0.4%
LIA
388
LS Investment Advisors
Michigan
$3.5M +$3.6K +20 +0.1%
CTC
389
Central Trust Company
Missouri
$3.49M -$24.7K -137 -0.7%
OIA
390
OneDigital Investment Advisors
Kansas
$3.48M +$928K +5,158 +36%
EWM
391
Evergreen Wealth Management
Michigan
$3.47M +$79.4K +441 +2%
TW
392
TritonPoint Wealth
Maryland
$3.46M +$3.46M +19,243 New
TAM
393
Tocqueville Asset Management
New York
$3.45M -$234K -1,302 -6%
PA
394
PFG Advisors
Arizona
$3.44M +$213K +1,183 +7%
PFS
395
Prospera Financial Services
Texas
$3.41M +$1.08M +5,983 +46%
GPI
396
General Partner Inc
Pennsylvania
$3.4M
MCWS
397
McKinley Carter Wealth Services
West Virginia
$3.35M -$539K -2,997 -14%
CAMG
398
CWA Asset Management Group
Florida
$3.31M +$15.5K +86 +0.5%
Envestnet Portfolio Solutions
399
Envestnet Portfolio Solutions
Illinois
$3.3M +$682K +3,791 +26%
BW
400
BIP Wealth
Georgia
$3.28M +$526K +2,920 +19%