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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 %
CA
376
Clearstead Advisors
Ohio
$3.39M +$2.13M +11,669 +169%
CWM
377
Cranbrook Wealth Management
Michigan
$3.39M -$14.2K -78 -0.4%
SFM
378
Signet Financial Management
New Jersey
$3.38M -$521K -2,854 -13%
TWM
379
TriaGen Wealth Management
California
$3.38M +$116K +634 +4%
TAM
380
Tocqueville Asset Management
New York
$3.37M +$20.4K +112 +0.6%
FCA
381
FinTrust Capital Advisors
South Carolina
$3.36M +$9.49K +52 +0.3%
SC
382
Scotia Capital
Ontario, Canada
$3.35M +$109K +595 +3%
OCFG
383
O'Connor Financial Group
Illinois
$3.31M -$102K -559 -3%
PAI
384
Pittenger & Anderson Inc
Nebraska
$3.31M
CA
385
CSM Advisors
Pennsylvania
$3.29M -$599K -3,280 -15%
TF
386
Theory Financial
Colorado
$3.27M -$768K -4,206 -19%
WRPWM
387
Werba Rubin Papier Wealth Management
California
$3.27M +$470K +2,575 +17%
FWP
388
FAS Wealth Partners
Kansas
$3.27M -$79K -433 -2%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$3.25M +$108K +593 +3%
VIA
390
Vickerman Investment Advisors
Washington
$3.23M +$11.1K +61 +0.3%
FWP
391
Falcon Wealth Planning
California
$3.23M -$388K -2,126 -11%
GWM
392
Greenhouse Wealth Management
Connecticut
$3.19M
SWM
393
Spire Wealth Management
Virginia
$3.16M -$195K -1,067 -6%
SFS
394
Sowell Financial Services
Arkansas
$3.16M -$175K -953 -5%
REMPR
395
Roof Eidam Maycock Peralta (REMP)
California
$3.16M +$135K +740 +4%
FFO
396
Fiduciary Family Office
Florida
$3.16M -$51.5K -282 -2%
3IP
397
3Chopt Investment Partners
Virginia
$3.15M +$4.96K +27 +0.2%
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$3.11M -$190K -1,040 -6%
CW
399
CreativeOne Wealth
Kansas
$3.06M -$798K -4,373 -21%
MCWS
400
McKinley Carter Wealth Services
West Virginia
$3.06M -$121K -664 -4%