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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 %
NWM
401
Northwest Wealth Management
Iowa
$3.06M -$56.4K -309 -2%
IA
402
IFP Advisors
Florida
$3.04M -$508K -2,785 -14%
WPC
403
Wedmont Private Capital
Pennsylvania
$3.01M +$19.3K +102 +0.6%
MHIC
404
Marble Harbor Investment Counsel
Massachusetts
$3.01M -$51.1K -280 -2%
ZC
405
Zeit Capital
Colorado
$3M -$14.1K -77 -0.5%
WF
406
Warner Financial
Maryland
$2.99M +$913 +5 +0%
AFTS
407
American Financial & Tax Strategies
New York
$2.97M +$19.5K +107 +0.7%
D.E. Shaw & Co
408
D.E. Shaw & Co
New York
$2.96M +$2.96M +16,211 New
FFG
409
Fiduciary Financial Group
California
$2.95M +$2.95M +15,060 New
SEIA
410
Signature Estate & Investment Advisors
California
$2.95M +$2.95M +16,139 New
CDH
411
Charles D. Hyman
$2.93M
P
412
&Partners
Tennessee
$2.92M +$2.26M +12,355 +339%
FWM
413
Forza Wealth Management
Florida
$2.91M -$16.1K -88 -0.5%
EPW
414
Evergreen Private Wealth
Colorado
$2.9M +$42.5K +233 +1%
AF
415
Advisornet Financial
Minnesota
$2.87M -$87.8K -481 -3%
HWA
416
Heartwood Wealth Advisors
Virginia
$2.87M +$33.6K +184 +1%
LIA
417
LS Investment Advisors
Michigan
$2.87M -$201K -1,100 -7%
BWP
418
Baldwin Wealth Partners
Massachusetts
$2.86M -$11.2M -61,220 -80%
SWA
419
SOA Wealth Advisors
New York
$2.83M +$81.6K +447 +3%
EWA
420
EverSource Wealth Advisors
Alabama
$2.83M +$16.9K +85 +0.6%
ECM
421
Elgethun Capital Management
South Dakota
$2.81M +$624K +3,420 +29%
WP
422
WealthShield Partners
North Carolina
$2.81M +$148K +808 +6%
CFA
423
Cahill Financial Advisors
Minnesota
$2.79M -$152K -832 -5%
BWM
424
Brown Wealth Management
Illinois
$2.79M +$602K +3,298 +28%
PFS
425
Prospera Financial Services
Texas
$2.78M -$220K -1,201 -7%