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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 %
MBI
426
May Barnhard Investments
Maryland
$2.75M +$280K +1,536 +11%
PFA
427
Pathway Financial Advisors
Vermont
$2.75M
IA
428
IFG Advisory
Georgia
$2.74M +$33.2K +182 +1%
BCM
429
Brookstone Capital Management
Illinois
$2.74M +$455K +2,330 +20%
AIM
430
Access Investment Management
Georgia
$2.74M
RC
431
Roundview Capital
New Jersey
$2.72M +$773K +4,234 +40%
CTC
432
Central Trust Company
Missouri
$2.71M -$795K -4,357 -23%
WTFG
433
Wells Trecaso Financial Group
Ohio
$2.68M -$365 -2 -0%
EA
434
Eclectic Associates
California
$2.63M +$63.3K +347 +2%
SB
435
Simmons Bank
Arkansas
$2.63M -$156K -856 -6%
FFM
436
Forum Financial Management
Illinois
$2.6M -$103K -564 -4%
PS
437
Principal Securities
Iowa
$2.59M -$78.1K -428 -3%
MOS
438
MGO One Seven
Ohio
$2.59M -$18.6K -102 -0.7%
WA
439
Waverly Advisors
Alabama
$2.58M +$957K +5,243 +59%
CANC
440
Culbertson A N & Co
Virginia
$2.58M +$25.6K +140 +1%
LW
441
Linscomb Wealth
Texas
$2.58M -$4.75K -26 -0.2%
RCM
442
RMR Capital Management
California
$2.58M -$16.2K -89 -0.6%
EA
443
Echo45 Advisors
California
$2.57M -$281K -1,537 -10%
CF
444
Corrigan Financial
Rhode Island
$2.57M
ST
445
Sageworth Trust
Pennsylvania
$2.57M -$1.52M -8,352 -37%
NF
446
Nikulski Financial
Iowa
$2.56M -$110K -603 -4%
SW
447
SlateStone Wealth
Florida
$2.56M -$46.6K -255 -2%
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.55M -$1.87M -10,238 -42%
CPA
449
Capital Performance Advisors
California
$2.54M +$108K +589 +4%
JWCA
450
J.W. Cole Advisors
Florida
$2.53M -$314K -1,719 -11%