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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 %
RGC
476
Roberts, Glore & Co
Illinois
$2.31M +$2.01K +11 +0.1%
ABC
477
Associated Banc-Corp
Wisconsin
$2.28M +$176K +962 +8%
ANTB
478
AMG National Trust Bank
Colorado
$2.27M +$3.65K +20 +0.2%
FAIM
479
Financial Advocates Investment Management
Washington
$2.27M -$471K -2,579 -17%
LIM
480
Leavell Investment Management
Alabama
$2.27M -$51.4K -280 -2%
MMA
481
Miracle Mile Advisors
California
$2.27M -$44.5K -244 -2%
RA
482
Riversedge Advisors
Delaware
$2.26M +$64.2K +352 +3%
SFP
483
Sterling Financial Planning
New Jersey
$2.25M -$92.9K -509 -4%
AIM
484
Acropolis Investment Management
Missouri
$2.24M +$19.2K +105 +0.9%
PWM
485
Paulson Wealth Management
Illinois
$2.24M -$76.5K -419 -3%
R
486
Rebalance
California
$2.23M -$17.7K -97 -0.8%
VW
487
Vance Wealth
California
$2.22M -$53.8K -295 -2%
QWP
488
Quotient Wealth Partners
Texas
$2.22M -$970K -5,315 -30%
PA
489
Prossimo Advisors
California
$2.2M +$2.2M +12,066 New
PIMG
490
Patriot Investment Management Group
Tennessee
$2.19M +$44.4K +243 +2%
BBW
491
Blue Barn Wealth
Utah
$2.18M -$31.6K -173 -1%
GSWM
492
Greenup Street Wealth Management
Michigan
$2.18M +$1.32M +7,254 +154%
CFD
493
Creative Financial Designs
Indiana
$2.18M +$1.83K +10 +0.1%
NFP
494
NorthLanding Financial Partners
New York
$2.17M +$17.5K +96 +0.8%
KeyBank National Association
495
KeyBank National Association
Ohio
$2.16M -$225K -1,232 -9%
FUBT
496
First United Bank & Trust
Maryland
$2.13M +$32.9K +180 +2%
EWM
497
Evermay Wealth Management
Virginia
$2.13M +$7.85K +43 +0.4%
PL
498
Plancorp LLC
Missouri
$2.12M -$11.3K -62 -0.5%
CC
499
Cypress Capital
Tennessee
$2.1M -$214K -1,170 -9%
SMA
500
Sage Mountain Advisors
Georgia
$2.06M -$32.9K -180 -2%