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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 %
GWM
501
Geneos Wealth Management
Colorado
$2.05M +$17.2K +94 +0.8%
SWM
502
SeaCrest Wealth Management
New York
$2.05M +$518K +2,836 +34%
Financial Engines Advisors
503
Financial Engines Advisors
California
$2.01M +$841K +4,589 +72%
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$2.01M -$71.5K -392 -3%
AFAS
505
Acorn Financial Advisory Services
Virginia
$1.99M -$52K -285 -3%
RIA
506
Regal Investment Advisors
Michigan
$1.99M +$17.7K +97 +0.9%
CAL
507
Capital Analysts LLC
Pennsylvania
$1.98M -$153K -836 -7%
SJL
508
Shayne & Jacobs LLC
Tennessee
$1.98M
MFG
509
Midwest Financial Group
Kansas
$1.95M +$91.4K +501 +5%
ADL
510
Asset Dedication LLC
California
$1.93M +$9.13K +50 +0.5%
CCWA
511
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M +$87.6K +480 +5%
FLI
512
Family Legacy Inc
South Carolina
$1.91M +$64.4K +353 +3%
CCM
513
Coldstream Capital Management
Washington
$1.9M -$100K -550 -5%
SFA
514
Sequoia Financial Advisors
Ohio
$1.89M +$331K +1,813 +21%
TCM
515
Telos Capital Management
California
$1.88M -$44.7K -245 -2%
CAG
516
Csenge Advisory Group
Florida
$1.87M +$200K +1,094 +12%
NOI
517
Newton One Investments
Delaware
$1.87M +$3.83K +21 +0.2%
1WA
518
180 Wealth Advisors
Washington
$1.87M -$2.25K -12 -0.1%
BHWM
519
Beaird Harris Wealth Management
Texas
$1.87M -$67.7K -371 -4%
MFG
520
Magnus Financial Group
New York
$1.86M -$64.8K -355 -3%
MGW
521
MB Generational Wealth
Washington
$1.86M +$763K +4,179 +69%
GAM
522
Gotham Asset Management
New York
$1.86M -$411K -2,250 -18%
CSB
523
City State Bank
Iowa
$1.85M -$21.9K -120 -1%
EAM
524
Evanson Asset Management
California
$1.85M +$16.1K +88 +0.9%
ATC
525
Argent Trust Co
Tennessee
$1.85M +$61.3K +336 +3%