VBR icon

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 %
GS
526
GTS Securities
New York
$1.84M +$1.53M +8,359 +483%
MSF
527
Mustard Seed Financial
Arkansas
$1.84M +$49.1K +269 +3%
CM
528
Columbus Macro
Pennsylvania
$1.83M -$31.2K -171 -2%
TP
529
Tranquility Partners
Tennessee
$1.83M +$23.5K +129 +1%
PA
530
Probity Advisors
Texas
$1.83M -$120K -656 -6%
CCA
531
Cadent Capital Advisors
Oklahoma
$1.83M +$366K +2,005 +25%
HI
532
Harbour Investments
Wisconsin
$1.83M -$88K -482 -5%
BCM
533
BTC Capital Management
Iowa
$1.82M -$8.76K -48 -0.5%
WP
534
Wealthspan Partners
Iowa
$1.82M -$11.3K -62 -0.6%
TFP
535
Triune Financial Partners
Kansas
$1.82M -$12K -66 -0.7%
HNB
536
Hilltop National Bank
Wyoming
$1.79M +$476K +2,610 +36%
DSC
537
Duncker Streett & Co
Missouri
$1.79M -$32.5K -178 -2%
CW
538
Cooksen Wealth
Texas
$1.79M +$26.6K +146 +2%
DB
539
Dravo Bay
Delaware
$1.76M +$94.7K +519 +6%
CFO
540
CVA Family Office
Colorado
$1.76M -$3.6M -19,751 -67%
KAM
541
Kraft Asset Management
Tennessee
$1.76M -$120K -658 -6%
WPWM
542
Windward Private Wealth Management
Kansas
$1.76M -$59.9K -328 -3%
MSWM
543
McGlone Suttner Wealth Management
Wisconsin
$1.76M +$174K +967 +11%
SWA
544
Stratos Wealth Advisors
Ohio
$1.73M +$841K +4,609 +94%
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$1.73M
CSWM
546
Cassady Schiller Wealth Management
Ohio
$1.72M -$22.5K -123 -1%
SQA
547
Simon Quick Advisors
New Jersey
$1.72M +$2.19K +12 +0.1%
PVI
548
Pine Valley Investments
New Jersey
$1.71M +$26.6K +145 +2%
CAG
549
Curtis Advisory Group
California
$1.7M +$42.3K +232 +3%
SCG
550
Sonata Capital Group
Washington
$1.7M +$66.6K +365 +4%