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Vanguard Small-Cap Value ETF

1,572 hedge funds and large institutions have $26.2B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 620 increasing their positions, 454 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,572
Holders Change
+153
Holders Change %
+10.78%
% of All Funds
20.93%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
1.57%
New
238
Increased
620
Reduced
454
Closed
51
Calls
$10.3M
Puts
$1.88M
Net Calls
+$8.38M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
526
Sterling Financial Planning
New Jersey
$2.32M -$95.9K -484 -4%
SWM
527
SeaCrest Wealth Management
New York
$2.31M +$94.3K +476 +4%
FIA
528
Foundations Investment Advisors
Arizona
$2.31M +$2.31M +11,645 New
GWA
529
Genesis Wealth Advisors
Massachusetts
$2.29M +$2.29M +11,554 New
SWP
530
Stratos Wealth Partners
Ohio
$2.29M +$316K +1,595 +16%
SMA
531
Sage Mountain Advisors
Georgia
$2.25M +$43K +217 +2%
Bessemer Group
532
Bessemer Group
New Jersey
$2.22M +$576K +2,904 +35%
MFG
533
Midwest Financial Group
Kansas
$2.22M +$11.9K +60 +0.5%
ISFAN
534
Investor's Fiduciary Advisor Network
Washington
$2.2M +$2.2M +11,102 New
PCA
535
Prosperity Capital Advisors
Ohio
$2.18M +$1.14M +5,732 +109%
GSWM
536
Greenup Street Wealth Management
Michigan
$2.16M +$50.7K +256 +2%
SJL
537
Shayne & Jacobs LLC
Tennessee
$2.15M +$8.92K +45 +0.4%
VW
538
Vance Wealth
California
$2.14M -$149K -750 -6%
SF
539
Synovus Financial
Georgia
$2.13M -$1.91M -9,587 -47%
CCWA
540
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M -$48.4K -244 -2%
RIA
541
Regal Investment Advisors
Michigan
$2.13M +$60.2K +304 +3%
RA
542
RoundAngle Advisors
New Jersey
$2.12M +$2.12M +10,687 New
MC
543
Matisse Capital
Oregon
$2.11M +$47K +237 +2%
MSF
544
Mustard Seed Financial
Arkansas
$2.1M -$3.37K -17 -0.2%
ADL
545
Asset Dedication LLC
California
$2.09M -$277K -1,399 -12%
MA
546
MONECO Advisors
Connecticut
$2.08M +$57.1K +288 +3%
KeyBank National Association
547
KeyBank National Association
Ohio
$2.06M -$287K -1,447 -12%
NOI
548
Newton One Investments
Delaware
$2.03M +$19.4K +98 +1%
FLI
549
Family Legacy Inc
South Carolina
$2.03M -$5.76K -29 -0.3%
TCM
550
Telos Capital Management
California
$2.03M +$31.9K +161 +2%