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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 %
IAA
551
Independent Advisor Alliance
North Carolina
$1.69M -$4.38K -24 -0.3%
TFA
552
Tobias Financial Advisors
Florida
$1.69M -$108K -591 -6%
SI
553
Seeds Investor
New York
$1.69M +$1.69M +9,255 New
MA
554
MONECO Advisors
Connecticut
$1.69M +$92.4K +506 +6%
WBC
555
West Branch Capital
Massachusetts
$1.69M -$60.4K -331 -3%
GBT
556
Grove Bank & Trust
Florida
$1.68M -$301K -1,649 -15%
WB
557
WesBanco Bank
West Virginia
$1.68M -$240K -1,317 -13%
WIP
558
WealthCare Investment Partners
Rhode Island
$1.65M -$317K -1,736 -16%
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
$1.64M -$2.05M -11,235 -56%
SCP
560
Stevens Capital Partners
Nebraska
$1.63M +$42.7K +234 +3%
PMG
561
ProVise Management Group
Florida
$1.62M -$122K -671 -7%
MSWMA
562
Market Street Wealth Management Advisors
Indiana
$1.61M -$19.2K -105 -1%
AIA
563
Ally Invest Advisors
North Carolina
$1.6M +$189K +1,033 +13%
NFG
564
Nations Financial Group
Iowa
$1.6M -$1.83K -10 -0.1%
TFS
565
Thoroughbred Financial Services
Tennessee
$1.6M +$425K +2,327 +36%
MFIM
566
Mesirow Financial Investment Management
Illinois
$1.58M -$365 -2 -0%
GPA
567
Guidance Point Advisors
Massachusetts
$1.58M +$365 +2 +0%
PD
568
Planning Directions
Pennsylvania
$1.58M -$96.9K -531 -6%
OCPWS
569
One Charles Private Wealth Services
Massachusetts
$1.57M -$183 -1 -0%
GRP
570
Global Retirement Partners
California
$1.55M -$65.3K -358 -4%
HR
571
Hardy Reed
Mississippi
$1.54M
PCMC
572
Paragon Capital Management (Colorado)
Colorado
$1.54M -$160K -877 -9%
CWAG
573
Compton Wealth Advisory Group
Virginia
$1.54M
HNB
574
Huntington National Bank
Ohio
$1.54M -$1.6M
Victory Capital Management
575
Victory Capital Management
Texas
$1.53M