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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 %
GAM
551
Gotham Asset Management
New York
$2.02M
NW
552
NewEdge Wealth
Pennsylvania
$2.01M +$798K +4,026 +66%
ATC
553
Argent Trust Co
Tennessee
$2.01M +$9.12K +46 +0.5%
OCPWS
554
One Charles Private Wealth Services
Massachusetts
$2.01M +$321K +1,622 +19%
MGW
555
MB Generational Wealth
Washington
$2.01M -$7.93K -40 -0.4%
AWM
556
Aegis Wealth Management
Maryland
$2M +$2M +10,069 New
TPCW
557
TD Private Client Wealth
New York
$1.99M +$146K +737 +8%
BCM
558
BTC Capital Management
Iowa
$1.98M +$21.4K +108 +1%
BHWM
559
Beaird Harris Wealth Management
Texas
$1.98M -$14.5K -73 -0.7%
APWM
560
Anchor Pointe Wealth Management
Missouri
$1.98M +$1.98M +10,029 New
1WA
561
180 Wealth Advisors
Washington
$1.97M -$7.13K -36 -0.4%
FAI
562
Fiduciary Advisors Inc
Missouri
$1.96M +$1.96M +9,905 New
TP
563
Tranquility Partners
Tennessee
$1.96M -$16K -80 -0.8%
AIM
564
Advyzon Investment Management
Illinois
$1.94M +$1.94M +9,802 New
KAM
565
Kraft Asset Management
Tennessee
$1.93M -$20K -99 -1%
WP
566
Wealthspan Partners
Iowa
$1.91M -$69K -348 -3%
HI
567
Harbour Investments
Wisconsin
$1.9M -$36.3K -183 -2%
TFS
568
Thoroughbred Financial Services
Tennessee
$1.9M +$42.6K +215 +2%
CAG
569
Curtis Advisory Group
California
$1.9M +$41.4K +209 +2%
CSWM
570
Cassady Schiller Wealth Management
Ohio
$1.89M +$21.4K +108 +1%
DCM
571
Donaldson Capital Management
Indiana
$1.89M +$1.89M +9,522 New
TFP
572
Triune Financial Partners
Kansas
$1.88M -$14.1K -71 -0.7%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$1.88M -$5.35K -27 -0.3%
WPWM
574
Windward Private Wealth Management
Kansas
$1.88M -$44.4K -224 -2%
AFAS
575
Acorn Financial Advisory Services
Virginia
$1.88M -$222K -1,119 -11%