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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 %
GCA
576
Gradient Capital Advisors
California
$1.52M -$53.5K -293 -3%
PWM
577
PBMares Wealth Management
Virginia
$1.52M -$883K -4,839 -37%
BF
578
BOK Financial
Oklahoma
$1.52M +$7.3K +40 +0.5%
TPCW
579
TD Private Client Wealth
New York
$1.49M -$72.8K -399 -5%
BCG
580
Breakwater Capital Group
New Jersey
$1.48M +$38.5K +211 +3%
Empower Advisory Group
581
Empower Advisory Group
Colorado
$1.48M +$23.2K +127 +2%
MFS
582
McNamara Financial Services
Massachusetts
$1.48M -$8.03K -44 -0.5%
FFN
583
Focus Financial Network
Minnesota
$1.48M +$40.2K +206 +3%
TFF
584
The Family Firm
Maryland
$1.48M +$38.1K +209 +3%
AFG
585
Atomi Financial Group
New York
$1.47M +$97.3K +533 +7%
EWA
586
Evolution Wealth Advisors
Florida
$1.47M +$262K +1,435 +22%
CFB
587
Cullen/Frost Bankers
Texas
$1.46M +$23K +126 +2%
CFO
588
Colony Family Offices
North Carolina
$1.45M
TCOV
589
Trust Company of Vermont
Vermont
$1.44M -$5.48K -30 -0.4%
CIBC Private Wealth Group
590
CIBC Private Wealth Group
Georgia
$1.44M +$89.3K +494 +7%
IC
591
IEQ Capital
California
$1.42M +$80.3K +440 +6%
JFG
592
Jefferies Financial Group
New York
$1.42M -$12.8K -70 -0.9%
SHFA
593
SC&H Financial Advisors
Maryland
$1.42M +$83.8K +459 +6%
PCP
594
Proficio Capital Partners
Massachusetts
$1.42M -$15.5K -85 -1%
SF
595
Synovus Financial
Georgia
$1.42M +$124K +677 +10%
BCI
596
Brinker Capital Investments
Pennsylvania
$1.41M -$542K -2,970 -28%
OPS
597
Orion Portfolio Solutions
Nebraska
$1.41M -$542K -2,970 -28%
PBF
598
Petix & Botte Financial
California
$1.41M -$430K -2,357 -23%
Millennium Management
599
Millennium Management
New York
$1.4M -$1.02M -5,562 -42%
HB
600
Horizon Bancorp
Indiana
$1.4M -$309K -1,695 -18%