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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 %
CFB
576
Cullen/Frost Bankers
Texas
$1.87M +$257K +1,298 +16%
PVI
577
Pine Valley Investments
New Jersey
$1.86M +$55.3K +279 +3%
WB
578
WesBanco Bank
West Virginia
$1.86M +$37.7K +190 +2%
CA
579
Clune & Associates
Illinois
$1.86M +$1.86M +9,367 New
SCP
580
Stevens Capital Partners
Nebraska
$1.85M +$56.3K +284 +3%
TFA
581
Tobias Financial Advisors
Florida
$1.84M -$16.1K -81 -0.9%
AQR Capital Management
582
AQR Capital Management
Connecticut
$1.84M +$492K +2,484 +37%
Envestnet Portfolio Solutions
583
Envestnet Portfolio Solutions
Illinois
$1.84M +$5.55K +28 +0.3%
TCOV
584
Trust Company of Vermont
Vermont
$1.83M +$279K +1,410 +18%
OFP
585
OFC Financial Planning
New Jersey
$1.82M +$1.82M +9,177 New
TNBTD
586
Trustmark National Bank Trust Department
Mississippi
$1.81M +$1.98K +10 +0.1%
TWM
587
Topsail Wealth Management
North Carolina
$1.8M +$1.8M +9,071 New
CFO
588
CVA Family Office
Colorado
$1.8M -$6.14K -31 -0.3%
DSC
589
Duncker Streett & Co
Missouri
$1.8M -$35.3K -178 -2%
GRP
590
Global Retirement Partners
California
$1.79M +$34.9K +176 +2%
SWA
591
Stratos Wealth Advisors
Ohio
$1.77M -$61.4K -310 -3%
TPW
592
Talon Private Wealth
Florida
$1.77M +$1.19M +6,024 +209%
IAA
593
Independent Advisor Alliance
North Carolina
$1.76M +$1.76M +8,887 New
Empower Advisory Group
594
Empower Advisory Group
Colorado
$1.76M +$186K +939 +12%
MFIM
595
Mesirow Financial Investment Management
Illinois
$1.76M -$1.69M -8,534 -49%
GPA
596
Guidance Point Advisors
Massachusetts
$1.75M +$19.4K +98 +1%
TCOTS
597
Trust Company of the South
North Carolina
$1.75M +$789K +3,983 +82%
HVP
598
Hudson Value Partners
Florida
$1.74M +$113K +569 +7%
WBC
599
West Branch Capital
Massachusetts
$1.73M -$16.6K -84 -1%
BF
600
BOK Financial
Oklahoma
$1.72M +$52.7K +270 +3%