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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 %
ECG
601
Edge Capital Group
Georgia
$1.4M -$68.1K -373 -5%
GVAG
602
Great Valley Advisor Group
Delaware
$1.39M +$68.6K +376 +5%
NDSI
603
Newman Dignan & Sheerar Inc
Rhode Island
$1.38M -$46.5K -255 -3%
NCTC
604
New Covenant Trust Company
Indiana
$1.38M -$17.1K -89 -1%
EE
605
EWG Elevate
California
$1.37M +$167K +914 +14%
BWM
606
BigSur Wealth Management
Florida
$1.37M
MA
607
Mutual Advisors
Nebraska
$1.36M +$38.5K +196 +3%
KWM
608
Kingsview Wealth Management
Oregon
$1.36M +$61.5K +337 +5%
GA
609
GFS Advisors
Texas
$1.34M +$520K +4,658 +63%
PWMG
610
Pioneer Wealth Management Group
Texas
$1.33M -$132K -721 -9%
MPW
611
MGO Private Wealth
California
$1.33M -$37.1K -203 -3%
WFAG
612
Wescott Financial Advisory Group
Pennsylvania
$1.33M +$365K +2,002 +38%
CD
613
Chapin Davis
Maryland
$1.32M -$40.7K -223 -3%
CMBA
614
C.M. Bidwell & Associates
Hawaii
$1.32M -$183 -1 -0%
BEAM
615
Baker Ellis Asset Management
Washington
$1.32M
MC
616
Matisse Capital
Oregon
$1.32M
RTL
617
Red Tortoise LLC
Georgia
$1.32M -$13.5K -74 -1%
BP
618
Ballentine Partners
Massachusetts
$1.31M +$268K +1,468 +26%
1IA
619
1834 Investment Advisors
Wisconsin
$1.29M +$75.9K +416 +6%
LWM
620
Liberty Wealth Management
California
$1.29M +$954K +19,493 +288%
SWM
621
Sagace Wealth Management
Florida
$1.28M +$1.28M +6,619 New
CFGS
622
Concourse Financial Group Securities
Alabama
$1.28M -$102K -555 -7%
CPP
623
Capasso Planning Partners
South Carolina
$1.27M +$692K +3,789 +119%
BOH
624
Bank of Hawaii
Hawaii
$1.27M +$387K +2,120 +44%
FHC
625
Forest Hill Capital
Arkansas
$1.26M