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Vanguard Small-Cap Value ETF

1,573 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, 455 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+153
Holders Change %
+10.77%
% of All Funds
20.94%
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
455
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 %
BF
601
BOK Financial
Oklahoma
$1.72M +$52.7K +270 +3%
KWM
602
Kingsview Wealth Management
Oregon
$1.71M +$40.6K +205 +2%
PA
603
Probity Advisors
Texas
$1.71M -$210K -1,061 -11%
NFG
604
Nations Financial Group
Iowa
$1.71M -$18.8K -95 -1%
CAG
605
Csenge Advisory Group
Florida
$1.7M -$108K -544 -6%
MSWMA
606
Market Street Wealth Management Advisors
Indiana
$1.7M
PCMC
607
Paragon Capital Management (Colorado)
Colorado
$1.69M +$8.13K +41 +0.5%
MWM
608
Mascagni Wealth Management
Mississippi
$1.69M +$1.69M +9,084 New
CCA
609
Cadent Capital Advisors
Oklahoma
$1.69M +$19.4K +98 +1%
CSB
610
City State Bank
Iowa
$1.68M -$44.4K -224 -3%
PWM
611
PBMares Wealth Management
Virginia
$1.68M +$28.1K +142 +2%
MSWM
612
McGlone Suttner Wealth Management
Wisconsin
$1.67M +$155K +783 +10%
CWAG
613
Compton Wealth Advisory Group
Virginia
$1.67M
GBT
614
Grove Bank & Trust
Florida
$1.67M +$12.7K +64 +0.8%
Victory Capital Management
615
Victory Capital Management
Texas
$1.67M
CAL
616
Capital Analysts LLC
Pennsylvania
$1.66M -$508K -2,563 -23%
FFN
617
Focus Financial Network
Minnesota
$1.65M +$75.1K +379 +5%
UWM
618
USAdvisors Wealth Management
Minnesota
$1.65M +$1.65M +8,310 New
PCM
619
Parsons Capital Management
Rhode Island
$1.63M +$595 +3 +0%
DB
620
Dravo Bay
Delaware
$1.62M +$163K +821 +11%
I
621
InvesTrust
Oklahoma
$1.62M +$1.62M +8,173 New
PD
622
Planning Directions
Pennsylvania
$1.59M -$75.1K -379 -5%
WIP
623
WealthCare Investment Partners
Rhode Island
$1.58M -$85.3K -432 -5%
ECG
624
Edge Capital Group
Georgia
$1.57M +$47.6K +240 +3%
BCG
625
Breakwater Capital Group
New Jersey
$1.57M -$61.8K -312 -4%