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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 %
PCM
626
Parsons Capital Management
Rhode Island
$1.24M +$64.6K +354 +5%
ATI
627
ARK & TLK Investments
Oklahoma
$1.24M -$2.37K -13 -0.2%
CNBT
628
Canandaigua National Bank & Trust
New York
$1.24M +$1.24M +6,789 New
FB
629
Fulton Bank
Pennsylvania
$1.24M +$173K +950 +16%
FA
630
Fiducient Advisors
Illinois
$1.23M +$1.23M +6,704 New
LSA
631
Lion Street Advisors
Texas
$1.22M -$40K -219 -3%
RFS
632
Richardson Financial Services
Massachusetts
$1.21M +$20.8K +114 +2%
Lido Advisors
633
Lido Advisors
California
$1.21M -$28.8K -157 -2%
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$1.2M +$152K +831 +14%
OWA
635
Octavia Wealth Advisors
Ohio
$1.2M -$170K -924 -12%
AWA
636
Arkadios Wealth Advisors
Georgia
$1.2M -$2.71M -14,863 -69%
LFA
637
Level Financial Advisors
New York
$1.2M +$8.21K +45 +0.7%
DAS
638
Dynamic Advisor Solutions
Arizona
$1.19M -$166K -908 -12%
BIM
639
Baldwin Investment Management
Pennsylvania
$1.19M -$1.28K -7 -0.1%
BCA
640
Bay Colony Advisors
Massachusetts
$1.18M -$80.1K -439 -6%
TC
641
Trust Company
Kansas
$1.18M -$5.48K -30 -0.5%
AA
642
Alesco Advisors
New York
$1.18M
DAS
643
Diversify Advisory Services
Utah
$1.17M +$118K +657 +11%
PSF
644
Pacific Sun Financial
California
$1.17M -$45.6K -250 -4%
FA
645
Fermata Advisors
California
$1.17M +$3.65K +20 +0.3%
JC
646
Jentner Corp
Ohio
$1.16M -$4.56K -25 -0.4%
BTI
647
Blue Trust Inc
Georgia
$1.16M +$628K +3,272 +118%
CCM
648
Condor Capital Management
New Jersey
$1.16M +$8.76K +48 +0.8%
HCM
649
Hall Capital Management
Rhode Island
$1.16M +$29.8K +163 +3%
AIA
650
Alera Investment Advisors
Illinois
$1.15M +$13K +71 +1%