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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 %
BEAM
651
Baker Ellis Asset Management
Washington
$1.43M
CW
652
Cooksen Wealth
Texas
$1.43M -$36.5K -184 -2%
CMBA
653
C.M. Bidwell & Associates
Hawaii
$1.43M -$6.94K -35 -0.5%
BP
654
Ballentine Partners
Massachusetts
$1.42M
AWA
655
Arkadios Wealth Advisors
Georgia
$1.42M +$74.5K +376 +6%
1IA
656
1834 Investment Advisors
Wisconsin
$1.41M -$154K -779 -10%
IWC
657
Infinity Wealth Counsel
Ohio
$1.39M +$1.39M +7,000 New
FHC
658
Forest Hill Capital
Arkansas
$1.37M
BOH
659
Bank of Hawaii
Hawaii
$1.37M -$44.8K -226 -3%
RSWM
660
Robertson Stephens Wealth Management
California
$1.36M -$5.15K -26 -0.4%
QCM
661
Quantinno Capital Management
New York
$1.34M +$536K +2,704 +66%
FB
662
Fulton Bank
Pennsylvania
$1.34M
IAS
663
Insigneo Advisory Services
Florida
$1.33M +$257K +1,297 +24%
WSFS
664
Wilmington Savings Fund Society
Delaware
$1.33M +$20K +101 +2%
ATI
665
ARK & TLK Investments
Oklahoma
$1.33M
AW
666
Alteri Wealth
California
$1.33M +$1.33M +6,713 New
RFS
667
Richardson Financial Services
Massachusetts
$1.32M +$5.34K +27 +0.4%
MFF
668
Michels Family Financial
Texas
$1.32M +$1.32M +6,670 New
PBF
669
Petix & Botte Financial
California
$1.32M -$112K -563 -8%
BCA
670
Bay Colony Advisors
Massachusetts
$1.32M +$34.3K +173 +3%
CFGS
671
Concourse Financial Group Securities
Alabama
$1.32M -$55.1K -267 -4%
LFAS
672
Level Four Advisory Services
Texas
$1.31M +$3.57K +18 +0.3%
RFP
673
Root Financial Partners
California
$1.31M +$897K +4,524 +216%
HCM
674
Hall Capital Management
Rhode Island
$1.3M +$1.3M +6,577 New
TSMHT
675
Thurston Springer Miller Herd & Titak
Indiana
$1.28M +$957K +4,826 +291%