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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 %
GIA
676
GHP Investment Advisors
Colorado
$1.03M +$3.1K +17 +0.3%
BFA
677
Beacon Financial Advisory
Ohio
$1.03M
SWRP
678
Summit Wealth & Retirement Planning
California
$1.03M +$36K +197 +4%
BMCM
679
Burns Matteson Capital Management
New York
$1.02M -$210K -1,152 -17%
KWMG
680
King Wealth Management Group
Florida
$1.02M -$13.3K -73 -1%
CT
681
Colonial Trust
South Carolina
$1.02M +$755K +4,134 +282%
CCA
682
Clarity Capital Advisors
Florida
$1.02M +$4.2K +23 +0.4%
PIA
683
Perennial Investment Advisors
California
$1.02M -$30.5K -167 -3%
MFT
684
Moisand Fitzgerald Tamayo
Florida
$1.01M -$2.01K -11 -0.2%
IFWM
685
Institute for Wealth Management
Colorado
$1.01M +$6.02K +33 +0.6%
MWM
686
Meritas Wealth Management
California
$1.01M -$3.1K -17 -0.3%
OC
687
Oppenheimer & Co
New York
$1.01M +$46.5K +255 +5%
BWP
688
BSW Wealth Partners
Colorado
$1,000K +$87.8K +481 +10%
JCM
689
Jacobi Capital Management
Pennsylvania
$995K -$32.3K -177 -3%
KAM
690
KEB Asset Management
Illinois
$988K -$124K -682 -11%
TCM
691
TruNorth Capital Management
Michigan
$986K +$745K +4,080 +308%
CFGSD
692
Compass Financial Group (South Dakota)
South Dakota
$982K +$45.8K +251 +5%
BAMG
693
Brand Asset Management Group
Missouri
$979K +$44.4K +243 +5%
IAS
694
Insigneo Advisory Services
Florida
$969K +$434K +2,375 +81%
MF
695
Meridian Financial
Massachusetts
$967K +$6.39K +35 +0.7%
EF
696
Empowered Funds
Pennsylvania
$964K -$16.3M -89,414 -94%
NW
697
NewEdge Wealth
Pennsylvania
$964K -$2.32M -12,700 -71%
WA
698
Wealth Alliance
New York
$963K +$42.9K +235 +5%
CCM
699
Carlson Capital Management
Minnesota
$962K -$67.2K -368 -7%
VAG
700
Vannoy Advisory Group
Texas
$958K -$3.1K -17 -0.3%