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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 %
AA
676
Alesco Advisors
New York
$1.28M
Lido Advisors
677
Lido Advisors
California
$1.27M +$53.3K +269 +4%
PSF
678
Pacific Sun Financial
California
$1.26M -$3.96K -20 -0.3%
SIC
679
Sage Investment Counsel
Tennessee
$1.26M +$1.26M +6,346 New
CCM
680
Condor Capital Management
New Jersey
$1.25M +$5.15K +26 +0.4%
LFA
681
Level Financial Advisors
New York
$1.23M -$21.4K -108 -2%
JC
682
Jentner Corp
Ohio
$1.23M -$39.4K -199 -3%
Wellington Management Group
683
Wellington Management Group
Massachusetts
$1.23M
AA
684
Aire Advisors
California
$1.23M -$24K -121 -2%
TDWM
685
Topel & Distasi Wealth Management
California
$1.22M
SFM
686
Systematic Financial Management
New Jersey
$1.21M +$1.2M +6,076 +16,878%
CCA
687
Clarity Capital Advisors
Florida
$1.21M +$6.74K +34 +0.6%
BTI
688
Blue Trust Inc
Georgia
$1.21M -$51.7K -261 -4%
NCTC
689
New Covenant Trust Company
Indiana
$1.21M -$215K -1,087 -15%
BWP
690
BSW Wealth Partners
Colorado
$1.2M +$101K +508 +9%
WFAG
691
Wescott Financial Advisory Group
Pennsylvania
$1.2M -$173K -872 -13%
AWA
692
Arete Wealth Advisors
Illinois
$1.2M +$206K +1,038 +21%
AIA
693
Arbor Investment Advisors
North Carolina
$1.2M +$595 +3 +0%
DFG
694
Dynamic Financial Group
Iowa
$1.19M +$1.19M +6,021 New
RFG
695
RFP Financial Group
Georgia
$1.19M +$648K +3,272 +119%
DWS
696
Discipline Wealth Solutions
South Carolina
$1.19M -$130K -657 -10%
SIA
697
Schechter Investment Advisors
Michigan
$1.19M -$3.17K -16 -0.3%
NPFS
698
Novak & Powell Financial Services
Florida
$1.18M +$656K +3,309 +125%
CPA
699
Clear Point Advisors
New York
$1.17M +$1.98K +10 +0.2%
VA
700
Valmark Advisers
Ohio
$1.17M -$1.03M -5,205 -47%