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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 %
PWA
701
Physician Wealth Advisors
Utah
$958K +$196 +1 +0%
AWA
702
Arete Wealth Advisors
Illinois
$957K +$957K +5,269 New
WS
703
Wedbush Securities
California
$954K -$41.6K -228 -4%
KA
704
Klingman & Associates
New York
$951K -$11.3K -62 -1%
FNBOMD
705
First National Bank of Mount Dora
Florida
$948K
IGGA
706
Iron Gate Global Advisors
Utah
$944K
Tudor Investment Corp
707
Tudor Investment Corp
Connecticut
$942K +$942K +5,163 New
SAG
708
SageView Advisory Group
California
$942K -$84.9M -465,132 -99%
CFS
709
Coordinated Financial Services
Colorado
$932K -$365 -2 -0%
KCM
710
Kathmere Capital Management
Pennsylvania
$931K -$730 -4 -0.1%
MCM
711
MidAtlantic Capital Management
Virginia
$931K
ACP
712
Aveo Capital Partners
Colorado
$927K -$7.85K -43 -0.8%
HPFG
713
Hart & Patterson Financial Group
Massachusetts
$923K +$42K +230 +5%
CSIA
714
Conrad Siegel Investment Advisors
Pennsylvania
$913K -$144K -787 -14%
SIA
715
Schechter Investment Advisors
Michigan
$911K +$14.8K +81 +2%
CPRC
716
Consolidated Portfolio Review Corp
New York
$909K +$63.7K +349 +8%
FDDB
717
Fidelity D&D Bancorp
Pennsylvania
$908K
MA
718
Montag & Associates
Georgia
$908K
GGS
719
Galvin Gaustad & Stein
Arizona
$907K -$5.29K -29 -0.6%
HA
720
HFG Advisors
Ohio
$906K -$106K -580 -10%
DWS
721
Discipline Wealth Solutions
South Carolina
$906K +$495K +2,714 +121%
LFG
722
Larson Financial Group
Missouri
$900K +$141K +774 +19%
WFPG
723
Waller Financial Planning Group
Ohio
$900K +$20.1K +110 +2%
GIM
724
Goelzer Investment Management
Indiana
$890K -$2.01K -11 -0.2%
TCOTS
725
Trust Company of the South
North Carolina
$886K