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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 %
SFP
701
Strategic Financial Partners
Oregon
$1.16M +$6.94K +35 +0.6%
LC
702
Lindbrook Capital
California
$1.16M
WA
703
Wealth Alliance
New York
$1.16M +$37.1K +187 +3%
ATWA
704
Arbor Trust Wealth Advisors
Michigan
$1.16M -$38.6K -195 -3%
SWM
705
Schwallier Wealth Management
Michigan
$1.16M -$59.1K -298 -5%
IA
706
Insight Advisors
Pennsylvania
$1.16M -$988 -5 -0.1%
WS
707
Wedbush Securities
California
$1.16M +$186K +936 +19%
QCG
708
Quadrant Capital Group
Ohio
$1.14M
MWG
709
Martin Worley Group
Utah
$1.14M +$1.14M +5,749 New
D
710
Dentgroup
Louisiana
$1.14M -$595 -3 -0.1%
MF
711
Meridian Financial
Massachusetts
$1.14M +$8.92K +45 +0.8%
MGWA
712
Monument Group Wealth Advisors
Massachusetts
$1.13M -$91.4K -461 -7%
Kayne Anderson Rudnick Investment Management
713
Kayne Anderson Rudnick Investment Management
California
$1.13M +$1M +5,058 +775%
LWM
714
LongView Wealth Management
Georgia
$1.12M -$49.5K -250 -4%
SAG
715
SageView Advisory Group
California
$1.12M +$254K +1,280 +29%
BI
716
Berkeley Inc
Idaho
$1.11M -$1.13M -5,717 -50%
CCG
717
Chatham Capital Group
Georgia
$1.11M -$23.8K -120 -2%
KWMG
718
King Wealth Management Group
Florida
$1.11M +$73K +368 +7%
PB
719
Prime Buchholz
New Hampshire
$1.1M +$1.1M +5,548 New
T
720
Transce3nd
Texas
$1.1M +$1.1M +5,537 New
GIA
721
GHP Investment Advisors
Colorado
$1.1M -$1.78K -9 -0.2%
RPGK
722
Retirement Planning Group (Kansas)
Kansas
$1.1M -$456K -2,300 -29%
OWA
723
Octavia Wealth Advisors
Ohio
$1.1M -$48.8K -246 -4%
FIG
724
FSA Investment Group
Florida
$1.09M +$1.09M +5,472 New
MWM
725
Meritas Wealth Management
California
$1.09M +$198 +1 +0%