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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 %
MSFS
726
Main Street Financial Solutions
Pennsylvania
$1.09M +$2.58K +13 +0.2%
TCA
727
Transcend Capital Advisors
New Jersey
$1.08M -$23.6K -119 -2%
CFGSD
728
Compass Financial Group (South Dakota)
South Dakota
$1.08M +$21.8K +110 +2%
BFA
729
Beacon Financial Advisory
Ohio
$1.08M +$3.17K +16 +0.3%
IFWM
730
Institute for Wealth Management
Colorado
$1.08M -$15.5K -78 -1%
CPRC
731
Consolidated Portfolio Review Corp
New York
$1.07M +$75.3K +380 +8%
PWA
732
Physician Wealth Advisors
Utah
$1.07M -$13.7K -69 -1%
WKWM
733
Walter & Keenan Wealth Management
Indiana
$1.07M +$537K +2,711 +101%
PIA
734
Perennial Investment Advisors
California
$1.07M -$45.2K -228 -4%
TCM
735
TruNorth Capital Management
Michigan
$1.07M -$4.16K -21 -0.4%
KCM
736
Kathmere Capital Management
Pennsylvania
$1.06M +$54.1K +273 +5%
LPT
737
Legacy Private Trust
Wisconsin
$1.06M +$286K +1,445 +37%
VWA
738
VSM Wealth Advisory
Maryland
$1.06M +$1.06M +5,344 New
BAMG
739
Brand Asset Management Group
Missouri
$1.06M +$7.53K +38 +0.7%
MFT
740
Moisand Fitzgerald Tamayo
Florida
$1.06M -$19K -96 -2%
CCM
741
Carlson Capital Management
Minnesota
$1.06M +$13.1K +66 +1%
MCM
742
MidAtlantic Capital Management
Virginia
$1.06M
EF
743
Empowered Funds
Pennsylvania
$1.05M
SFC
744
Strategic Financial Concepts
Texas
$1.04M +$77.1K +389 +8%
BIM
745
Baldwin Investment Management
Pennsylvania
$1.03M -$218K -1,100 -17%
ACP
746
Aveo Capital Partners
Colorado
$1.03M +$27K +136 +3%
IGGA
747
Iron Gate Global Advisors
Utah
$1.03M
BWM
748
BCS Wealth Management
Tennessee
$1.03M +$1.03M +5,197 New
FNBOMD
749
First National Bank of Mount Dora
Florida
$1.03M
CFS
750
Coordinated Financial Services
Colorado
$1.02M +$1.02M +5,162 New