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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 %
DI
751
Disciplined Investments
Oklahoma
$792K +$6.02K +33 +0.8%
CGL
752
Clarius Group LLC
Washington
$785K +$85.1K +466 +12%
KNFPWM
753
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$785K -$186K -1,021 -19%
CHC
754
City Holding Co
West Virginia
$784K -$3.83K -21 -0.5%
TWP
755
Tyche Wealth Partners
Texas
$782K
WH
756
Willner & Heller
California
$777K -$12K -66 -2%
DWA
757
Dougherty Wealth Advisers
Minnesota
$776K
NRG
758
Nemes Rush Group
Michigan
$769K -$23.4K -128 -3%
JCIA
759
Jackson Creek Investment Advisors
Colorado
$766K +$61.3K +336 +9%
MWM
760
Mission Wealth Management
California
$765K -$115K -630 -13%
D
761
Diversified
Delaware
$765K +$202K +1,109 +36%
WIC
762
Woodmont Investment Counsel
Tennessee
$763K -$135K -742 -15%
AMM
763
American Money Management
California
$761K -$5.84K -32 -0.8%
BWM
764
BKM Wealth Management
Wisconsin
$755K +$76.1K +417 +11%
HWM
765
Hemington Wealth Management
Virginia
$737K -$107K -586 -13%
WQ
766
Wealth Quarterback
New Jersey
$736K -$131K -719 -15%
CTA
767
Chesley Taft & Associates
Illinois
$735K -$45.6K -250 -6%
HSBC Holdings
768
HSBC Holdings
United Kingdom
$734K +$410K +2,248 +127%
PFBT
769
Parkside Financial Bank & Trust
Missouri
$720K +$325K +1,780 +82%
Fisher Asset Management
770
Fisher Asset Management
Washington
$717K +$438K +2,399 +157%
EFG
771
Embree Financial Group
Illinois
$716K -$15.2K -83 -2%
LPT
772
Legacy Private Trust
Wisconsin
$714K +$118K +645 +20%
ACM
773
Armbruster Capital Management
New York
$713K -$48.2K -264 -6%
PPA
774
Painted Porch Advisors
California
$712K +$1.28K +7 +0.2%
KA
775
Kovack Advisors
Florida
$711K -$3.47K -19 -0.5%