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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 %
CIBC World Market
776
CIBC World Market
Ontario, Canada
$709K +$23.9K +131 +3%
Franklin Resources
777
Franklin Resources
California
$707K +$262K +1,438 +59%
AFG
778
Altiora Financial Group
Ohio
$705K -$183 -1 -0%
RPGK
779
Retirement Planning Group (Kansas)
Kansas
$705K -$119K -652 -14%
SB
780
Strategic Blueprint
Georgia
$702K +$9.13K +50 +1%
HCP
781
Hexagon Capital Partners
Arkansas
$701K -$12.8K -70 -2%
GLLW
782
Graves Light Lenhart Wealth
Virginia
$700K +$25.6K +142 +4%
NP
783
NorthRock Partners
Minnesota
$698K +$114K +622 +20%
AWP
784
Accretive Wealth Partners
New Jersey
$697K -$16.2K -89 -2%
TL
785
Tradewinds LLC
North Carolina
$697K +$697K +3,816 New
AIM
786
Anchor Investment Management
South Carolina
$695K -$88.9K -487 -11%
GIA
787
Gladstone Institutional Advisory
Florida
$693K +$40K +219 +6%
IP
788
Intellectus Partners
California
$691K
CWC
789
Carolinas Wealth Consulting
North Carolina
$690K +$183 +1 +0%
TI
790
Trexquant Investment
Connecticut
$687K +$687K +3,766 New
VWA
791
Visionary Wealth Advisors
Illinois
$686K -$38.1K -209 -5%
QFA
792
Quantum Financial Advisors
California
$685K
IA
793
IFG Advisors
Missouri
$682K
CJ
794
Caitlin John
Michigan
$680K -$365 -2 -0.1%
PWP
795
Precedent Wealth Partners
Texas
$679K -$548 -3 -0.1%
GFL
796
Granite FO LLC
New Hampshire
$678K +$183 +1 +0%
RVPG
797
Relative Value Partners Group
$677K -$8.68M -47,543 -93%
LSPW
798
Lake Street Private Wealth
Illinois
$677K
LPP
799
Life Planning Partners
Florida
$677K
GC
800
Grimes & Company
Massachusetts
$674K +$3.1K +17 +0.5%