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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 %
BWM
801
BKM Wealth Management
Wisconsin
$865K -$15.9K -80 -2%
SIA
802
Soltis Investment Advisors
Utah
$862K +$169K +851 +24%
UF
803
Univest Financial
Pennsylvania
$862K -$88.2K -445 -9%
CCM
804
Cambridge Capital Management
Illinois
$859K +$412K +2,081 +92%
OC
805
Oppenheimer & Co
New York
$858K -$62.8K -317 -7%
NRG
806
Nemes Rush Group
Michigan
$851K +$3.17K +16 +0.4%
TWP
807
Tyche Wealth Partners
Texas
$849K
RWM
808
Revisor Wealth Management
Ohio
$846K +$339K +1,693 +67%
IA
809
IFG Advisors
Missouri
$844K +$97.5K +492 +13%
MA
810
Mezzasalma Advisors
New Jersey
$842K +$842K +4,251 New
DWA
811
Dougherty Wealth Advisers
Minnesota
$842K
SCM
812
Spreng Capital Management
Ohio
$836K +$68.6K +346 +9%
USCWA
813
U.S. Capital Wealth Advisors
Texas
$832K +$121K +612 +17%
CGL
814
Clarius Group LLC
Washington
$832K
CIBC World Market
815
CIBC World Market
Ontario, Canada
$823K +$49.2K +248 +6%
LSA
816
Lion Street Advisors
Texas
$818K -$52.5K -265 -6%
DE
817
Diversified Enterprises
Delaware
$815K -$19K -96 -2%
WI
818
WrapManager Inc
California
$815K +$18.6K +94 +2%
WH
819
Willner & Heller
California
$814K -$43K -217 -5%
SFPG
820
Stonebridge Financial Planning Group
Florida
$814K +$188K +950 +30%
GLLW
821
Graves Light Lenhart Wealth
Virginia
$811K +$42.6K +215 +6%
PPA
822
Painted Porch Advisors
California
$811K +$7.73K +39 +1%
Neuberger Berman Group
823
Neuberger Berman Group
New York
$810K -$14.9K -75 -2%
JCIA
824
Jackson Creek Investment Advisors
Colorado
$808K +$10.5K +53 +1%
FF
825
Friday Financial
Iowa
$802K +$802K +4,048 New