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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 %
GC
851
Gibson Capital
Pennsylvania
$540K +$9.86K +54 +2%
SOAG
852
Silver Oak Advisory Group
Oregon
$538K +$10K +55 +2%
IFPL
853
Investments & Financial Planning LLC
Kentucky
$534K -$183 -1 -0%
CWM
854
Collaborative Wealth Management
Florida
$533K -$163K -894 -23%
CAG
855
Crestwood Advisors Group
Massachusetts
$530K -$59.3K -325 -10%
JSL
856
JT Stratford LLC
Georgia
$529K +$107K +587 +25%
SPW
857
Sonoma Private Wealth
California
$525K +$4.56K +25 +0.9%
AFM
858
Abbot Financial Management
Massachusetts
$522K +$59.3K +325 +13%
TW
859
TrinityPoint Wealth
Connecticut
$522K
CTA
860
Camelot Technology Advisors
California
$520K
AHC
861
Anderson Hoagland & Co
Missouri
$519K
HIP
862
HUB Investment Partners
Texas
$519K +$1.46K +8 +0.3%
PFG
863
PAX Financial Group
Texas
$512K -$47.1K -258 -8%
GGI
864
Godsey & Gibb Inc
Virginia
$510K
Kovitz Investment Group Partners
865
Kovitz Investment Group Partners
Illinois
$509K +$15.2K +83 +3%
TMWM
866
Taylor & Morgan Wealth Management
Michigan
$507K -$54.2K -297 -10%
EFL
867
ERn Financial LLC
Wisconsin
$505K
AR
868
Apeiron RIA
Texas
$505K +$4.2K +23 +0.8%
MAM
869
MWA Asset Management
Massachusetts
$505K -$6.39K -35 -1%
EAM
870
Empirical Asset Management
Massachusetts
$505K +$505K +2,765 New
GWS
871
Glassman Wealth Services
Virginia
$504K -$17.9K -98 -3%
VCM
872
Vivaldi Capital Management
Illinois
$502K
CB
873
Centennial Bank
Arkansas
$502K
GT
874
Glenview Trust
Kentucky
$502K +$110K +601 +28%
RFG
875
RFP Financial Group
Georgia
$500K