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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 %
EW
851
Elyxium Wealth
California
$731K +$339K +1,711 +87%
MPW
852
Magnolia Private Wealth
Pennsylvania
$730K +$730K +3,686 New
PWP
853
Precedent Wealth Partners
Texas
$730K +$34.1K +172 +5%
VWA
854
Visionary Wealth Advisors
Illinois
$729K -$15.1K -76 -2%
HSA
855
HBK Sorce Advisory
Pennsylvania
$726K +$95.1K +480 +15%
KWA
856
Kingswood Wealth Advisors
California
$717K -$175K -884 -20%
LPP
857
Life Planning Partners
Florida
$713K
APIM
858
Agate Pass Investment Management
Washington
$709K
KNFPWM
859
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$708K -$47K -237 -6%
MP
860
McDonald Partners
Ohio
$707K
AGC
861
Aspen Grove Capital
Colorado
$707K +$231K +1,166 +49%
Franklin Resources
862
Franklin Resources
California
$707K +$9.91K +50 +1%
PPW
863
Parcion Private Wealth
Washington
$704K
WC
864
Westhampton Capital
North Carolina
$702K +$123K +620 +21%
BCM
865
Becker Capital Management
Oregon
$694K
OHWA
866
Oak Hill Wealth Advisors
Virginia
$692K +$692K +3,494 New
BFG
867
Bleakley Financial Group
New Jersey
$691K +$142K +716 +26%
KA
868
Klingman & Associates
New York
$689K -$344K -1,734 -33%
MCA
869
Magnolia Capital Advisors
Mississippi
$689K +$689K +3,476 New
PHS
870
Pekin Hardy Strauss
Illinois
$687K -$17.8K -90 -3%
MWP
871
Madison Wealth Partners
Wisconsin
$684K -$15.1K -76 -2%
HCP
872
Hexagon Capital Partners
Arkansas
$682K -$44.4K -224 -6%
TAM
873
Townsend Asset Management
North Carolina
$681K +$108K +547 +19%
AFA
874
Atlas Financial Advisors
California
$676K +$676K +3,410 New
LW
875
Libra Wealth
California
$675K