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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 %
JWM
876
JPL Wealth Management
Colorado
$673K +$673K +3,394 New
MAM
877
McLean Asset Management
Virginia
$672K -$44K -222 -6%
CFG
878
Citizens Financial Group
Rhode Island
$672K +$12.9K +65 +2%
LWMNY
879
Landmark Wealth Management (New York)
New York
$665K -$19.4K -98 -3%
MAG
880
Mayfair Advisory Group
Alabama
$664K +$244K +1,233 +58%
WIC
881
Woodmont Investment Counsel
Tennessee
$663K -$37.3K -188 -5%
TC
882
Trilogy Capital
California
$662K +$1.59K +8 +0.2%
FH
883
Financial Harvest
Florida
$659K +$659K +3,325 New
WCM
884
Winebrenner Capital Management
Kentucky
$659K +$659K +3,323 New
PCP
885
Proficio Capital Partners
Massachusetts
$656K
CA
886
Continuum Advisory
Idaho
$655K +$9.71K +49 +2%
OCM
887
Objective Capital Management
Ohio
$654K -$48.6K -245 -7%
CAM
888
Cozad Asset Management
Illinois
$653K -$49.3K -249 -7%
BTWM
889
Brass Tax Wealth Management
Ohio
$652K +$1.19K +6 +0.2%
SG
890
StoneX Group
New York
$652K +$652K +3,289 New
ECM
891
Evergreen Capital Management
Washington
$650K
BFC
892
Bedel Financial Consulting
Indiana
$649K +$3.69K +18 +0.6%
QCM
893
QRG Capital Management
Illinois
$648K +$133K +669 +26%
AFM
894
Abbot Financial Management
Massachusetts
$646K +$34.9K +176 +6%
EB
895
Exchange Bank
California
$645K +$396 +2 +0.1%
BB
896
Busey Bank
Illinois
$644K
VFPW
897
Vantage Financial Partners (Wisconsin)
Wisconsin
$644K -$195K -982 -23%
MFG
898
MidWestOne Financial Group
Iowa
$644K -$225K -1,133 -26%
AWP
899
Axis Wealth Partners
Rhode Island
$643K +$643K +3,246 New
RWM
900
Rockwood Wealth Management
Pennsylvania
$643K +$31.4K +159 +5%