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Vanguard Small-Cap Value ETF

1,374 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+147
Holders Change %
+11.98%
% of All Funds
20.14%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
219
Increased
500
Reduced
467
Closed
56
Calls
$31.7M
Puts
$6.14M
Net Calls
+$25.6M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
901
Peirce Capital Management
Texas
$490K +$490K +2,720 New
Kovitz Investment Group Partners
902
Kovitz Investment Group Partners
Illinois
$489K +$360 +2 +0.1%
Fisher Asset Management
903
Fisher Asset Management
Washington
$487K +$487K +2,704 New
CIC
904
Cutler Investment Counsel
Oregon
$484K -$354K -1,965 -42%
VCM
905
Vivaldi Capital Management
Illinois
$483K -$6.67K -38 -1%
QHA
906
Quarry Hill Advisors
Minnesota
$483K +$180 +1 +0%
AWM
907
Aviso Wealth Management
Washington
$483K +$483K +2,682 New
EFL
908
ERn Financial LLC
Wisconsin
$481K +$26.4K +152 +6%
RWI
909
Red Wave Investments
Pennsylvania
$480K
VCA
910
Verdence Capital Advisors
Maryland
$479K +$13.3K +74 +3%
GP
911
Greenline Partners
New York
$479K
Principal Financial Group
912
Principal Financial Group
Iowa
$478K +$192K +1,067 +67%
IAS
913
Insigneo Advisory Services
Florida
$474K +$76.8K +427 +19%
PCM
914
Pointe Capital Management
Michigan
$471K
GLA
915
Good Life Advisors
Pennsylvania
$470K +$52.9K +294 +13%
EWP
916
Elevation Wealth Partners
California
$467K +$78K +480 +20%
PA
917
Pinnacle Associates
New York
$464K +$61.7K +343 +15%
LWM
918
Lodestone Wealth Management
Washington
$462K -$41K -228 -8%
KP
919
Keel Point
Alabama
$460K -$4.14K -23 -0.9%
AR
920
Apeiron RIA
Texas
$456K +$29.5K +164 +7%
WTA
921
Washington Trust Advisors
Massachusetts
$455K -$105K -586 -19%
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$455K -$5.76K -32 -1%
IAG
923
Investmark Advisory Group
Connecticut
$450K +$173K +959 +62%
SWM
924
Selective Wealth Management
Virginia
$449K -$15.1K -86 -3%
NCM
925
Novare Capital Management
North Carolina
$447K