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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 %
PHS
901
Pekin Hardy Strauss
Illinois
$473K +$3.65K +20 +0.8%
VCM
902
Versant Capital Management
Arizona
$470K +$11K +60 +2%
LWM
903
Lodestone Wealth Management
Washington
$463K -$1.28K -7 -0.3%
SWM
904
Selective Wealth Management
Virginia
$462K
IAG
905
Investmark Advisory Group
Connecticut
$460K -$183 -1 -0%
HSA
906
HBK Sorce Advisory
Pennsylvania
$453K +$74.7K +409 +20%
LFAS
907
Level Four Advisory Services
Texas
$453K -$50.6K -277 -10%
DWM
908
Dakota Wealth Management
Florida
$451K +$51.7K +283 +13%
MWM
909
Modern Wealth Management
Kansas
$449K +$449K +2,460 New
Qube Research & Technologies (QRT)
910
Qube Research & Technologies (QRT)
United Kingdom
$446K +$446K +2,442 New
SWM
911
Seed Wealth Management
Illinois
$445K
AGC
912
Aspen Grove Capital
Colorado
$440K
DSA
913
Droms Strauss Advisors
Missouri
$440K +$2.74K +15 +0.6%
RRA
914
Round Rock Advisors
Connecticut
$439K -$505K -2,765 -53%
RI
915
Rinkey Investments
California
$437K -$98K -537 -18%
NFP
916
Narus Financial Partners
Utah
$436K -$52.6K -288 -11%
CFFNO
917
Common Fund For Nonprofit Organizations
Connecticut
$435K +$435K +2,384 New
VCM
918
Virtue Capital Management
Tennessee
$434K -$8.18K -42 -2%
SCA
919
STALEY CAPITAL ADVISERS
Pennsylvania
$433K -$115K -630 -21%
NAMNJ
920
NorthStar Asset Management (New Jersey)
New Jersey
$430K +$25.6K +140 +6%
ECG
921
EPIQ Capital Group
California
$429K
HCP
922
Hardin Capital Partners
South Carolina
$426K +$426K +2,336 New
PSB
923
Passumpsic Savings Bank
Vermont
$424K +$60.8K +333 +17%
SIC
924
Salem Investment Counselors
North Carolina
$423K -$2.94K -16 -0.7%
KCFA
925
Key Client Fiduciary Advisors
New Jersey
$422K +$2.19K +12 +0.5%