VBR icon

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 %
AWM
926
Ariadne Wealth Management
California
$422K +$422K +2,300 New
RWA
927
Rooted Wealth Advisors
Illinois
$422K -$15.8K -82 -4%
RI
928
Ridgewood Investments
New Jersey
$422K +$42.5K +233 +11%
ERIC
929
Eagle Rock Investment Company
Georgia
$421K +$6.02K +33 +1%
BCA
930
Ballentine Capital Advisors
South Carolina
$415K -$1.28K -7 -0.3%
FTUS
931
Flow Traders U.S.
New York
$414K -$351K -1,921 -46%
CPWM
932
Cypress Point Wealth Management
Texas
$413K
WTC
933
WhitTier Trust Company
Nevada
$411K -$159K -870 -28%
MPCL
934
My Personal CFO LLC
Washington
$409K -$13.1K -72 -3%
VCP
935
Vista Capital Partners
Oregon
$408K -$34.1K -187 -8%
WTA
936
Washington Trust Advisors
Massachusetts
$406K -$55.3K -303 -12%
AIM
937
AMI Investment Management
Indiana
$406K
SC
938
Stephens Consulting
Michigan
$405K -$26.6K -146 -6%
IA
939
Inspire Advisors
Idaho
$402K -$115K -632 -22%
CP
940
Camelot Portfolios
Ohio
$398K +$14.2K +78 +4%
WJWM
941
Williams Jones Wealth Management
New York
$398K
SAM
942
SignalPoint Asset Management
Missouri
$397K +$913 +5 +0.2%
FF
943
Financial Futures
New Jersey
$393K -$5.66K -31 -1%
PI
944
PFG Investments
New York
$392K -$805K -4,411 -67%
DP
945
Dearborn Partners
Illinois
$391K -$57.1K -313 -13%
SWP
946
Summit Wealth Partners
Florida
$390K -$4.38K -24 -1%
VA
947
Valmark Advisers
Ohio
$390K +$35.8K +196 +10%
PA
948
Procyon Advisors
Connecticut
$389K +$14.1K +77 +4%
PWW
949
Pettyjohn Wood & White
Virginia
$387K
OFS
950
Oldfather Financial Services
Nebraska
$383K -$29K -159 -7%