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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 %
BIA
951
Bell Investment Advisors
California
$381K +$48.7K +267 +15%
WFA
952
West Financial Advisors
Iowa
$379K +$21K +115 +6%
CWM
953
Cahill Wealth Management
Michigan
$378K
DWMS
954
Dominguez Wealth Management Solutions
Virginia
$378K -$7.3K -40 -2%
PB
955
Pinnacle Bancorp
Nebraska
$376K +$4.56K +25 +1%
PWM
956
Provident Wealth Management
Tennessee
$375K +$310K +1,700 +476%
BC
957
Burney Company
Virginia
$374K -$15.3K -84 -4%
KF
958
KKM Financial
Illinois
$374K
SAI
959
Savvy Advisors Inc
New York
$373K -$56.9K -312 -13%
VPIM
960
Vanguard Personalized Indexing Management
California
$370K
SDJVC
961
St. Denis J. Villere & Co
Louisiana
$369K
GHAM
962
Gilman Hill Asset Management
Connecticut
$368K -$156K -855 -30%
AI
963
Accredited Investors
Minnesota
$368K
DCM
964
DGS Capital Management
New Jersey
$366K +$8.76K +48 +2%
RG
965
Rathbones Group
United Kingdom
$365K
BAM
966
Bosun Asset Management
Illinois
$365K
AIM
967
Athena Investment Management
California
$365K
STA
968
Summit Trail Advisors
New York
$365K +$23.9K +130 +7%
SAM
969
Silvercrest Asset Management
New York
$363K +$18.4K +101 +5%
PA
970
Pinnacle Associates
New York
$362K +$32.1K +176 +10%
FCH
971
Freestone Capital Holdings
Washington
$362K -$13.7K -75 -4%
AWM
972
Angeles Wealth Management
California
$361K
SWA
973
Sax Wealth Advisors
New Jersey
$360K -$86K -471 -19%
KP
974
Keel Point
Alabama
$360K -$19.4K -103 -5%
EPM
975
Elm Partners Management
Pennsylvania
$360K