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Vanguard Small-Cap Value ETF

1,373 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 218 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

Holders
1,373
Holders Change
+146
Holders Change %
+11.9%
% of All Funds
20.13%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
218
Increased
500
Reduced
467
Closed
56
Calls
$31.7M
Puts
$6.14M
Net Calls
+$25.6M
Net Calls Change
+$19M
Name Market Value Shares Shares
Change
Shares
Change %
SI
76
Stephens Inc
Arkansas
$35.2M 195,584 -8,510 -4%
APG
77
Abacus Planning Group
South Carolina
$35.1M 195,028 +2,631 +1%
SF
78
Summit Financial
New Jersey
$34.9M 193,647 -3,663 -2%
GFA
79
Gallagher Fiduciary Advisors
Illinois
$34.3M 190,829 -6,291 -3%
2L
80
25 LLC
Missouri
$31.9M 177,212 +5,222 +3%
SFP
81
Shepherd Financial Partners
Massachusetts
$30.7M 170,550 +6,536 +4%
Corient Private Wealth
82
Corient Private Wealth
Florida
$30.7M 170,413 +40,638 +31%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$28.9M 160,319 -1,291 -0.8%
SWA
84
Strategies Wealth Advisors
Michigan
$26.9M 149,310 +6,034 +4%
CT
85
Coastline Trust
Rhode Island
$26.3M 146,129 +5,075 +4%
US Bancorp
86
US Bancorp
Minnesota
$26.2M 145,360 -20,117 -12%
NA
87
NewEdge Advisors
Louisiana
$25.6M 143,301 +10,752 +8%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$25.5M 141,846 +3,927 +3%
Comerica Bank
89
Comerica Bank
Texas
$25M 138,879 +2,501 +2%
AMG
90
Asset Management Group
Connecticut
$24.8M 138,046 -964 -0.7%
Prudential Financial
91
Prudential Financial
New Jersey
$24.6M 136,608 -12,643 -8%
MPM
92
MBB Public Markets
Illinois
$24.6M 136,543 -50,471 -27%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$24.4M 135,320 +5,296 +4%
WA
94
Wealth Architects
California
$24.3M 134,867 -714 -0.5%
MAM
95
Marotta Asset Management
Virginia
$24.1M 134,058 -177 -0.1%
NQWM
96
Northwest Quadrant Wealth Management
Oregon
$23M 127,675 -148 -0.1%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$22.8M 126,832 -2,415 -2%
AWM
98
AE Wealth Management
Kansas
$22.5M 126,279 +4,720 +4%
BCIM
99
Bishop & Co Investment Management
Pennsylvania
$22.2M 123,383 +123,383 New
SIM
100
Studio Investment Management
Illinois
$21.6M 120,055 -1,040 -0.9%