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Vanguard Small-Cap Value ETF

1,367 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
Holding in Top 10
118
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.35%
% of All Funds
1.71%
New
86
Increased
528
Reduced
523
Closed
73
Calls
$11.3M
Puts
$3.55M
Net Calls
+$7.77M
Net Calls Change
-$17.8M
Name Market Value Shares Shares
Change
Shares
Change %
SI
76
Stephens Inc
Arkansas
$38.1M 198,445 +2,861 +1%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$37.6M 195,757 -36,148 -16%
SF
78
Summit Financial
New Jersey
$36.7M 191,517 -2,130 -1%
GFA
79
Gallagher Fiduciary Advisors
Illinois
$36.1M 188,093 -2,736 -1%
SFP
80
Shepherd Financial Partners
Massachusetts
$36.1M 188,077 +17,527 +10%
WPW
81
Waldron Private Wealth
Pennsylvania
$35.5M 185,177 -15,790 -8%
2L
82
25 LLC
Missouri
$33.6M 175,086 -2,126 -1%
Corient Private Wealth
83
Corient Private Wealth
Florida
$32.5M 169,117 -1,296 -0.8%
SWA
84
Strategies Wealth Advisors
Michigan
$30.9M 160,802 +11,492 +8%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$30.7M 159,775 +50,482 +46%
NA
86
NewEdge Advisors
Louisiana
$28.1M 146,202 +2,901 +2%
CT
87
Coastline Trust
Rhode Island
$27.2M 141,659 -4,470 -3%
AMG
88
Asset Management Group
Connecticut
$26.6M 138,729 +683 +0.5%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$26.6M 138,715 +3,395 +3%
US Bancorp
90
US Bancorp
Minnesota
$26.4M 137,675 -7,685 -5%
Comerica Bank
91
Comerica Bank
Texas
$26.3M 136,987 -1,892 -1%
MAM
92
Marotta Asset Management
Virginia
$26M 135,576 +1,518 +1%
BIA
93
BHK Investment Advisors
Alabama
$25.7M 134,032 +32,703 +32%
WA
94
Wealth Architects
California
$25.6M 133,229 -1,638 -1%
NQWM
95
Northwest Quadrant Wealth Management
Oregon
$24.7M 128,977 +1,302 +1%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$22.9M 111,902 -48,417 -30%
BWM
97
Brickley Wealth Management
California
$22.5M 117,294 +532 +0.5%
PAG
98
Private Advisor Group
New Jersey
$22.4M 116,854 +11,654 +11%
EWM
99
Empirical Wealth Management
Washington
$22.4M 116,827 -1,436 -1%
PPW
100
Pasadena Private Wealth
California
$22.4M 116,610 +1,103 +1%