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Vanguard Small-Cap Value ETF

1,227 hedge funds and large institutions have $14B invested in Vanguard Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 503 increasing their positions, 433 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.56%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
71
Increased
503
Reduced
433
Closed
57
Calls
$10M
Puts
$3.43M
Net Calls
+$6.6M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Shares
Change %
EWMCB
976
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$267K -$478 -3 -0.2%
DCM
977
DGS Capital Management
New Jersey
$263K -$4.94K -31 -2%
RC
978
Rovin Capital
Arizona
$262K
SYBT
979
Stock Yards Bank & Trust
Kentucky
$262K
MCM
980
Mattern Capital Management
Colorado
$261K +$261K +1,638 New
WJWM
981
Williams Jones Wealth Management
New York
$261K -$12.1K -76 -4%
CWP
982
Corepath Wealth Partners
Arizona
$258K -$3.11K -20 -1%
BWM
983
Benchmark Wealth Management
Connecticut
$257K +$319 +2 +0.1%
FCP
984
Fidelis Capital Partners
Florida
$256K -$99.7K -625 -28%
QCM
985
QRG Capital Management
Illinois
$256K +$256K +1,602 New
DE
986
Day & Ennis
Georgia
$255K -$30.9K -194 -11%
CI
987
Ceera Investments
Texas
$253K -$23.9K -150 -9%
Principal Financial Group
988
Principal Financial Group
Iowa
$253K +$253K +1,587 New
1SB
989
1ST Source Bank
Indiana
$252K
HSBC Holdings
990
HSBC Holdings
United Kingdom
$252K
BF
991
Blankinship & Foster
California
$251K -$7.5K -47 -3%
RPWA
992
Regent Peak Wealth Advisors
Georgia
$249K -$2.87K -18 -1%
MW
993
Marcum Wealth
Ohio
$249K -$7.66K -48 -3%
EK
994
Evensky & Katz
Florida
$246K +$3.83K +24 +2%
IAG
995
Investmark Advisory Group
Connecticut
$246K +$246K +1,540 New
HIS
996
Horizon Investment Services
Indiana
$243K -$159 -1 -0.1%
AA
997
Argent Advisors
Louisiana
$243K
LB
998
Legacy Bridge
Iowa
$242K
SWA
999
Sax Wealth Advisors
New Jersey
$240K +$240K +1,506 New
WJA
1000
Willis Johnson & Associates
Texas
$240K