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 %
HIA
976
Harbor Investment Advisory
Maryland
$359K +$33.9K +186 +10%
WF
977
WoodTrust Financial
Wisconsin
$359K +$359K +1,965 New
TWM
978
Thrive Wealth Management
Pennsylvania
$359K -$3.29K -18 -0.9%
CB
979
Cadence Bank
Mississippi
$359K -$8.58K -47 -2%
AWM
980
Accurate Wealth Management
Florida
$357K -$11.4K -60 -3%
SC
981
Sapient Capital
Indiana
$355K
AWC
982
Adamsbrown Wealth Consultants
Kansas
$353K
EWM
983
Evercore Wealth Management
New York
$353K -$2.01K -11 -0.6%
C
984
CEDRUS
Colorado
$351K +$83.6K +458 +31%
WBCM
985
Wilson & Boucher Capital Management
California
$351K
MMHP
986
Murphy Middleton Hinkle & Parker
Georgia
$350K
TH
987
Team Hewins
California
$349K
BBA
988
BLB&B Advisors
Pennsylvania
$348K +$6.39K +35 +2%
CFS
989
CGC Financial Services
Oregon
$347K
SW
990
SteelPeak Wealth
California
$346K +$7.71K +42 +2%
SFS
991
Summit Financial Strategies
Ohio
$345K +$3.83K +21 +1%
SA
992
Skyline Advisors
Washington
$344K
FCP
993
Fidelis Capital Partners
Florida
$343K +$36.6K +200 +12%
FMTC
994
Farmers & Merchants Trust Company
California
$343K
CAL
995
Capital Advisors Ltd
Ohio
$341K +$1.83K +10 +0.5%
GWM
996
Guardian Wealth Management
Illinois
$340K +$92.2K +505 +37%
NLP
997
Next Level Private
New York
$340K
AQR Capital Management
998
AQR Capital Management
Connecticut
$340K +$48.6K +266 +17%
NHT
999
New Hampshire Trust
New Hampshire
$338K
NAS
1000
Nicolet Advisory Services
Wisconsin
$338K -$8.02K -44 -2%