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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 %
HWA
1001
HHM Wealth Advisors
Tennessee
$338K +$40.2K +220 +13%
TFCP
1002
Twin Focus Capital Partners
Massachusetts
$338K
BFPW
1003
BOK Financial Private Wealth
Colorado
$337K
PEA
1004
Park Edge Advisors
Ohio
$337K
AWM
1005
Austin Wealth Management
Texas
$336K -$24.9K -133 -7%
LPAM
1006
Lodestar Private Asset Management
California
$336K +$97.4K +534 +41%
S4W
1007
Solutions 4 Wealth
Texas
$336K
BPFA
1008
Barnes Pettey Financial Advisors
Mississippi
$334K +$2.19K +12 +0.7%
AP
1009
Appleton Partners
Massachusetts
$332K -$20.5K -112 -6%
QCM
1010
QRG Capital Management
Illinois
$331K +$56.6K +310 +21%
MWM
1011
Melfa Wealth Management
Massachusetts
$331K -$2.01K -11 -0.6%
C1AG
1012
Client 1st Advisory Group
Florida
$330K
CAC
1013
Certified Advisory Corp
Florida
$329K -$17.2K -94 -5%
ANBT
1014
American National Bank & Trust
Texas
$329K +$80.9K +443 +33%
MAG
1015
Mayfair Advisory Group
Alabama
$324K +$61.1K +323 +23%
OPPS
1016
Obsidian Personal Planning Solutions
Maryland
$324K
SBIA
1017
Sheaff Brock Investment Advisors
Indiana
$322K -$36.5K -200 -10%
CAM
1018
Cidel Asset Management
Ontario, Canada
$321K -$25.6K -140 -7%
HIGP
1019
Hill Investment Group Partners
Missouri
$321K +$1.17K +6 +0.4%
GWM
1020
Grand Wealth Management
Michigan
$320K
WCM
1021
Weik Capital Management
Pennsylvania
$319K
TIM
1022
Total Investment Management
Arizona
$319K +$5.66K +31 +2%
SIC
1023
Sterling Investment Counsel
New York
$318K -$183 -1 -0.1%
JCM
1024
Jag Capital Management
Missouri
$316K -$11.1K -61 -3%
TFGT
1025
TS Financial Group (TSFG)
Illinois
$315K -$13.1K -72 -4%