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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 %
CFP
1026
Cascade Financial Partners
California
$314K +$11.9K +65 +4%
WWWM
1027
White Wing Wealth Management
Texas
$314K -$1.23M -6,747 -80%
CWA
1028
CM Wealth Advisors
Ohio
$314K
ACA
1029
Aptus Capital Advisors
Alabama
$314K -$1.06M -5,793 -77%
HGERS
1030
Householder Group Estate & Retirement Specialist
Arizona
$311K -$7.48K -41 -2%
LL
1031
LPWM LLC
Minnesota
$310K +$181 +1 +0.1%
HBW
1032
Hazlett, Burt & Watson
West Virginia
$310K
MIM
1033
Marco Investment Management
Georgia
$305K -$45.4K -249 -13%
PWMAG
1034
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$32.1K +176 +12%
CRC
1035
Curi RMB Capital
Illinois
$304K -$19.3K -106 -6%
LAM
1036
Lakewood Asset Management
Illinois
$303K +$6.2K +34 +2%
MA
1037
MAS Advisors
Florida
$301K -$2.03M -11,140 -87%
KCM
1038
Kanawha Capital Management
Virginia
$301K -$37.6K -206 -11%
SYBT
1039
Stock Yards Bank & Trust
Kentucky
$300K -$36.7K -201 -11%
CWM
1040
Connecticut Wealth Management
Connecticut
$300K -$2.19K -12 -0.7%
AC
1041
Annandale Capital
Texas
$299K +$299K +1,640 New
MCM
1042
Mattern Capital Management
Colorado
$299K
WJA
1043
Willis Johnson & Associates
Texas
$298K +$14.4K +79 +5%
LF
1044
Lantz Financial
Illinois
$298K +$298K +1,630 New
S
1045
SignatureFD
Georgia
$296K +$13.3K +73 +5%
UL
1046
Unionview LLC
Washington
$296K
VFA
1047
Voya Financial Advisors
Connecticut
$296K +$3.27K +18 +1%
AWA
1048
Amplius Wealth Advisors
Pennsylvania
$296K +$548 +3 +0.2%
BWM
1049
Benchmark Wealth Management
Connecticut
$296K
CAS
1050
Coppell Advisory Solutions
Texas
$295K +$295K +1,616 New