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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 %
SCA
1051
Sage Capital Advisors
South Dakota
$203K +$798 +5 +0.4%
OFS
1052
OneAscent Financial Services
Alabama
$203K +$203K +1,275 New
CA
1053
Claro Advisors
Massachusetts
$203K -$19.3K -121 -9%
WA
1054
Wealth Advisors
California
$203K
WPA
1055
West Paces Advisors
Georgia
$202K -$37.6K -236 -16%
RBC
1056
Romano Brothers & Co
Illinois
$201K
SFC
1057
Strategic Financial Concepts
Texas
$200K -$6.38K -40 -3%
BWL
1058
Bogart Wealth LLC
Virginia
$199K +$74.1K +465 +60%
KFI
1059
Key Financial Inc
Pennsylvania
$197K
GWM
1060
Guardian Wealth Management
Illinois
$197K +$5.58K +35 +3%
NS
1061
NBC Securities
Alabama
$184K +$184K +1,158 New
CPG
1062
Cornerstone Planning Group
New Jersey
$181K -$25.2K -158 -12%
IF
1063
Integrity Financial
Wyoming
$180K +$3.83K +24 +2%
FMTCOCP
1064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$178K +$85.5K +537 +92%
Kayne Anderson Rudnick Investment Management
1065
Kayne Anderson Rudnick Investment Management
California
$176K +$41.3K +259 +31%
AIC
1066
Archer Investment Corporation
Indiana
$172K
NRC
1067
New Republic Capital
North Carolina
$170K
VF
1068
VitalStone Financial
Texas
$169K
JGIA
1069
Jackson Grant Investment Advisers
Connecticut
$168K +$957 +6 +0.6%
SN
1070
Sittner & Nelson
Oregon
$164K
LCM
1071
Logan Capital Management
Pennsylvania
$157K
ME
1072
McIlrath & Eck
Washington
$157K +$39.7K +249 +34%
PO
1073
Private Ocean
California
$155K +$16.6K +104 +12%
BBHC
1074
Brown Brothers Harriman & Co
New York
$153K
HIA
1075
Harbor Investment Advisory
Maryland
$150K