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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 %
WCWM
1076
Willow Creek Wealth Management
California
$270K
RBC
1077
Romano Brothers & Co
Illinois
$269K +$56.6K +310 +27%
LB
1078
Legacy Bridge
Iowa
$266K -$11K -60 -4%
MW
1079
Marcum Wealth
Ohio
$265K -$913 -5 -0.3%
TCPG
1080
Trivant Custom Portfolio Group
California
$265K
YWM
1081
Yoder Wealth Management
California
$265K
WPW
1082
Watershed Private Wealth
Illinois
$263K
IIA
1083
Integral Investment Advisors
California
$261K -$6.35K -35 -2%
LWM
1084
LJI Wealth Management
Indiana
$260K
GWANC
1085
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K -$37.6K -206 -13%
PO
1086
Private Ocean
California
$259K
VPWA
1087
Vestia Personal Wealth Advisors
Indiana
$259K +$259K +1,417 New
GC
1088
Guidance Capital
Kentucky
$257K -$580K -2,923 -69%
CAM
1089
Columbia Asset Management
Michigan
$257K
TSMHT
1090
Thurston Springer Miller Herd & Titak
Indiana
$257K +$257K +1,406 New
RBFC
1091
Roman Butler Fullerton & Co
Missouri
$257K +$182 +1 +0.1%
AWM
1092
Ameliora Wealth Management
Switzerland
$256K
IC
1093
Iconiq Capital
California
$255K +$255K +1,398 New
WFA
1094
Wells Financial Advisors
Massachusetts
$255K -$66.6K -365 -21%
TFM
1095
TFC Financial Management
Massachusetts
$254K -$3.65K -20 -1%
FWM
1096
Fonville Wealth Management
Virginia
$254K +$15.6K +85 +7%
TSWM
1097
Tyler-Stone Wealth Management
Ohio
$252K -$2.37K -13 -0.9%
BCM
1098
BluePointe Capital Management
California
$252K
DWP
1099
Daymark Wealth Partners
Ohio
$252K +$252K +1,380 New
CAM
1100
Creekmur Asset Management
Illinois
$252K