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Vanguard Small-Cap Value ETF

1,573 hedge funds and large institutions have $26.2B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 620 increasing their positions, 455 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+153
Holders Change %
+10.77%
% of All Funds
20.94%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
1.57%
New
238
Increased
620
Reduced
455
Closed
51
Calls
$10.3M
Puts
$1.88M
Net Calls
+$8.38M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
1076
Adamsbrown Wealth Consultants
Kansas
$384K
DP
1077
Dearborn Partners
Illinois
$382K -$42.6K -215 -10%
AA
1078
Apriem Advisors
California
$381K +$123K +623 +48%
WBCM
1079
Wilson & Boucher Capital Management
California
$381K
MMHP
1080
Murphy Middleton Hinkle & Parker
Georgia
$381K
BC
1081
Burney Company
Virginia
$377K -$25.2K -127 -6%
CFS
1082
CGC Financial Services
Oregon
$377K
IFPL
1083
Investments & Financial Planning LLC
Kentucky
$376K +$1.19K +6 +0.3%
SA
1084
Skyline Advisors
Washington
$373K
FMTC
1085
Farmers & Merchants Trust Company
California
$372K
VPF
1086
Vantage Point Financial
Illinois
$371K +$371K +1,873 New
VWM
1087
Venturi Wealth Management
Texas
$370K
CAL
1088
Capital Advisors Ltd
Ohio
$370K
NLP
1089
Next Level Private
New York
$369K +$396 +2 +0.1%
BF
1090
Bonfire Financial
Colorado
$369K +$369K +1,860 New
S
1091
SignatureFD
Georgia
$368K +$63.4K +320 +21%
NHT
1092
New Hampshire Trust
New Hampshire
$367K
HWA
1093
HHM Wealth Advisors
Tennessee
$367K
TFCP
1094
Twin Focus Capital Partners
Massachusetts
$367K
CB
1095
Cadence Bank
Mississippi
$366K -$22.4K -113 -6%
OFS
1096
OneAscent Financial Services
Alabama
$365K +$365K +1,843 New
S4W
1097
Solutions 4 Wealth
Texas
$365K
SXL
1098
Summit X LLC
Missouri
$364K +$364K +1,838 New
BWM
1099
Benchmark Wealth Management
Connecticut
$363K +$991 +5 +0.3%
BPFA
1100
Barnes Pettey Financial Advisors
Mississippi
$362K +$1.78K +9 +0.5%