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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 %
TA
1101
TruWealth Advisors
Louisiana
$252K -$1.83K -10 -0.7%
RWM
1102
Ritholtz Wealth Management
New York
$251K +$2.56K +14 +1%
LL
1103
LWMG LLC
Minnesota
$251K -$9.49K -52 -4%
HAS
1104
Holland Advisory Services
Florida
$251K
GL
1105
Graypoint LLC
New York
$251K
WHCI
1106
W.H. Cornerstone Investments
Massachusetts
$249K
RCAG
1107
Rehmann Capital Advisory Group
Michigan
$247K +$33.6K +184 +16%
CA
1108
Claro Advisors
Massachusetts
$247K +$17K +93 +7%
MIA
1109
Milestone Investment Advisors
Wisconsin
$247K
LA
1110
Lifeworks Advisors
Michigan
$245K -$66.1K -362 -21%
IAG
1111
Investment Advisory Group
Massachusetts
$245K
RSWM
1112
Robertson Stephens Wealth Management
California
$244K +$244K +1,332 New
NEWAS
1113
N.E.W. Advisory Services
Wisconsin
$243K +$243K +1,330 New
FFA
1114
First Foundation Advisors
California
$243K
CCG
1115
Coastwise Capital Group
California
$242K -$730 -4 -0.3%
SL
1116
Salomon & Ludwin
Virginia
$241K -$167K -914 -41%
CA
1117
Claris Advisors
Missouri
$240K
SCM
1118
Sebold Capital Management
Illinois
$239K
PCM
1119
Passive Capital Management
Maryland
$239K
WCAMG
1120
Woodard & Company Asset Management Group
North Carolina
$237K -$9.13K -50 -4%
DWM
1121
Defined Wealth Management
Oregon
$237K -$730 -4 -0.3%
AA
1122
Addison Advisors
Vermont
$237K -$183 -1 -0.1%
IAIM
1123
International Assets Investment Management
Florida
$237K +$5.47K +30 +2%
GI
1124
Gradient Investments
Minnesota
$236K
PAIM
1125
Punch & Associates Investment Management
Minnesota
$235K -$39.8K -218 -15%