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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 %
SOWAS
1101
Silver Oak Wealth Advisors Services
California
$360K +$360K +1,815 New
AP
1102
Appleton Partners
Massachusetts
$359K -$198 -1 -0.1%
TWM
1103
Thrive Wealth Management
Pennsylvania
$359K -$21.4K -108 -6%
OPPS
1104
Obsidian Personal Planning Solutions
Maryland
$359K
DWP
1105
Daymark Wealth Partners
Ohio
$359K +$12.9K +65 +4%
C1AG
1106
Client 1st Advisory Group
Florida
$358K
PWMAG
1107
Pinnacle Wealth Management Advisory Group
New Jersey
$358K -$2.18K -11 -0.6%
LPAM
1108
Lodestar Private Asset Management
California
$358K -$5.95K -30 -2%
CIC
1109
Cutler Investment Counsel
Oregon
$357K -$165K -831 -32%
GWSG
1110
GPS Wealth Strategies Group
Colorado
$355K -$396 -2 -0.1%
UFA
1111
Uptown Financial Advisors
Texas
$354K +$354K +1,788 New
Russell Investments Group
1112
Russell Investments Group
United Kingdom
$352K +$2.97K +15 +0.9%
FT
1113
Fiduciary Trust
Massachusetts
$350K -$26.8K -135 -7%
NAS
1114
NWF Advisory Services
California
$349K +$349K +1,762 New
CAM
1115
Cidel Asset Management
Ontario, Canada
$349K
CWA
1116
Canvas Wealth Advisors
Kansas
$347K +$347K +1,753 New
SIC
1117
Sterling Investment Counsel
New York
$347K +$1.98K +10 +0.6%
WCM
1118
Weik Capital Management
Pennsylvania
$347K
RMDI
1119
R.M. Davis Inc
Maine
$346K +$346K +1,745 New
GSAM
1120
Grant Street Asset Management
Pennsylvania
$346K +$346K +1,744 New
GWM
1121
Grand Wealth Management
Michigan
$345K
WCM
1122
WealthTrak Capital Management
Virginia
$343K +$343K +1,732 New
JCM
1123
Jag Capital Management
Missouri
$343K
PEA
1124
Park Edge Advisors
Ohio
$342K -$24.6K -124 -7%
PCH
1125
PGIM Custom Harvest
New Jersey
$341K -$6.14K -31 -2%