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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 %
WIM
1126
Warwick Investment Management
Texas
$234K -$15.5K -85 -6%
WAG
1127
Winthrop Advisory Group
Massachusetts
$234K -$16.8K -92 -7%
LCM
1128
Liberty Capital Management
Michigan
$234K +$234K +1,282 New
CCIA
1129
Cherry Creek Investment Advisors
Colorado
$232K +$232K +1,270 New
WGCA
1130
Wolf Group Capital Advisors
Virginia
$230K -$100K -549 -30%
KFI
1131
Key Financial Inc
Pennsylvania
$230K +$3.83K +21 +2%
BWL
1132
Bogart Wealth LLC
Virginia
$228K -$24.1K -132 -10%
SVWG
1133
Shared Vision Wealth Group
United States
$227K
NEPWA
1134
New England Private Wealth Advisors
Massachusetts
$227K
WI
1135
Wintrust Investments
Illinois
$225K +$29.5K +162 +15%
B
1136
BetterWealth
California
$225K -$6.57K -36 -3%
HCA
1137
Harbour Capital Advisors
Virginia
$223K
Kayne Anderson Rudnick Investment Management
1138
Kayne Anderson Rudnick Investment Management
California
$223K -$335K -1,837 -60%
SDWMA
1139
Schneider Downs Wealth Management Advisors
Pennsylvania
$222K
IFO
1140
Independent Family Office
New York
$222K
GAA
1141
Global Assets Advisory
Florida
$222K -$41.2M -225,543 -99%
NI
1142
NDVR Inc
Massachusetts
$222K
ALWM
1143
Andrews Lucia Wealth Management
California
$221K
SAM
1144
Smithbridge Asset Management
Pennsylvania
$221K
CCMG
1145
Clark Capital Management Group
Pennsylvania
$218K +$218K +1,196 New
TVM
1146
True Vision MN
Minnesota
$218K -$442K -2,406 -67%
NSAM
1147
North Star Asset Management
Wisconsin
$218K +$1.64K +9 +0.8%
DWP
1148
Destiny Wealth Partners
Florida
$217K -$159K -873 -42%
ASI
1149
Advisory Services & Investments
Oregon
$217K
OAS
1150
Optivise Advisory Services
Tennessee
$217K +$217K +1,189 New