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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 %
CP
1126
Camelot Portfolios
Ohio
$341K -$28.7K -145 -8%
TIM
1127
Total Investment Management
Arizona
$341K +$198 +1 +0.1%
EWM
1128
Evercore Wealth Management
New York
$339K -$34.3K -173 -9%
CWA
1129
CM Wealth Advisors
Ohio
$339K
FCA
1130
Fortis Capital Advisors
Kansas
$337K -$992 -5 -0.3%
CNTOF
1131
Canandaigua National Trust of Florida
New York
$337K
CCG
1132
Coastwise Capital Group
California
$337K +$36.9K +186 +12%
GKWIM
1133
Gerber Kawasaki Wealth & Investment Management
California
$335K +$16.1K +81 +5%
HFA
1134
Hippocratic Financial Advisors
California
$333K +$333K +1,678 New
AWM
1135
Accurate Wealth Management
Florida
$332K -$15.8K -81 -5%
MWM
1136
Melfa Wealth Management
Massachusetts
$332K -$4.36K -22 -1%
MIM
1137
Marco Investment Management
Georgia
$332K
CDWM
1138
Campbell Deegan Wealth Management
Virginia
$331K +$331K +1,672 New
FHC
1139
First Heartland Consultants
Missouri
$330K -$43.4K -219 -12%
WAM
1140
WNY Asset Management
New York
$329K +$54.5K +275 +20%
GSWM
1141
Golden State Wealth Management
California
$329K +$329K +1,660 New
SAM
1142
SignalPoint Asset Management
Missouri
$328K -$85.8K -433 -21%
BP
1143
BWM Planning
Texas
$327K +$6.94K +35 +2%
UL
1144
Unionview LLC
Washington
$327K +$1.19K +6 +0.4%
HBW
1145
Hazlett, Burt & Watson
West Virginia
$325K -$4.57K -23 -1%
KPWM
1146
KDK Private Wealth Management
Texas
$325K +$325K +1,638 New
MCM
1147
Mattern Capital Management
Colorado
$325K
WJA
1148
Willis Johnson & Associates
Texas
$323K
AC
1149
Annandale Capital
Texas
$322K
NEPWA
1150
New England Private Wealth Advisors
Massachusetts
$320K +$1.78K +9 +0.6%