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Vanguard Small-Cap Value ETF

1,227 hedge funds and large institutions have $14B invested in Vanguard Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 503 increasing their positions, 433 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.57%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
71
Increased
503
Reduced
433
Closed
57
Calls
$10M
Puts
$3.43M
Net Calls
+$6.6M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSA
1151
Global Wealth Strategies & Associates
Colorado
$29.1K
FFC
1152
First Financial Corp
Indiana
$28.9K +$28.9K +181 New
NCM
1153
Northwest Capital Management
Oregon
$25.2K
1832 Asset Management
1154
1832 Asset Management
Ontario, Canada
$25.2K
TWC
1155
TD Waterhouse Canada
Ontario, Canada
$25.1K -$3.22K -15 -11%
MLA
1156
MB, Levis & Associates
Pennsylvania
$23.9K
HPC
1157
HM Payson & Co
Maine
$23.9K
BBPWM
1158
Blue Bell Private Wealth Management
Pennsylvania
$23.3K -$6.38K -40 -22%
CSC
1159
Caldwell Sutter Capital
California
$22.8K
DAM
1160
Delta Asset Management
Tennessee
$22.8K
TVWM
1161
Tower View Wealth Management
Wisconsin
$22K +$156 +1 +0.7%
MFA
1162
Morling Financial Advisors
California
$21.4K
APC
1163
Aspire Private Capital
North Carolina
$20.4K -$319 -2 -2%
GWSG
1164
GPS Wealth Strategies Group
Colorado
$20.4K +$1.75K +11 +9%
NFSG
1165
Newbridge Financial Services Group
Florida
$19.9K
MAM
1166
Marquette Asset Management
Minnesota
$19.8K
FAM
1167
Flaharty Asset Management
Florida
$19.1K +$19.1K +120 New
LFA
1168
LGT Financial Advisors
Texas
$18.3K +$159 +1 +0.9%
RDIA
1169
RE Dickinson Investment Advisors
Iowa
$18K +$18K +111 New
MG
1170
MilWealth Group
Wisconsin
$15.9K
HL
1171
HeadInvest LLC
Maine
$15.7K +$15.7K +100 New
PCMC
1172
Private Capital Management (Colorado)
Colorado
$15.3K
RBC
1173
Roble Belko & Company
Pennsylvania
$15K +$10.4K +64 +229%
AWA
1174
Authentikos Wealth Advisory
California
$15K +$15K +94 New
MRCM
1175
M&R Capital Management
New Jersey
$15K +$15K +94 New