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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 %
LRPA
1151
L. Roy Papp & Associates
Arizona
$216K
GPW
1152
Gray Private Wealth
Massachusetts
$216K +$216K +1,182 New
SWM
1153
SilverOak Wealth Management
Minnesota
$216K -$4.02K -22 -2%
RPWA
1154
Regent Peak Wealth Advisors
Georgia
$214K -$78.3K -429 -27%
LGWM
1155
Litman Gregory Wealth Management
California
$213K
VBWMG
1156
Von Berge Wealth Management Group
California
$213K -$9.21K -51 -4%
IDA
1157
Intelligence Driven Advisers
California
$212K +$212K +1,163 New
SFS
1158
Strategic Financial Services
New York
$212K +$212K +1,160 New
MWA
1159
Midland Wealth Advisors
Illinois
$211K
SCA
1160
Sage Capital Advisors
South Dakota
$209K -$59.3K -325 -22%
PA
1161
Paragon Advisors
Texas
$209K -$547 -3 -0.3%
GGV
1162
GG Group Ventures
Florida
$209K +$209K +1,111 New
MFS
1163
Madrona Financial Services
Washington
$208K
CPG
1164
Cornerstone Planning Group
New Jersey
$207K +$1.1K +6 +0.5%
DWM
1165
Diversify Wealth Management
Utah
$206K +$206K +1,127 New
PG
1166
Proffitt & Goodson
Tennessee
$206K
LCM
1167
Lazari Capital Management
California
$204K
GA
1168
Greenspring Advisors
Maryland
$204K +$204K +1,116 New
ACM
1169
Advance Capital Management
Michigan
$203K +$203K +1,112 New
SAM
1170
Satovsky Asset Management
New York
$203K +$203K +1,112 New
AWM
1171
Accel Wealth Management
Iowa
$203K -$84.3K -462 -29%
LI
1172
LRI Investments
Florida
$202K
SMA
1173
Seven Mile Advisory
New Jersey
$202K
AIC
1174
Archer Investment Corporation
Indiana
$202K +$5.48K +30 +3%
OFG
1175
Oxford Financial Group
Indiana
$202K +$106K +582 +111%