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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 %
FMWA
1151
Forvis Mazars Wealth Advisors
Missouri
$320K +$47.6K +240 +17%
CAS
1152
Coppell Advisory Solutions
Texas
$320K -$2.17K -11 -0.7%
MA
1153
MAS Advisors
Florida
$319K
KCM
1154
Kanawha Capital Management
Virginia
$318K -$8.92K -45 -3%
IA
1155
Inspire Advisors
Idaho
$318K -$100K -507 -24%
1SB
1156
1ST Source Bank
Indiana
$315K +$1.39K +7 +0.4%
AIM
1157
AMI Investment Management
Indiana
$315K -$11.3K -57 -3%
CI
1158
Ceera Investments
Texas
$315K
CCMG
1159
Clark Capital Management Group
Pennsylvania
$314K +$29.1K +147 +10%
RC
1160
Rovin Capital
Arizona
$314K
AWA
1161
Amplius Wealth Advisors
Pennsylvania
$314K
LL
1162
LPWM LLC
Minnesota
$314K -$11.7K -59 -4%
SAM
1163
Smartleaf Asset Management
Massachusetts
$314K +$46.9K +237 +18%
DFG
1164
Delta Financial Group
New Jersey
$312K +$312K +1,573 New
DWM
1165
DecisionMap Wealth Management
Virginia
$310K +$310K +1,566 New
SFA
1166
Salus Financial Advisors
Colorado
$310K +$310K +1,564 New
CT
1167
Colonial Trust
South Carolina
$307K +$15.3K +77 +5%
GJWM
1168
Gilliland Jeter Wealth Management
Arkansas
$304K
MPCL
1169
My Personal CFO LLC
Washington
$304K +$1.39K +7 +0.5%
AA
1170
Argent Advisors
Louisiana
$302K
UPS
1171
UHLMANN PRICE SECURITIES
Illinois
$301K +$1.78K +9 +0.6%
AWM
1172
Accel Wealth Management
Iowa
$300K +$63.8K +322 +27%
RCP
1173
Rothschild Capital Partners
New York
$299K -$10.7K -54 -3%
WGCA
1174
Wolf Group Capital Advisors
Virginia
$299K
BWP
1175
Barlow Wealth Partners
Kentucky
$299K