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Vanguard Small-Cap Value ETF

1,374 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+147
Holders Change %
+11.98%
% of All Funds
20.14%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
219
Increased
500
Reduced
467
Closed
56
Calls
$31.7M
Puts
$6.14M
Net Calls
+$25.6M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
1201
Logan Capital Management
Pennsylvania
$156K -$21.1K -117 -12%
MSWM
1202
Mowery & Schoenfeld Wealth Management
Illinois
$152K +$152K +844 New
RIL
1203
Rothschild Investment LLC
Illinois
$151K +$151K +838 New
W
1204
WealthCollab
Washington
$147K +$147K +818 New
IIL
1205
Insight Inv LLC
California
$147K
LA
1206
LM Advisors
California
$138K +$138K +769 New
BlackRock
1207
BlackRock
New York
$137K -$5.04K -28 -4%
ME
1208
McIlrath & Eck
Washington
$126K -$50.5K -281 -29%
FMB
1209
Field & Main Bank
Kentucky
$126K
CA
1210
Crewe Advisors
Utah
$125K +$70.7K +393 +131%
T
1211
Tidemark
California
$125K +$125K +692 New
APW
1212
Atlantic Private Wealth
North Carolina
$121K
BEI
1213
Benjamin Edwards Inc
Missouri
$119K +$5.59K +31 +5%
PA
1214
PSI Advisors
Florida
$119K
SSB
1215
Sandy Spring Bank
Maryland
$117K +$15.3K +85 +15%
AWA
1216
Alaska Wealth Advisors
Alaska
$111K -$3.78K -21 -3%
Lazard Asset Management
1217
Lazard Asset Management
New York
$109K
MPCG
1218
Matrix Private Capital Group
New York
$108K +$3.6K +20 +3%
National Bank of Canada
1219
National Bank of Canada
Quebec, Canada
$106K
CCP
1220
Clarkston Capital Partners
Michigan
$106K
RG
1221
Retirement Group
California
$104K -$1.8K -10 -2%
SIC
1222
SJS Investment Consulting
Ohio
$98.3K
Barclays
1223
Barclays
United Kingdom
$97K
FFA
1224
Founders Financial Alliance
North Carolina
$95.7K
S
1225
Sachetta
Massachusetts
$94.5K +$94.5K +525 New