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Vanguard Small-Cap Value ETF

1,367 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
Holding in Top 10
118
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.35%
% of All Funds
1.71%
New
86
Increased
528
Reduced
523
Closed
73
Calls
$11.3M
Puts
$3.55M
Net Calls
+$7.77M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
1201
Capital Investment Advisory Services
North Carolina
$163K -$64.1K -334 -28%
MSWM
1202
Mowery & Schoenfeld Wealth Management
Illinois
$162K
BFS
1203
Bare Financial Services
Pennsylvania
$158K +$94.7K +525 +149%
W
1204
WealthCollab
Washington
$157K
ME
1205
McIlrath & Eck
Washington
$136K +$1.73K +9 +1%
CA
1206
Crewe Advisors
Utah
$133K -$576 -3 -0.4%
APW
1207
Atlantic Private Wealth
North Carolina
$129K
GWP
1208
Gen-Wealth Partners
Michigan
$128K +$128K +668 New
BEI
1209
Benjamin Edwards Inc
Missouri
$128K +$1.72K +9 +1%
PA
1210
PSI Advisors
Florida
$126K
AWA
1211
Alaska Wealth Advisors
Alaska
$122K +$3.26K +17 +3%
EFP
1212
EnRich Financial Partners
Wisconsin
$119K +$119K +621 New
National Bank of Canada
1213
National Bank of Canada
Quebec, Canada
$119K +$7.15K +38 +6%
Lazard Asset Management
1214
Lazard Asset Management
New York
$117K
IGWM
1215
ICA Group Wealth Management
Colorado
$117K +$34.8K +181 +42%
FFA
1216
Founders Financial Alliance
North Carolina
$116K +$14.4K +75 +14%
FMB
1217
Field & Main Bank
Kentucky
$115K -$19.2K -100 -14%
CCP
1218
Clarkston Capital Partners
Michigan
$112K
Barclays
1219
Barclays
United Kingdom
$104K
SIC
1220
SJS Investment Consulting
Ohio
$101K -$3.84K -20 -4%
SFC
1221
SYM Financial Corp
Indiana
$101K +$4.99K +26 +5%
OFG
1222
Oxford Financial Group
Indiana
$101K +$43K +224 +75%
IRC
1223
Investors Research Corp
Georgia
$98.6K
RG
1224
Retirement Group
California
$98.4K -$12.7K -66 -11%
BCPWM
1225
Bradley & Co Private Wealth Management
Florida
$97.1K