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Vanguard Small-Cap Value ETF

1,572 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, 454 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,572
Holders Change
+153
Holders Change %
+10.78%
% of All Funds
20.93%
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
454
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 %
IAIM
1226
International Assets Investment Management
Florida
$259K +$259K +1,314 New
SCM
1227
Sebold Capital Management
Illinois
$259K
KWS
1228
Keystone Wealth Services
California
$259K +$259K +1,308 New
PW
1229
PUREfi Wealth
Massachusetts
$258K +$258K +1,304 New
BMWS
1230
Brady Martz Wealth Solutions
North Dakota
$257K +$257K +1,285 New
LA
1231
LWM Advisors
California
$257K +$257K +1,295 New
TI
1232
Trexquant Investment
Connecticut
$256K +$34.3K +173 +15%
LI
1233
LRI Investments
Florida
$256K
DWM
1234
Defined Wealth Management
Oregon
$256K -$1.98K -10 -0.8%
MAMG
1235
Milestone Asset Management Group
Connecticut
$255K +$255K +1,285 New
WCAMG
1236
Woodard & Company Asset Management Group
North Carolina
$254K -$3.96K -20 -2%
PI
1237
PFG Investments
New York
$251K -$15.7K -79 -6%
BWL
1238
Bogart Wealth LLC
Virginia
$251K
SA
1239
Stewardship Advisors
Pennsylvania
$250K +$36.3K +183 +17%
SL
1240
Salomon & Ludwin
Virginia
$250K -$198 -1 -0.1%
HFS
1241
Heritage Financial Services
Massachusetts
$250K +$250K +1,260 New
ETC
1242
Exchange Traded Concepts
Oklahoma
$250K +$208K +1,050 +500%
CG
1243
Caprock Group
Idaho
$249K -$1.59K -8 -0.6%
LCM
1244
Liberty Capital Management
Michigan
$248K -$3.96K -20 -2%
NSAM
1245
North Star Asset Management
Wisconsin
$248K
B
1246
BetterWealth
California
$248K +$1.39K +7 +0.6%
GL
1247
Graypoint LLC
New York
$247K -$27K -136 -10%
KFI
1248
Key Financial Inc
Pennsylvania
$247K -$2.18K -11 -0.9%
HCA
1249
Harbour Capital Advisors
Virginia
$247K
SVWG
1250
Shared Vision Wealth Group
United States
$246K