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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 %
PCWA
1276
Pacific Capital Wealth Advisors
California
$32K +$4.99K +26 +18%
OA
1277
Operose Advisors
Wisconsin
$31.8K -$13.8K -72 -30%
NCM
1278
Northwest Capital Management
Oregon
$30.3K
MSG
1279
Main Street Group
Virginia
$30.2K
BBPWM
1280
Blue Bell Private Wealth Management
Pennsylvania
$29.6K
SAM
1281
Smartleaf Asset Management
Massachusetts
$29.2K -$764 -4 -3%
DCM
1282
Davis Capital Management
Florida
$28.1K
CSC
1283
Caldwell Sutter Capital
California
$27.4K
DAM
1284
Delta Asset Management
Tennessee
$27.4K
HCM
1285
Highlander Capital Management
New Jersey
$26.9K
APC
1286
Aspire Private Capital
North Carolina
$26.9K +$2.3K +12 +9%
FWM
1287
FSA Wealth Management
Massachusetts
$26.6K
TWC
1288
TD Waterhouse Canada
Ontario, Canada
$26.4K -$10.6K -42 -29%
PWA
1289
Provenance Wealth Advisors
Florida
$25.8K +$13.1K +68 +103%
MFA
1290
Morling Financial Advisors
California
$25.7K
DIP
1291
DT Investment Partners
Pennsylvania
$24.4K +$13.8K +72 +131%
MAM
1292
Marquette Asset Management
Minnesota
$23.8K
PCMC
1293
Private Capital Management (Colorado)
Colorado
$23.2K +$4.8K +25 +26%
LFA
1294
LGT Financial Advisors
Texas
$22.2K +$192 +1 +0.9%
HFS
1295
Hantz Financial Services
Michigan
$22K +$22K +114 New
IPW
1296
Impact Partnership Wealth
Georgia
$21.2K -$18.4K -96 -46%
FG
1297
Fairman Group
Pennsylvania
$20.6K
LTI
1298
Laffer Tengler Investments
Tennessee
$20.3K +$20.3K +106 New
MG
1299
MilWealth Group
Wisconsin
$19.2K
ECM
1300
EMC Capital Management
Texas
$19K