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Vanguard Small-Cap Value ETF

1,358 hedge funds and large institutions have $16B invested in Vanguard Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 484 increasing their positions, 526 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,358
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.75%
Holding in Top 10
108
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.47%
% of All Funds
1.57%
New
80
Increased
484
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
MSG
1276
Main Street Group
Virginia
$26.5K -$2.17K -12 -8%
CSC
1277
Caldwell Sutter Capital
California
$26.1K
DAM
1278
Delta Asset Management
Tennessee
$26.1K
SFM
1279
Systematic Financial Management
New Jersey
$24K +$13.6K +74 +130%
APC
1280
Aspire Private Capital
North Carolina
$23.4K -$2.19K -12 -9%
MAM
1281
Marquette Asset Management
Minnesota
$22.6K
PCMC
1282
Private Capital Management (Colorado)
Colorado
$22.1K
LFA
1283
LGT Financial Advisors
Texas
$21.2K
RLIM
1284
Red Lighthouse Investment Management
New York
$20.1K -$40.9K -224 -67%
FG
1285
Fairman Group
Pennsylvania
$19.7K
JFA
1286
JNBA Financial Advisors
Minnesota
$19K -$21.5K -118 -53%
NCM
1287
Northwest Capital Management
Oregon
$18.3K -$10.6K -58 -37%
MG
1288
MilWealth Group
Wisconsin
$18.3K
ECM
1289
EMC Capital Management
Texas
$18K
MRCM
1290
M&R Capital Management
New Jersey
$17.2K
PWMG
1291
Private Wealth Management Group
New Jersey
$17.2K
AFG
1292
Albion Financial Group
Utah
$16.6K
SIS
1293
Strategic Investment Solutions
Illinois
$16.6K +$16.6K +100 New
HWP
1294
Highline Wealth Partners
California
$16.5K
VWM
1295
Valley Wealth Managers
New Jersey
$16.4K
PWA
1296
Provenance Wealth Advisors
Florida
$16K -$8.62K -47 -35%
CP
1297
Castleview Partners
Texas
$15.3K
BAM
1298
Bellevue Asset Management
Washington
$15.2K +$15.2K +83 New
RWPA
1299
Richard W. Paul & Associates
Michigan
$15.1K
TWC
1300
TD Waterhouse Canada
Ontario, Canada
$15.1K -$3.99K -22 -21%