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Vanguard Small-Cap Value ETF

1,373 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 218 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+146
Holders Change %
+11.9%
% of All Funds
20.13%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
218
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 %
AWM
126
Apollon Wealth Management
South Carolina
$16.6M +$5.42M +30,104 +48%
PIFP
127
Partners in Financial Planning
Virginia
$16.4M +$149K +826 +0.9%
LWP
128
LMG Wealth Partners
Louisiana
$16.1M -$490K -2,723 -3%
GT
129
Glenmede Trust
Pennsylvania
$16M -$449K -2,494 -3%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$15.6M +$741K +4,119 +5%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$15.6M -$12.3M -68,202 -44%
SWM
132
Shakespeare Wealth Management
Wisconsin
$15.4M +$406K +2,258 +3%
SF
133
Safeguard Financial
Wisconsin
$15.1M +$3.87M +21,496 +35%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$14.8M -$165K -917 -1%
TFP
135
TrueWealth Financial Partners
Washington
$14.7M +$290K +1,610 +2%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$14.5M -$260K -1,442 -2%
OWA
137
Octavia Wealth Advisors
Ohio
$14.4M +$473K +2,629 +3%
BWP
138
Baldwin Wealth Partners
Massachusetts
$14.2M -$375K -2,082 -3%
NECFA
139
New England Capital Financial Advisors
Connecticut
$14.1M +$240K +1,332 +2%
AWS
140
Atria Wealth Solutions
New York
$14.1M +$927K +5,149 +7%
PFM
141
Phillips Financial Management
Indiana
$14M +$440K +2,443 +3%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$14M -$266K -1,464 -2%
BC
143
Bartlett & Co
Ohio
$14M -$266K -1,464 -2%
BFA
144
BBJS Financial Advisors
Washington
$14M +$495K +2,749 +4%
RFS
145
Retirement Financial Solutions
Tennessee
$13.9M +$1.18M +6,553 +9%
AI
146
Arvest Investments
Arkansas
$13.9M +$13.9M +77,159 New
BFEC
147
Benjamin F. Edwards & Company
Missouri
$13.8M -$553K -3,071 -4%
AA
148
Ancora Advisors
Ohio
$13.8M -$532K -2,955 -4%
AT
149
Arden Trust
Delaware
$13.7M +$1.29M +7,187 +10%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$13.4M +$7.49M +41,630 +126%