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Vanguard Small-Cap Value ETF

1,419 hedge funds and large institutions have $17.9B invested in Vanguard Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 513 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.53%
Holding in Top 10
113
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.63%
% of All Funds
1.63%
New
115
Increased
550
Reduced
513
Closed
37
Calls
$9.82M
Puts
$4.46M
Net Calls
+$5.36M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
TFP
126
TrueWealth Financial Partners
Washington
$16.9M -$1.07M -5,320 -6%
BFA
127
BBJS Financial Advisors
Washington
$16.7M +$9.04K +45 +0.1%
SCI
128
Silver Coast Investments
United States
$16.4M +$296K +1,475 +2%
NECFA
129
New England Capital Financial Advisors
Connecticut
$16M +$40.8K +203 +0.3%
CA
130
Capital Advantage
California
$16M -$444K -2,209 -3%
PMFA
131
Plante Moran Financial Advisors
Michigan
$16M -$598K -2,977 -4%
JIC
132
Johnson Investment Counsel
Ohio
$15.9M +$326K +1,626 +2%
AC
133
Apella Capital
Connecticut
$15.9M -$486K -2,452 -3%
SPIA
134
Steward Partners Investment Advisory
New York
$15.9M +$2.52M +12,564 +19%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$15.2M -$130K -649 -0.9%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$15.2M -$3.59M -17,864 -19%
LWP
137
LMG Wealth Partners
Louisiana
$15.2M -$95.4K -475 -0.6%
WMWM
138
Whitaker-Myers Wealth Managers
Ohio
$14.9M +$702K +3,498 +5%
QIM
139
Quest Investment Management
Oregon
$14.9M
AWM
140
Avior Wealth Management
Nebraska
$14.8M -$5.56M -27,688 -27%
BEI
141
Benjamin Edwards Inc
Missouri
$14.8M +$14.7M +73,098 +10,310%
FC
142
Family CFO
California
$14.6M +$42.8K +213 +0.3%
PPP
143
Private Portfolio Partners
New Jersey
$14.3M +$14.3M +71,023 New
PFM
144
Phillips Financial Management
Indiana
$14.2M -$678K -3,378 -5%
EDRIA
145
Edmonds Duncan Registered Investment Advisors
Kansas
$14.1M +$754K +3,754 +6%
CCA
146
Checchi Capital Advisers
California
$14M +$70.5K +351 +0.5%
AI
147
Arvest Investments
Arkansas
$14M -$421K -2,096 -3%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$13.9M -$130K -648 -0.9%
CWM
149
Capital Wealth Management
Rhode Island
$13.9M +$140K +699 +1%
TW
150
Traveka Wealth
California
$13.9M +$1.4M +6,985 +11%