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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 %
QIM
151
Quest Investment Management
Oregon
$13.4M
AWA
152
Aaron Wealth Advisors
Illinois
$13.4M -$40.5K -225 -0.3%
BF
153
Brooklyn FI
New York
$13.2M -$4M -22,206 -23%
SCI
154
Silver Coast Investments
United States
$13.2M +$13.2M +73,496 New
AWM
155
Avior Wealth Management
Nebraska
$13.2M -$4.33M -24,068 -25%
FC
156
Family CFO
California
$13.1M +$766K +4,255 +6%
FPIS
157
Financial Planning & Information Services
Wisconsin
$13M +$131K +727 +1%
JIC
158
Johnson Investment Counsel
Ohio
$12.9M +$1.59M +8,837 +14%
GFWA
159
Grey Fox Wealth Advisors
Delaware
$12.8M +$1.82M +10,096 +17%
CA
160
Capital Advantage
California
$12.4M -$195K -1,085 -2%
SOWBOCOPL
161
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$12.4M
PGFC
162
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$134K -747 -1%
GC
163
Garde Capital
Washington
$12.2M +$5.71M +31,725 +87%
PP
164
Prosperity Planning
Missouri
$12.2M +$632K +3,510 +5%
EDRIA
165
Edmonds Duncan Registered Investment Advisors
Kansas
$12.2M +$27K +150 +0.2%
CWM
166
Capital Wealth Management
Rhode Island
$12.1M +$32K +178 +0.3%
TYCC
167
Texas Yale Capital Corp
Florida
$12.1M +$36K +200 +0.3%
AAS
168
Avantax Advisory Services
Texas
$12.1M -$3.41M -18,936 -22%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$12.1M -$1.08M -5,987 -8%
PPP
170
Private Portfolio Partners
New Jersey
$11.9M +$182K +1,014 +2%
WBG
171
Wharton Business Group
Pennsylvania
$11.8M -$161K -894 -1%
EI
172
Ellevest Inc
New York
$11.7M +$97.2K +540 +0.8%
TWM
173
Tradition Wealth Management
Minnesota
$11.5M -$17.1M -94,854 -60%
HB
174
HTLF Bank
Colorado
$11.4M +$11.4M +63,409 New
KCPG
175
Kavar Capital Partners Group
Kansas
$11.1M +$5.37M +29,844 +94%