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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 %
CWM
176
Congress Wealth Management
Massachusetts
$10.9M +$235K +1,306 +2%
MWA
177
Moser Wealth Advisors
Washington
$10.8M +$189K +1,052 +2%
DADC
178
D.A. Davidson & Co
Montana
$10.7M +$109K +605 +1%
BTIM
179
BancFirst Trust & Investment Management
Oklahoma
$10.6M
CIM
180
Cambria Investment Management
California
$10.6M +$10.6M +58,872 New
CTWM
181
Cherry Tree Wealth Management
Minnesota
$10.5M -$1.65M -9,186 -14%
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$10.5M -$34.4K -191 -0.3%
PWM
183
Praetorian Wealth Management
California
$10.5M -$811K -4,506 -7%
SIA
184
Strategic Investment Advisors
Michigan
$10.3M +$138K +766 +1%
William Blair & Company
185
William Blair & Company
Illinois
$10.2M +$260K +1,443 +3%
SCM
186
Steele Capital Management
Iowa
$10.1M +$10.1M +56,218 New
FOFP
187
Fee-Only Financial Planning
South Carolina
$10.1M +$70.7K +393 +0.7%
SPIA
188
Steward Partners Investment Advisory
New York
$9.95M +$263K +1,463 +3%
ONB
189
Old National Bancorp
Indiana
$9.79M -$197K -1,094 -2%
PCIA
190
Prime Capital Investment Advisors
Kansas
$9.77M +$8.48M +47,127 +658%
PPW
191
Presilium Private Wealth
Pennsylvania
$9.75M -$681K -3,784 -7%
WIA
192
World Investment Advisors
California
$9.69M -$12.8M -71,327 -57%
RZH
193
Relyea Zuckerberg Hanson
Connecticut
$9.68M +$263K +1,460 +3%
WMWM
194
Whitaker-Myers Wealth Managers
Ohio
$9.67M +$939K +5,216 +11%
GIA
195
Goodwin Investment Advisory
Georgia
$9.59M +$2.49M +13,815 +35%
WAM
196
Weinberger Asset Management
California
$9.55M -$164K -909 -2%
ASN
197
Advisory Services Network
Georgia
$9.5M +$999K +5,552 +12%
RVPG
198
Relative Value Partners Group
$9.36M -$4.7M -26,137 -33%
TW
199
Traveka Wealth
California
$9.35M +$9.35M +51,979 New
M&T Bank
200
M&T Bank
New York
$9.35M -$52K -289 -0.6%