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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 %
PWM
176
Praetorian Wealth Management
California
$11.8M -$301K -1,497 -2%
BTIM
177
BancFirst Trust & Investment Management
Oklahoma
$11.7M -$100K -501 -0.9%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$11.6M -$361K -1,796 -3%
PLU
179
Performa Ltd (US)
South Carolina
$11.6M +$2.17M +10,804 +23%
LI
180
LMCG Investments
Massachusetts
$11.4M -$99.4K -495 -0.9%
WIC
181
Whitegate Investment Counselors
New Hampshire
$11.2M +$28.3K +141 +0.3%
FOFP
182
Fee-Only Financial Planning
South Carolina
$11.1M -$84.1K -419 -0.8%
BWFA
183
Baltimore-Washington Financial Advisors
Maryland
$11.1M +$596K +2,969 +6%
WAM
184
Weinberger Asset Management
California
$11.1M +$282K +1,405 +3%
HCMT
185
Highland Capital Management (Tennessee)
Tennessee
$10.9M -$253K -1,259 -2%
GIA
186
Goodwin Investment Advisory
Georgia
$10.9M +$428K +2,129 +4%
CFG
187
Clayton Financial Group
Missouri
$10.8M +$442K +2,200 +4%
M&T Bank
188
M&T Bank
New York
$10.6M +$145K +722 +1%
JE
189
JMAC Enterprises
Pennsylvania
$10.5M +$705K +3,511 +7%
BDF
190
Black Diamond Financial
Maryland
$10.5M +$2.46M +12,224 +31%
MWM
191
Meridian Wealth Management
Kentucky
$10.5M +$10.5M +52,233 New
William Blair & Company
192
William Blair & Company
Illinois
$10.4M +$1.33M +6,606 +15%
CPA
193
Cardiff Park Advisors
California
$10.3M +$5.62K +28 +0.1%
FWI
194
Facet Wealth Inc
Maryland
$10.3M -$723K -3,635 -7%
MFG
195
Merit Financial Group
Georgia
$10.2M +$646K +3,219 +7%
CIA
196
Concurrent Investment Advisors
Florida
$10.2M +$709K +3,532 +7%
CAWM
197
Capital Advisors Wealth Management
Washington
$10M -$786K -3,916 -7%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$9.99M +$483K +2,408 +5%
Kovitz Investment Group Partners
199
Kovitz Investment Group Partners
Illinois
$9.85M +$9.31M +48,011 +1,723%
IHWM
200
Iron Horse Wealth Management
Iowa
$9.75M +$353K +1,757 +4%