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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 %
CPA
201
Cardiff Park Advisors
California
$9.27M -$42.7K -237 -0.5%
CAWM
202
Capital Advisors Wealth Management
Washington
$9.2M +$31.1K +173 +0.3%
WIC
203
Whitegate Investment Counselors
New Hampshire
$9.2M -$9.54K -53 -0.1%
BWFA
204
Baltimore-Washington Financial Advisors
Maryland
$8.91M -$443K -2,462 -5%
ES
205
Eagle Strategies
New York
$8.88M +$3.07M +17,045 +53%
FWI
206
Facet Wealth Inc
Maryland
$8.87M -$252K -1,436 -3%
FAAM
207
First Ascent Asset Management
Colorado
$8.86M +$144K +799 +2%
BFS
208
Bradley Foster & Sargent
Connecticut
$8.79M -$622K -3,454 -7%
HWM
209
HB Wealth Management
Georgia
$8.76M +$693K +3,848 +9%
AFS
210
Annapolis Financial Services
Maryland
$8.69M -$1.01M -5,612 -10%
FWP
211
Family Wealth Partners
North Carolina
$8.66M +$8.66M +48,146 New
ACS
212
Archford Capital Strategies
Illinois
$8.66M +$193K +1,070 +2%
SC
213
Swan Capital
Florida
$8.59M +$1.32M +7,345 +18%
CIA
214
Concurrent Investment Advisors
Florida
$8.4M +$8.4M +46,666 New
CWM
215
Cornerstone Wealth Management
Missouri
$8.32M -$638K -3,545 -7%
FFM
216
Forum Financial Management
Illinois
$8.31M -$48.1K -267 -0.6%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$8.3M -$1.06M -5,882 -11%
CFO
218
Collective Family Office
Pennsylvania
$8.19M +$557K +3,094 +7%
CIA
219
Compass Ion Advisors
Pennsylvania
$8.18M -$49.3K -274 -0.6%
CFG
220
Clayton Financial Group
Missouri
$8.01M +$8.01M +44,518 New
PSA
221
Plum Street Advisors
Louisiana
$8M +$8M +44,436 New
MFG
222
Merit Financial Group
Georgia
$7.96M +$1.27M +7,070 +19%
IFS
223
Ifrah Financial Services
Arkansas
$7.94M -$310K -1,724 -4%
E
224
ETFidea
New York
$7.88M +$194K +1,078 +3%
IHWM
225
Iron Horse Wealth Management
Iowa
$7.88M +$251K +1,393 +3%