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Vanguard S&P Small-Cap 600 Value ETF

191 hedge funds and large institutions have $535M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
36
Increased
66
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
Riversedge Advisors
Delaware
$6.77M -$11.8K -126 -0.2%
FIG
27
FSA Investment Group
Florida
$6.23M +$6.23M +67,095 New
PAS
28
Park Avenue Securities
New York
$6.22M +$118K +1,262 +2%
SWM
29
Spire Wealth Management
Virginia
$5.98M -$386K -4,141 -6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.85M +$4.41M +47,269 +307%
Wells Fargo
31
Wells Fargo
California
$5.78M +$79.5K +852 +1%
VanEck Associates
32
VanEck Associates
New York
$5.64M +$5.64M +60,416 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$5.6M +$138K +1,479 +3%
IAA
34
Independent Advisor Alliance
North Carolina
$4.75M +$4.75M +50,864 New
Ameriprise
35
Ameriprise
Minnesota
$3.99M -$311K -3,336 -7%
ECM
36
Evergreen Capital Management
Washington
$3.82M -$186K -1,989 -5%
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.71M -$35.3K -378 -0.9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.63M +$74K +793 +2%
GRP
39
Global Retirement Partners
California
$3.46M -$48.3K -517 -1%
Mariner
40
Mariner
Kansas
$3.45M +$962K +10,312 +39%
DADC
41
D.A. Davidson & Co
Montana
$3.44M +$194K +2,084 +6%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$3.25M -$560 -6 -0%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$3.09M -$693K -7,425 -18%
AL
44
Aspiriant LLC
California
$3.06M -$37.8K -405 -1%
EWA
45
Exencial Wealth Advisors
Oklahoma
$2.9M +$1.21K +13 +0%
SI
46
Saxon Interests
Texas
$2.83M -$53.6K -574 -2%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.62M -$514K -5,505 -16%
RDWM
48
Red Door Wealth Management
Tennessee
$2.5M +$95.3K +1,021 +4%
KW
49
Keyvantage Wealth
Pennsylvania
$2.48M +$2.48M +26,587 New
EWA
50
EP Wealth Advisors
California
$2.39M