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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 %
EK
51
Evensky & Katz
Florida
$2.36M -$50.1K -537 -2%
ECG
52
EPIQ Capital Group
California
$2.32M -$410K -4,390 -15%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$109K +1,164 +5%
PAG
54
Private Advisor Group
New Jersey
$2.17M -$150K -1,609 -6%
SIM
55
Studio Investment Management
Illinois
$2.14M +$5.23K +56 +0.2%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.11M +$73.4K +787 +4%
AFTS
57
American Financial & Tax Strategies
New York
$2.1M
IIC
58
Integrated Investment Consultants
Michigan
$2.1M +$243K +2,602 +13%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$1.85M -$125K -1,343 -6%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.77M -$8.03K -86 -0.5%
OMC
61
Old Mission Capital
Illinois
$1.51M +$1.23M +13,223 +451%
AFG
62
Atomi Financial Group
New York
$1.49M +$1.49M +15,985 New
MMA
63
Miracle Mile Advisors
California
$1.48M -$171K -1,832 -10%
PFM
64
Phillips Financial Management
Indiana
$1.29M -$355K -3,807 -22%
VA
65
Valmark Advisers
Ohio
$1.26M -$992K -10,629 -44%
ACA
66
Ackerman Capital Advisors
Texas
$1.2M +$2.99K +32 +0.2%
NW
67
Naviter Wealth
Arkansas
$1.2M +$1.2M +12,814 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.17M +$712K +7,627 +155%
PSF
69
Pacific Sun Financial
California
$1.17M +$11.2K +120 +1%
WA
70
Wealth Architects
California
$1.13M
IJWM
71
Inman Jager Wealth Management
Mississippi
$1.12M +$1.12M +11,961 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.05M
RZH
73
Relyea Zuckerberg Hanson
Connecticut
$998K +$32.1K +344 +3%
OIA
74
OneDigital Investment Advisors
Kansas
$963K -$3.73K -40 -0.4%
ICMM
75
Integrated Capital Management (Michigan)
Michigan
$918K -$2.8M -30,038 -75%