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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 %
HWM
76
HB Wealth Management
Georgia
$816K +$7.09K +76 +0.9%
SPC
77
Sigma Planning Corp
Michigan
$785K -$81.3K -871 -9%
FSG
78
Financial Strategies Group
Michigan
$759K +$24.4K +268 +3%
LTL
79
Lowery Thomas LLC
California
$759K +$35.8K +384 +5%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$754K +$137K +1,466 +22%
Two Sigma Investments
81
Two Sigma Investments
New York
$750K -$1.36M -14,559 -64%
PFBT
82
Parkside Financial Bank & Trust
Missouri
$729K +$729K +7,814 New
BA
83
Bristlecone Advisors
Washington
$728K
RWP
84
RWA Wealth Partners
Massachusetts
$666K +$18.9K +203 +3%
SC
85
Sierra Capital
Florida
$642K -$560 -6 -0.1%
KPWS
86
Kestra Private Wealth Services
Texas
$636K +$153K +1,635 +32%
FTS
87
Fifth Third Securities
Ohio
$633K -$3.36K -36 -0.5%
FW
88
Fairway Wealth
Ohio
$619K +$619K +6,635 New
RA
89
Rodgers & Associates
Pennsylvania
$588K +$9.33K +100 +2%
AWM
90
Avior Wealth Management
Nebraska
$570K +$29.2K +313 +5%
HighTower Advisors
91
HighTower Advisors
Illinois
$538K -$84.1K -901 -14%
Brown Advisory
92
Brown Advisory
Maryland
$534K -$23.8K -255 -4%
Comerica Bank
93
Comerica Bank
Texas
$528K -$8.03K -86 -1%
SC
94
Sepio Capital
Utah
$524K
HCA
95
Harbour Capital Advisors
Virginia
$524K -$74.9K -800 -13%
Betterment LLC
96
Betterment LLC
New York
$509K +$55.4K +594 +12%
SFO
97
Stokes Family Office
Louisiana
$455K
FFL
98
Financial Freedom LLC
Ohio
$445K -$94.3K -1,011 -17%
Creative Planning
99
Creative Planning
Kansas
$437K +$437K +4,679 New
IWA
100
Icon Wealth Advisors
Texas
$414K