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Vanguard S&P Small-Cap 600 Value ETF

164 hedge funds and large institutions have $509M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
32
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
101
Rockbridge Investment Management
New York
$362K -$3.35K -40 -0.9%
Betterment LLC
102
Betterment LLC
New York
$361K +$91.7K +1,094 +34%
EH
103
Equitable Holdings
New York
$339K -$9.37K -112 -3%
Renaissance Technologies
104
Renaissance Technologies
New York
$335K +$335K +4,000 New
CPIG
105
Chicago Partners Investment Group
Illinois
$334K +$3.91K +42 +1%
FWP
106
FAS Wealth Partners
Kansas
$301K
FDDB
107
Fidelity D&D Bancorp
Pennsylvania
$297K -$1.78M -21,304 -86%
RJT
108
Raymond James Trust
Florida
$295K
Bessemer Group
109
Bessemer Group
New Jersey
$290K
MWM
110
Modera Wealth Management
New Jersey
$284K
BC
111
Barrett & Company
Rhode Island
$280K
MFWP
112
Mosaic Family Wealth Partners
Missouri
$278K
SWM
113
Silverlake Wealth Management
Vermont
$277K
TCM
114
TruNorth Capital Management
Michigan
$275K
Corient Private Wealth
115
Corient Private Wealth
Florida
$274K -$6.19K -74 -2%
BIA
116
BHK Investment Advisors
Alabama
$268K
CFA
117
Cahill Financial Advisors
Minnesota
$266K
BFA
118
Bragg Financial Advisors
North Carolina
$262K
HCP
119
Hardin Capital Partners
South Carolina
$250K +$250K +2,993 New
SI
120
Stephens Inc
Arkansas
$247K -$3.18K -38 -1%
GIA
121
Gladstone Institutional Advisory
Florida
$229K +$229K +2,739 New
SMA
122
Sage Mountain Advisors
Georgia
$158K
CWC
123
Carolinas Wealth Consulting
North Carolina
$149K +$84 +1 +0.1%
AP
124
Aspect Partners
Virginia
$134K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$124K +$47K +562 +61%