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Vanguard S&P Small-Cap 600 Value ETF

171 hedge funds and large institutions have $569M invested in Vanguard S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
54
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
126
SignalPoint Asset Management
Missouri
$205K -$4.07K -46 -2%
FWM
127
FSA Wealth Management
Massachusetts
$205K
AWS
128
Atria Wealth Solutions
New York
$201K -$59.5K -673 -23%
US Bancorp
129
US Bancorp
Minnesota
$174K -$81K -916 -32%
SMA
130
Sage Mountain Advisors
Georgia
$167K
CWC
131
Carolinas Wealth Consulting
North Carolina
$157K +$354 +4 +0.2%
AP
132
Aspect Partners
Virginia
$141K
HCP
133
Hexagon Capital Partners
Arkansas
$108K
CA
134
Continuum Advisory
Idaho
$93.1K +$93.1K +1,072 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$80.9K +$28K +317 +53%
CFGS
136
Concourse Financial Group Securities
Alabama
$80.3K
SL
137
Salomon & Ludwin
Virginia
$77.1K +$77.1K +872 New
ACA
138
Aptus Capital Advisors
Alabama
$73.4K -$99.2K -1,122 -57%
Citigroup
139
Citigroup
New York
$69.9K +$41.6K +471 +147%
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$68.1K -$10.4K -118 -13%
LFG
141
Larson Financial Group
Missouri
$66.9K +$1.24K +14 +2%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$60.7K +$60.7K +686 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$55.4K +$35.5K +401 +178%
BGAI
144
Bruce G. Allen Investments
Colorado
$54.2K +$54.2K +613 New
CA
145
CoreCap Advisors
Michigan
$47.7K +$47.7K +540 New
TWP
146
TFO Wealth Partners
Ohio
$39.6K
TPCW
147
TD Private Client Wealth
New York
$36.7K +$2.92K +33 +9%
NCTC
148
New Covenant Trust Company
Indiana
$30.9K +$30.9K +350 New
BBHC
149
Brown Brothers Harriman & Co
New York
$30.8K
AF
150
Advisornet Financial
Minnesota
$17.8K -$19.5K -220 -52%