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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 %
MG
151
Mather Group
Illinois
$5.13K +$5.13K +58 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$4.26K -$2.42K -29 -36%
SPIA
153
Steward Partners Investment Advisory
New York
$3.68K +$3.68K +44 New
CIAS
154
Capital Investment Advisory Services
North Carolina
$3.08K +$3.08K +37 New
JWM
155
Janiczek Wealth Management
Colorado
$2.8K
MBFW
156
Morton Brown Family Wealth
Pennsylvania
$2.53K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$2.52K -$51.9K -597 -95%
HI
158
Harbour Investments
Wisconsin
$2.51K
SSB
159
Sandy Spring Bank
Maryland
$2.01K
CPBTD
160
Central Pacific Bank - Trust Division
Hawaii
$1.84K
CJH
161
Christopher J. Hasenberg
Wisconsin
$1.67K
PA
162
Parallel Advisors
California
$669
AssetMark Inc
163
AssetMark Inc
California
$251 -$920 -11 -79%
SFC
164
Strategic Financial Concepts
Texas
$109 +$109 +10,119 New
RCA
165
Resonant Capital Advisors
Wisconsin
-$3.15M -35,592 Closed
SAG
166
SageView Advisory Group
California
-$232K -6,792 Closed
ARC
167
Advisor Resource Council
Texas
-$369K -4,171 Closed
BSW
168
Buckingham Strategic Wealth
Missouri
-$289K -3,274 Closed
BRWA
169
B. Riley Wealth Advisors
Florida
-$216K -2,791 Closed
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
-$228K -2,573 Closed
SCM
171
Saxony Capital Management
Missouri
-$226K -2,558 Closed
BBP
172
Banco BTG Pactual
Brazil
-$215K -2,426 Closed
Creative Planning
173
Creative Planning
Kansas
-$209K -2,359 Closed
SAM
174
SignalPoint Asset Management
Missouri
-$205K -2,320 Closed
AWS
175
Atria Wealth Solutions
New York
-$201K -2,270 Closed