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Vanguard Small-Cap Value ETF

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
301
Central Trust Company
Missouri
$3.88M +$3.25M +18,170 +516%
TF
302
Theory Financial
Colorado
$3.87M +$3.87M +21,640 New
IWM
303
IHT Wealth Management
Illinois
$3.81M +$156K +873 +4%
PCP
304
Proficio Capital Partners
Massachusetts
$3.8M +$1.34M +7,512 +55%
SW
305
SlateStone Wealth
Florida
$3.78M -$39.4K -220 -1%
BJL
306
Brighton Jones LLC
Washington
$3.73M -$231K -1,293 -6%
IFA
307
Index Fund Advisors
California
$3.72M +$3.72M +20,787 New
V
308
Veritable
Delaware
$3.67M +$1.66M +9,290 +83%
RWG
309
Ratio Wealth Group
Colorado
$3.63M +$121K +679 +3%
MCCP
310
Mission Creek Capital Partners
California
$3.51M +$949K +5,306 +37%
SFS
311
Sowell Financial Services
Arkansas
$3.49M -$639K -3,574 -15%
AIP
312
Almanack Investment Partners
Pennsylvania
$3.49M -$436K -2,440 -11%
ZC
313
Zeit Capital
Colorado
$3.47M +$18.1K +101 +0.5%
LIA
314
LS Investment Advisors
Michigan
$3.44M +$1.79K +10 +0.1%
EFG
315
Everhart Financial Group
Ohio
$3.44M +$32.6K +182 +1%
PMFA
316
Plante Moran Financial Advisors
Michigan
$3.43M +$1.25M +7,015 +58%
BIP
317
Brandes Investment Partners
California
$3.41M +$3.41M +19,070 New
JIC
318
Joel Isaacson & Co
New York
$3.41M +$212K +1,185 +7%
CPIG
319
Chicago Partners Investment Group
Illinois
$3.4M +$155K +905 +5%
BRWA
320
B. Riley Wealth Advisors
Florida
$3.37M -$40.6K -227 -1%
RJT
321
Raymond James Trust
Florida
$3.35M -$94.8K -530 -3%
CAMG
322
CWA Asset Management Group
Florida
$3.33M +$8.76K +49 +0.3%
RPSA
323
Richard P. Slaughter Associates
Texas
$3.33M +$508K +2,840 +18%
LW
324
Linscomb Wealth
Texas
$3.32M -$37.4K -209 -1%
EWA
325
EverSource Wealth Advisors
Alabama
$3.32M +$3.32M +18,534 New