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Vanguard Small-Cap Value ETF

1,214 hedge funds and large institutions have $15B invested in Vanguard Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 482 increasing their positions, 377 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+132
Holders Change %
+12.2%
% of All Funds
19.59%
Holding in Top 10
116
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+20.83%
% of All Funds
1.87%
New
212
Increased
482
Reduced
377
Closed
48
Calls
$10.1M
Puts
$5.96M
Net Calls
+$4.15M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
351
Beaumont Asset Management
Texas
$3.46M +$740K +4,661 +27%
KSWA
352
Kathleen S. Wright Associates
Pennsylvania
$3.46M +$286K +1,798 +9%
FAIM
353
Financial Advocates Investment Management
Washington
$3.39M -$414K -2,604 -11%
BRG
354
Bay Rivers Group
Virginia
$3.37M +$635 +4 +0%
LIM
355
Leavell Investment Management
Alabama
$3.3M +$344K +2,168 +12%
TNBTD
356
Trustmark National Bank Trust Department
Mississippi
$3.3M +$145K +916 +5%
SAG
357
SageView Advisory Group
California
$3.27M +$3.27M +20,592 New
RLKPA
358
Robbie L. Kennerson P.A.
Florida
$3.22M +$3.22M +20,303 New
WIP
359
WealthCare Investment Partners
Rhode Island
$3.21M -$246K -1,550 -7%
MWA
360
Martel Wealth Advisors
Washington
$3.21M +$1.51M +9,496 +89%
LW
361
Linscomb Wealth
Texas
$3.2M +$219K +1,378 +7%
IFA
362
Index Fund Advisors
California
$3.2M +$8.26K +52 +0.3%
CA
363
CSM Advisors
Pennsylvania
$3.19M +$3.34K +21 +0.1%
LIA
364
LS Investment Advisors
Michigan
$3.19M -$62.3K -392 -2%
PFP
365
Pinnacle Financial Partners
Tennessee
$3.19M -$90.8K -572 -3%
RWG
366
Ratio Wealth Group
Colorado
$3.17M -$378K -2,379 -11%
RJT
367
Raymond James Trust
Florida
$3.17M +$219K +1,376 +7%
WRPWM
368
Werba Rubin Papier Wealth Management
California
$3.17M +$3.17M +19,956 New
VC
369
Veery Capital
Delaware
$3.15M +$86.1K +542 +3%
AF
370
Advisornet Financial
Minnesota
$3.13M +$196K +1,232 +7%
EIM
371
Ervin Investment Management
Washington
$3.1M +$588K +3,704 +23%
PWMG
372
Pioneer Wealth Management Group
Texas
$3.08M +$3.08M +19,364 New
TA
373
TFB Advisors
Kansas
$3.07M +$3.07M +19,305 New
CA
374
Continuum Advisory
Idaho
$3.06M -$608K -3,830 -17%
CAL
375
Capital Analysts LLC
Pennsylvania
$3.05M -$296K -1,865 -9%