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Vanguard Small-Cap Value ETF

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
376
Tobias Financial Advisors
Florida
$2.38M +$879K +5,865 +59%
CA
377
Cetera Advisors
Colorado
$2.32M -$231K -1,542 -9%
CWA
378
CJM Wealth Advisers
Virginia
$2.31M +$883K +5,891 +62%
WA
379
WP Advisors
California
$2.29M +$21.1K +141 +0.9%
FFG
380
Fullen Financial Group
Ohio
$2.27M -$4.65K -31 -0.2%
MCA
381
MSH Capital Advisors
Arizona
$2.27M -$16.8K -112 -0.7%
PWM
382
PBMares Wealth Management
Virginia
$2.27M +$345K +2,301 +18%
PA
383
Paragon Advisors
Texas
$2.26M -$755K -5,038 -25%
PFG
384
Pinnacle Financial Group
Illinois
$2.26M +$293K +1,952 +15%
FA
385
Faithward Advisors
Pennsylvania
$2.26M +$91.1K +608 +4%
PFA
386
Pathway Financial Advisors
Vermont
$2.26M
FUBT
387
First United Bank & Trust
Maryland
$2.23M -$161K -1,073 -7%
HWA
388
Heartwood Wealth Advisors
Virginia
$2.22M -$113K -757 -5%
DY
389
Dowling & Yahnke
California
$2.21M +$53.9K +360 +2%
MCA
390
Maryland Capital Advisors
Maryland
$2.21M -$225K -1,503 -9%
IFA
391
Index Fund Advisors
California
$2.21M -$892K -5,952 -29%
WCA
392
Waypoint Capital Advisors
Minnesota
$2.2M
MWM
393
Meridian Wealth Management
Kentucky
$2.19M +$1.74M +11,608 +383%
WTFG
394
Wells Trecaso Financial Group
Ohio
$2.17M -$26.2K -175 -1%
SSW
395
Stone Summit Wealth
Florida
$2.16M +$916K +6,112 +74%
Lido Advisors
396
Lido Advisors
California
$2.15M -$332K -2,215 -13%
ML
397
Mayport LLC
Massachusetts
$2.14M +$87.4K +583 +4%
SFP
398
Sterling Financial Planning
New Jersey
$2.13M +$36.9K +246 +2%
SC
399
Scotia Capital
Ontario, Canada
$2.08M +$141K +939 +7%
OIA
400
OneDigital Investment Advisors
Kansas
$2.08M -$119K -791 -5%