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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 %
RC
401
Roundview Capital
New Jersey
$2.26M +$894 +5 +0%
BBW
402
Blue Barn Wealth
Utah
$2.23M -$59K -330 -3%
EIM
403
Ervin Investment Management
Washington
$2.21M +$2.21M +12,361 New
Prudential Financial
404
Prudential Financial
New Jersey
$2.21M +$1.91M +62,042 +648%
MECA
405
Miller Equity Capital Advisors
Texas
$2.2M +$96.1K +537 +5%
CSWM
406
Cassady Schiller Wealth Management
Ohio
$2.19M +$2.19M +12,238 New
BF
407
BOK Financial
Oklahoma
$2.18M +$119K +667 +6%
TCOV
408
Trust Company of Vermont
Vermont
$2.17M +$213K +1,193 +11%
CAN
409
Claraphi Advisory Network
United States
$2.13M -$109K -609 -5%
PMG
410
ProVise Management Group
Florida
$2.11M -$258K -1,442 -11%
KeyBank National Association
411
KeyBank National Association
Ohio
$2.11M -$14.8K -83 -0.7%
HMS
412
Hanseatic Management Services
New Mexico
$2.11M -$618K -3,455 -23%
FA
413
Fermata Advisors
California
$2.11M -$143K -800 -6%
GP
414
Girard Partners
Pennsylvania
$2.09M -$25.9K -145 -1%
SW
415
SVB Wealth
Massachusetts
$2.08M -$2.45M -13,680 -54%
SWM
416
SeaCrest Wealth Management
New York
$2.08M +$482K +2,697 +30%
CCM
417
Condor Capital Management
New Jersey
$2.07M +$40.4K +226 +2%
BHWM
418
Beaird Harris Wealth Management
Texas
$2.06M +$2.06M +11,542 New
TA
419
Trellis Advisors
Washington
$2.06M +$460K +2,570 +29%
JFA
420
Johanson Financial Advisors
California
$2.05M +$21.8K +122 +1%
MHIC
421
Marble Harbor Investment Counsel
Massachusetts
$2.05M +$110K +614 +6%
CCM
422
Coldstream Capital Management
Washington
$2.04M +$317K +1,773 +18%
CAG
423
Csenge Advisory Group
Florida
$2.04M -$28.8K -164 -1%
ZIG
424
Zurich Insurance Group
Switzerland
$2.04M
BCA
425
Bay Colony Advisors
Massachusetts
$2.04M +$161K +901 +9%