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Vanguard Small-Cap Value ETF

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
426
Stratos Wealth Partners
Ohio
$1.42M -$150K -886 -10%
ACM
427
Advisors Capital Management
New Jersey
$1.41M +$74.5K +440 +6%
WB
428
WesBanco Bank
West Virginia
$1.39M +$29.3K +173 +2%
5L
429
55I LLC
Massachusetts
$1.39M +$375K +2,214 +37%
RIA
430
Regal Investment Advisors
Michigan
$1.39M +$43.7K +258 +3%
SL
431
Systelligence LLC
Minnesota
$1.39M +$1.39M +8,209 New
GPA
432
Guidance Point Advisors
Massachusetts
$1.39M +$5.25K +31 +0.4%
SWM
433
Spire Wealth Management
Virginia
$1.39M -$1.19K -7 -0.1%
BFS
434
Bickling Financial Services
Massachusetts
$1.38M +$12.2K +72 +0.9%
PA
435
PFG Advisors
Arizona
$1.36M -$60.6K -358 -4%
TCM
436
Telos Capital Management
California
$1.35M +$1.35K +8 +0.1%
PWM
437
Perigon Wealth Management
California
$1.35M +$45.9K +271 +4%
BDF
438
Black Diamond Financial
Maryland
$1.34M -$89.9K -531 -6%
SWM
439
Southern Wealth Management
Texas
$1.34M +$4.91K +29 +0.4%
AOWM
440
Alpha Omega Wealth Management
Virginia
$1.34M +$141K +831 +12%
TC
441
Trust Company
Kansas
$1.33M +$1.32M +7,803 +15,606%
TFF
442
The Family Firm
Maryland
$1.33M -$167K -937 -11%
MFT
443
Moisand Fitzgerald Tamayo
Florida
$1.33M -$13.7K -81 -1%
ECM
444
Elgethun Capital Management
South Dakota
$1.32M +$63.2K +373 +5%
SF
445
Synovus Financial
Georgia
$1.32M +$9.32K +55 +0.7%
IFWM
446
Institute for Wealth Management
Colorado
$1.31M -$52.6K -311 -4%
FCH
447
Freestone Capital Holdings
Washington
$1.31M +$312K +1,846 +31%
GVAG
448
Great Valley Advisor Group
Delaware
$1.31M +$169K +1,001 +15%
NFG
449
Nations Financial Group
Iowa
$1.3M -$16.8K -99 -1%
KA
450
Klingman & Associates
New York
$1.3M +$58.6K +346 +5%