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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 %
MCM
451
MAI Capital Management
Ohio
$1.3M +$137K +809 +12%
PL
452
Plancorp LLC
Missouri
$1.29M +$43.2K +255 +3%
SG Americas Securities
453
SG Americas Securities
New York
$1.29M -$508K -3,005 -28%
LIM
454
Leavell Investment Management
Alabama
$1.29M +$369K +2,178 +40%
BAM
455
Belpointe Asset Management
Nevada
$1.28M -$295K -1,742 -19%
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
$1.27M -$3.91M
TPCW
457
TD Private Client Wealth
New York
$1.26M +$65.7K +388 +5%
SFP
458
Strategic Financial Partners
Oregon
$1.26M +$59.9K +354 +5%
DI
459
Disciplined Investments
Oklahoma
$1.24M +$58.1K +343 +5%
ST
460
Smithfield Trust
Pennsylvania
$1.24M
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$1.24M +$827K +4,885 +201%
Financial Engines Advisors
462
Financial Engines Advisors
California
$1.2M -$77.5K -458 -6%
JWM
463
Janiczek Wealth Management
Colorado
$1.19M
RHBC
464
R.H. Bluestein & Co
Michigan
$1.19M -$10.5K -62 -0.9%
TFS
465
TrustCore Financial Services
Tennessee
$1.19M +$10.8K +64 +0.9%
FPS
466
Fieldpoint Private Securities
Connecticut
$1.19M +$51.1K +302 +5%
WI
467
WrapManager Inc
California
$1.17M +$198K +1,171 +20%
WI
468
Wintrust Investments
Illinois
$1.17M
IWA
469
Intercontinental Wealth Advisors
Texas
$1.16M -$347K -2,050 -23%
APA
470
American Portfolios Advisors
New York
$1.16M -$68.9K -407 -6%
KWM
471
Kingsview Wealth Management
Oregon
$1.15M -$2.74M -16,207 -70%
CFG
472
Citizens Financial Group
Rhode Island
$1.13M +$9.31K +55 +0.8%
CWAG
473
Compton Wealth Advisory Group
Virginia
$1.13M
MWA
474
Motive Wealth Advisors
Michigan
$1.13M +$38.1K +225 +3%
LPT
475
Legacy Private Trust
Wisconsin
$1.13M +$146K +860 +15%