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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 %
CCM
476
Condor Capital Management
New Jersey
$1.96M +$64.9K +409 +3%
PA
477
PFG Advisors
Arizona
$1.95M -$178K -1,119 -8%
TFP
478
Triune Financial Partners
Kansas
$1.95M -$98.6K -621 -5%
MSWM
479
McGlone Suttner Wealth Management
Wisconsin
$1.94M +$1.94M +12,243 New
PAIM
480
Punch & Associates Investment Management
Minnesota
$1.94M +$1.16M +7,310 +150%
EWM
481
Evergreen Wealth Management
Michigan
$1.92M +$1.92M +12,098 New
GWM
482
Geneos Wealth Management
Colorado
$1.92M +$712K +4,484 +59%
SOS
483
Silver Oak Securities
Tennessee
$1.89M -$38.8K -244 -2%
REMPR
484
Roof Eidam Maycock Peralta (REMP)
California
$1.89M -$61.1K -385 -3%
HI
485
Harbour Investments
Wisconsin
$1.88M +$118K +741 +7%
BWM
486
Baystate Wealth Management
Massachusetts
$1.88M -$635K -3,998 -25%
D
487
Dentgroup
Louisiana
$1.87M -$45.3K -285 -2%
WB
488
WesBanco Bank
West Virginia
$1.87M +$762K +4,802 +69%
AFAS
489
Acorn Financial Advisory Services
Virginia
$1.86M -$101K -637 -5%
BWA
490
BlueSky Wealth Advisors
North Carolina
$1.85M -$307K -1,935 -14%
BCG
491
Breakwater Capital Group
New Jersey
$1.85M +$1.85M +11,648 New
PMG
492
ProVise Management Group
Florida
$1.83M +$1.91K +12 +0.1%
CFD
493
Creative Financial Designs
Indiana
$1.83M -$80.8K -509 -4%
FUBT
494
First United Bank & Trust
Maryland
$1.83M -$168K -1,056 -8%
Victory Capital Management
495
Victory Capital Management
Texas
$1.83M -$18.6M -117,174 -91%
BF
496
BOK Financial
Oklahoma
$1.83M -$202K -1,275 -10%
PFA
497
Pure Financial Advisors
California
$1.83M +$589K +3,711 +48%
EA
498
Echo45 Advisors
California
$1.82M +$92.9K +585 +5%
TFA
499
Tobias Financial Advisors
Florida
$1.81M -$72.3K -455 -4%
AA
500
Aire Advisors
California
$1.79M -$20K -126 -1%