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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 %
TCOV
501
Trust Company of Vermont
Vermont
$1.79M +$30.2K +190 +2%
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$1.76M +$1.44M +9,092 +455%
FCA
503
FinTrust Capital Advisors
South Carolina
$1.76M +$170K +1,070 +11%
DSC
504
Duncker Streett & Co
Missouri
$1.74M +$3.02K +19 +0.2%
CPA
505
Capital Performance Advisors
California
$1.74M +$466K +2,933 +37%
OCM
506
One Capital Management
California
$1.74M +$505K +3,178 +41%
STA
507
Summit Trail Advisors
New York
$1.74M +$1.74M +10,930 New
CSB
508
City State Bank
Iowa
$1.73M +$141K +885 +9%
SJL
509
Shayne & Jacobs LLC
Tennessee
$1.72M
BHWM
510
Beaird Harris Wealth Management
Texas
$1.72M -$151K -948 -8%
FLI
511
Family Legacy Inc
South Carolina
$1.72M +$871K +5,160 +103%
1WA
512
180 Wealth Advisors
Washington
$1.71M -$31.3K -184 -2%
LWMNY
513
Landmark Wealth Management (New York)
New York
$1.7M -$48.6K -306 -3%
CBFP
514
Cedar Brook Financial Partners
Ohio
$1.67M -$34.5K -217 -2%
HMS
515
Hanseatic Management Services
New Mexico
$1.67M -$65.1K -410 -4%
CIA
516
Compass Ion Advisors
Pennsylvania
$1.67M +$780K +4,911 +88%
CSWM
517
Cassady Schiller Wealth Management
Ohio
$1.66M -$264K -1,665 -14%
BCM
518
BTC Capital Management
Iowa
$1.66M +$31.4K +198 +2%
WBC
519
West Branch Capital
Massachusetts
$1.64M +$318 +2 +0%
FAN
520
Financial Advisors Network
California
$1.61M -$54.8K -345 -3%
PFS
521
Prospera Financial Services
Texas
$1.57M +$9.05K +57 +0.6%
NOI
522
Newton One Investments
Delaware
$1.57M -$41.4K -261 -3%
Wealthfront Advisers
523
Wealthfront Advisers
California
$1.56M +$450K +2,833 +40%
SQA
524
Simon Quick Advisors
New Jersey
$1.56M -$251K -1,578 -14%
PL
525
Plancorp LLC
Missouri
$1.55M +$14.6K +92 +0.9%