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Vanguard Small-Cap Value ETF

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
526
Telos Capital Management
California
$1.19M -$41.3K -276 -3%
CPA
527
Capital Performance Advisors
California
$1.18M +$63.2K +422 +6%
AIM
528
Acropolis Investment Management
Missouri
$1.18M +$305K +2,035 +35%
SWM
529
Spire Wealth Management
Virginia
$1.17M -$19.2K -128 -2%
RRC
530
Relaxing Retirement Coach
Massachusetts
$1.17M -$28.9K -193 -2%
TP
531
Tranquility Partners
Tennessee
$1.16M +$72.2K +482 +7%
NFG
532
Nations Financial Group
Iowa
$1.15M +$34.8K +232 +3%
GWM
533
Geneos Wealth Management
Colorado
$1.15M +$260K +1,714 +29%
FCA
534
FinTrust Capital Advisors
South Carolina
$1.15M +$455K +2,897 +66%
JC
535
Jentner Corp
Ohio
$1.14M -$6.29K -42 -0.5%
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$1.14M -$5.69K -38 -0.5%
KAM
537
Kraft Asset Management
Tennessee
$1.13M +$1.13M +7,563 New
MWA
538
Martel Wealth Advisors
Washington
$1.13M +$364K +2,431 +47%
EDRH
539
Edmond de Rothschild Holding
Switzerland
$1.13M
Financial Engines Advisors
540
Financial Engines Advisors
California
$1.13M -$33.7K -225 -3%
AA
541
Aire Advisors
California
$1.12M +$265K +1,765 +31%
AWM
542
Atticus Wealth Management
Florida
$1.12M +$689K +4,601 +160%
PCA
543
Personal Capital Advisors
California
$1.12M -$574K -3,832 -34%
BCA
544
Bay Colony Advisors
Massachusetts
$1.12M +$108K +659 +11%
EAM
545
Evanson Asset Management
California
$1.09M +$190K +1,266 +21%
RG
546
Retirement Group
California
$1.09M +$276K +1,842 +34%
WFAG
547
Wescott Financial Advisory Group
Pennsylvania
$1.07M -$450K -3,001 -30%
ACM
548
Advisors Capital Management
New Jersey
$1.06M +$132K +884 +14%
GRP
549
Global Retirement Partners
California
$1.05M +$27.3K +182 +3%
WA
550
Waverly Advisors
Alabama
$1.05M -$7.24M -48,341 -87%