VBR icon

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 %
GCA
526
Gradient Capital Advisors
California
$1.55M -$66.7K -420 -4%
CS
527
Capital Square
Tennessee
$1.55M +$38.1K +240 +3%
LFP
528
Leeward Financial Partners
Washington
$1.54M +$68K +428 +5%
GP
529
Girard Partners
Pennsylvania
$1.54M +$12.5K +79 +0.8%
BEAM
530
Baker Ellis Asset Management
Washington
$1.53M -$14.5K -91 -0.9%
SW
531
SVB Wealth
Massachusetts
$1.52M +$976K +6,148 +178%
KAM
532
Kraft Asset Management
Tennessee
$1.52M
WS
533
Wedbush Securities
California
$1.52M +$548K +3,453 +56%
CW
534
CreativeOne Wealth
Kansas
$1.52M +$1.12M +7,024 +277%
PA
535
Probity Advisors
Texas
$1.51M +$39.9K +251 +3%
MOS
536
MGO One Seven
Ohio
$1.5M +$452K +2,849 +43%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$1.49M
LFA
538
Level Financial Advisors
New York
$1.46M -$1.17M -7,397 -45%
MWM
539
Meridian Wealth Management
Kentucky
$1.46M -$37.6K -237 -3%
IAA
540
Independent Advisor Alliance
North Carolina
$1.44M -$1.43K -9 -0.1%
ECM
541
Elgethun Capital Management
South Dakota
$1.43M -$33.7K -213 -2%
TP
542
Tranquility Partners
Tennessee
$1.43M +$235K +1,477 +20%
PD
543
Planning Directions
Pennsylvania
$1.43M -$5.08K -32 -0.4%
CIC
544
Carnegie Investment Counsel
Ohio
$1.43M +$31.3K +197 +2%
FA
545
Fermata Advisors
California
$1.42M -$110K -690 -7%
EAM
546
Evanson Asset Management
California
$1.41M -$75.6K -476 -5%
ADL
547
Asset Dedication LLC
California
$1.41M -$16.2K -102 -1%
BS
548
Boenning & Scattergood
Pennsylvania
$1.4M +$571K +3,246 +69%
LC
549
Lindbrook Capital
California
$1.4M
KWM
550
Kingsview Wealth Management
Oregon
$1.39M -$49.5K -312 -3%