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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 %
FA
626
Fortis Advisors
Pennsylvania
$528K -$148K -877 -22%
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$528K -$63.5K -375 -11%
AHC
628
Anderson Hoagland & Co
Missouri
$525K
MPM
629
Meritage Portfolio Management
Kansas
$523K -$43.4K -256 -8%
GC
630
Gibson Capital
Pennsylvania
$516K +$10.5K +62 +2%
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$515K
VCM
632
Vivaldi Capital Management
Illinois
$513K -$24.9K -147 -5%
MWM
633
Meridian Wealth Management
Kentucky
$509K +$1.18K +7 +0.2%
CA
634
Calton & Associates
Florida
$502K -$1.86K -11 -0.4%
GC
635
Grimes & Company
Massachusetts
$499K
CHC
636
City Holding Co
West Virginia
$499K +$35.2K +208 +8%
RA
637
Resolute Advisors
California
$491K +$2.03K +12 +0.4%
PTC
638
Private Trust Company
Ohio
$488K -$131K -776 -21%
SCA
639
Snowden Capital Advisors
New York
$486K -$13.4K -79 -3%
GT
640
Glenview Trust
Kentucky
$485K +$9.49K +56 +2%
RSWM
641
Robertson Stephens Wealth Management
California
$482K -$417K -2,464 -46%
BWP
642
Baldwin Wealth Partners
Massachusetts
$482K
SMA
643
Sage Mountain Advisors
Georgia
$482K +$84.2K +497 +21%
IC
644
IEQ Capital
California
$481K
RWI
645
Red Wave Investments
Pennsylvania
$480K
SFA
646
Sequoia Financial Advisors
Ohio
$477K -$228K -1,344 -32%
PG
647
Prostatis Group
Maryland
$477K -$13K -77 -3%
EPWM
648
Essex Private Wealth Management
Massachusetts
$469K
BFC
649
Bedel Financial Consulting
Indiana
$467K +$4.41K +26 +1%
DWT
650
Dorsey & Whitney Trust
South Dakota
$463K -$27.5K -163 -6%