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Vanguard Small-Cap Value ETF

1,149 hedge funds and large institutions have $15.7B invested in Vanguard Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 523 increasing their positions, 340 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.18%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.66%
New
104
Increased
523
Reduced
340
Closed
74
Calls
$12.4M
Puts
$5.38M
Net Calls
+$7.06M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
651
Jacobi Capital Management
Pennsylvania
$803K +$30.8K +175 +4%
WH
652
Willner & Heller
California
$802K +$14.9K +83 +2%
CA
653
Calton & Associates
Florida
$802K +$437K +2,485 +120%
EWM
654
Evermay Wealth Management
Virginia
$802K +$696K +3,961 +660%
MSFS
655
Main Street Financial Solutions
Pennsylvania
$798K +$189K +1,077 +31%
MF
656
Meridian Financial
Massachusetts
$795K +$4.93K +28 +0.6%
CB
657
Cadence Bank
Mississippi
$785K +$573K +3,259 +270%
WKWM
658
Walter & Keenan Wealth Management
Indiana
$779K +$22.5K +128 +3%
FCA
659
FinTrust Capital Advisors
South Carolina
$778K +$291K +1,653 +60%
RFC
660
Regions Financial Corp
Alabama
$774K +$30.4K +173 +4%
FPS
661
Fieldpoint Private Securities
Connecticut
$768K -$722K -4,104 -48%
CSIA
662
Conrad Siegel Investment Advisors
Pennsylvania
$768K -$441K -2,507 -36%
HIGP
663
Hill Investment Group Partners
Missouri
$766K +$47.2K +268 +7%
SWA
664
Stratos Wealth Advisors
Ohio
$763K -$3.37M -19,178 -82%
BWA
665
BDO Wealth Advisors
Florida
$756K +$210K +1,197 +39%
LWM
666
Liberty Wealth Management
California
$756K +$755K +4,296 +85,920%
AIM
667
AMI Investment Management
Indiana
$752K
WWM
668
Windsor Wealth Management
Indiana
$750K +$396K +2,308 +112%
ODIJL
669
One Day In July LLC
Vermont
$748K +$4.57K +26 +0.6%
NFP
670
Narus Financial Partners
Utah
$741K +$741K +4,209 New
EA
671
Eudaimonia Advisors
Tennessee
$735K -$157K -892 -18%
WAP
672
Wealthcare Advisory Partners
Pennsylvania
$734K -$197K -1,119 -21%
BDF
673
Balasa Dinverno & Foltz
$734K -$30.4K -173 -4%
RFA
674
Resurgent Financial Advisors
Georgia
$731K +$145K +826 +25%
LFG
675
Larson Financial Group
Missouri
$730K -$39.6K -225 -5%