VBR icon

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 %
BOS
676
Bingham Osborn & Scarborough
California
$401K
TFS
677
Thoroughbred Financial Services
Tennessee
$399K +$13K +77 +3%
KCM
678
Kathmere Capital Management
Pennsylvania
$393K +$2.71K +16 +0.7%
Simplex Trading
679
Simplex Trading
Illinois
$389K
LSPW
680
Lake Street Private Wealth
Illinois
$389K +$34.5K +204 +10%
CW
681
CreativeOne Wealth
Kansas
$386K +$14.2K +84 +4%
APP
682
Avantax Planning Partners
Iowa
$380K
RPG
683
Resource Planning Group
Georgia
$374K +$24.5K +145 +7%
TWM
684
TriaGen Wealth Management
California
$369K +$169 +1 +0%
WS
685
Wedbush Securities
California
$367K -$639K -3,776 -64%
SAM
686
SignalPoint Asset Management
Missouri
$365K -$35.9K -212 -9%
W
687
WealthOne
New York
$365K -$26K -154 -7%
CFO
688
CVA Family Office
Colorado
$360K -$3.79M -34,273 -91%
LWP
689
Lumature Wealth Partners
Georgia
$359K -$10.3K -61 -3%
WCA
690
Westover Capital Advisors
Delaware
$359K -$9.48K -56 -3%
MFG
691
Magnus Financial Group
New York
$359K +$74.4K +440 +26%
QCG
692
Quadrant Capital Group
Ohio
$357K -$3.05K -18 -0.8%
MFA
693
Mayflower Financial Advisors
Massachusetts
$357K +$4.07K +23 +1%
EWMCB
694
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$356K
SEM
695
Strategic Equity Management
Arizona
$356K +$131K +777 +59%
OWP
696
Obermeyer Wealth Partners
Colorado
$355K
SSWM
697
Sheets Smith Wealth Management
North Carolina
$354K +$354K +2,090 New
IC
698
Intersect Capital
California
$353K +$30.5K +180 +9%
DE
699
Day & Ennis
Georgia
$352K -$67.6K -399 -16%
WFA
700
West Financial Advisors
Iowa
$352K