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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 %
RFC
676
Regions Financial Corp
Alabama
$843K +$342K +2,155 +68%
BMCM
677
Burns Matteson Capital Management
New York
$841K +$6.99K +44 +0.8%
PWA
678
Physician Wealth Advisors
Utah
$819K -$36.3K -216 -4%
KCM
679
Kathmere Capital Management
Pennsylvania
$815K -$2.38K -15 -0.3%
MA
680
Montag & Associates
Georgia
$811K
WP
681
WealthSource Partners
California
$799K -$117K -736 -13%
AMM
682
American Money Management
California
$794K -$3.34K -21 -0.4%
SLT
683
St Louis Trust
Missouri
$784K +$282K +1,773 +56%
MF
684
Meridian Financial
Massachusetts
$780K +$50.5K +318 +7%
CFB
685
Cullen/Frost Bankers
Texas
$780K -$64.5K -406 -8%
TMWM
686
Taylor & Morgan Wealth Management
Michigan
$777K -$13.5K -85 -2%
PIA
687
Panoramic Investment Advisors
Colorado
$775K +$775K +4,882 New
PCP
688
Proficio Capital Partners
Massachusetts
$766K
QFA
689
Quantum Financial Advisors
California
$762K -$159 -1 -0%
HWM
690
Hemington Wealth Management
Virginia
$760K -$245K -1,542 -24%
LFG
691
Larson Financial Group
Missouri
$758K +$128K +805 +20%
PP
692
Pegasus Partners
Wisconsin
$757K
TC
693
TAP Consulting
Missouri
$753K +$3.97K +25 +0.5%
CFGSD
694
Compass Financial Group (South Dakota)
South Dakota
$752K +$752K +4,738 New
HGWM
695
Harvest Group Wealth Management
Massachusetts
$751K -$13.2K -83 -2%
SWM
696
Soundmark Wealth Management
Washington
$750K +$6.2K +39 +0.8%
FNBSF
697
First National Bank Sioux Falls
South Dakota
$749K +$19.4K +122 +3%
AWM
698
Aevitas Wealth Management
Massachusetts
$746K -$30.5K -192 -4%
GIM
699
Goelzer Investment Management
Indiana
$740K +$88.1K +555 +14%
ACP
700
Aveo Capital Partners
Colorado
$737K -$149K -941 -17%