VBR icon

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 %
KPWS
726
Kestra Private Wealth Services
Texas
$586K +$272K +1,545 +87%
MPM
727
Meritage Portfolio Management
Kansas
$583K
ECG
728
Edge Capital Group
Georgia
$580K +$16K +91 +3%
DA
729
Doliver Advisors
Texas
$575K +$575K +3,267 New
TWA
730
TCI Wealth Advisors
Arizona
$574K +$3.69K +21 +0.6%
GT
731
Glenview Trust
Kentucky
$574K +$79.8K +453 +16%
Kovitz Investment Group Partners
732
Kovitz Investment Group Partners
Illinois
$568K -$171K -974 -23%
MP
733
McDonald Partners
Ohio
$562K +$562K +3,194 New
SWM
734
Southern Wealth Management
Texas
$561K +$561K +3,187 New
DWT
735
Dorsey & Whitney Trust
South Dakota
$560K +$2.11K +12 +0.4%
SCM
736
SOL Capital Management
Maryland
$559K
WP
737
WMS Partners
Maryland
$555K +$555K +3,155 New
FA
738
Fortis Advisors
Pennsylvania
$554K +$1.93K +11 +0.4%
GC
739
Grimes & Company
Massachusetts
$549K -$67.8K -385 -11%
WA
740
Wealthstream Advisors
New York
$546K +$704 +4 +0.1%
Renaissance Technologies
741
Renaissance Technologies
New York
$545K -$299K -1,700 -35%
AHC
742
Anderson Hoagland & Co
Missouri
$545K
KCM
743
Kathmere Capital Management
Pennsylvania
$545K +$73.9K +420 +16%
AWA
744
Arkadios Wealth Advisors
Georgia
$544K -$22K -125 -4%
IC
745
IEQ Capital
California
$542K -$3.7K -21 -0.7%
CAM
746
Cidel Asset Management
Ontario, Canada
$538K -$61.6K -350 -10%
GWM
747
Grand Wealth Management
Michigan
$537K
CWA
748
Canvas Wealth Advisors
Kansas
$536K -$84.3K -502 -14%
MWM
749
Meridian Wealth Management
Kentucky
$533K +$1.06K +6 +0.2%
VWA
750
Visionary Wealth Advisors
Illinois
$532K -$1.42M -8,094 -73%