VBR icon

Vanguard Small-Cap Value ETF

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
901
1ST Source Bank
Indiana
$246K -$7.48K -50 -3%
RC
902
Rovin Capital
Arizona
$246K -$449 -3 -0.2%
LWP
903
Lumature Wealth Partners
Georgia
$245K -$29.3K -196 -11%
B
904
Bridgeworth
Alabama
$245K -$5.85K -39 -2%
KF
905
Krilogy Financial
Missouri
$243K -$1.2K -8 -0.5%
WS
906
Wedbush Securities
California
$240K +$6.43K +43 +3%
NAS
907
Nicolet Advisory Services
Wisconsin
$238K -$7.63K -50 -3%
PFBT
908
Parkside Financial Bank & Trust
Missouri
$238K +$4.49K +30 +2%
CI
909
Ceera Investments
Texas
$237K +$2.25K +15 +1%
MW
910
Milestone Wealth
New York
$236K -$25.5K -170 -10%
TSWM
911
Tyler-Stone Wealth Management
Ohio
$236K +$14.3K +95 +6%
FW
912
FirstPurpose Wealth
Utah
$236K +$236K +1,575 New
PGF
913
Plan Group Financial
Oklahoma
$235K +$235K +1,569 New
HVP
914
Hudson Value Partners
Florida
$234K -$2.39K -16 -1%
FA
915
Fortis Advisors
Pennsylvania
$232K -$240K -1,603 -51%
FCIM
916
Fairview Capital Investment Management
California
$228K +$56.1K +375 +33%
VWA
917
V Wealth Advisors
Kansas
$227K -$36K -241 -14%
TA
918
TFG Advisers
Michigan
$227K +$6.91K +46 +3%
WAG
919
Winthrop Advisory Group
Massachusetts
$226K -$135K -901 -37%
CWP
920
Corepath Wealth Partners
Arizona
$226K
SAM
921
Seelaus Asset Management
New Jersey
$226K +$749 +5 +0.3%
AA
922
Argent Advisors
Louisiana
$225K -$60.5K -403 -21%
SAM
923
Summit Asset Management
Tennessee
$225K
GI
924
Gradient Investments
Minnesota
$224K -$57.1K -382 -20%
SFG
925
StrategIQ Financial Group
Indiana
$224K