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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 %
HIS
976
Horizon Investment Services
Indiana
$260K +$260K +1,639 New
SYBT
977
Stock Yards Bank & Trust
Kentucky
$260K
BIA
978
Bell Investment Advisors
California
$260K +$159 +1 +0.1%
MWA
979
Mills Wealth Advisors
Texas
$258K +$258K +1,626 New
CPG
980
Cornerstone Planning Group
New Jersey
$256K +$256K +1,558 New
Kovitz Investment Group Partners
981
Kovitz Investment Group Partners
Illinois
$256K -$127K -800 -33%
SIC
982
SJS Investment Consulting
Ohio
$256K -$156K -981 -38%
BWM
983
Benchmark Wealth Management
Connecticut
$256K -$12.9K -81 -5%
HJMC
984
Hellman Jordan Management Company
Massachusetts
$254K +$31.8K +200 +14%
RWA
985
Rooted Wealth Advisors
Illinois
$254K +$254K +1,600 New
CI
986
Ceera Investments
Texas
$252K -$5.72K -36 -2%
RWM
987
Ritholtz Wealth Management
New York
$252K +$252K +1,586 New
HSBC Holdings
988
HSBC Holdings
United Kingdom
$251K
EK
989
Evensky & Katz
Florida
$250K +$35.1K +221 +16%
FA
990
Fortis Advisors
Pennsylvania
$249K +$1.75K +11 +0.7%
SIC
991
Sterling Investment Counsel
New York
$249K -$162K -1,020 -39%
CWP
992
Corepath Wealth Partners
Arizona
$248K
TSWM
993
Tyler-Stone Wealth Management
Ohio
$247K +$1.43K +9 +0.6%
B
994
Bridgeworth
Alabama
$246K -$8.89K -56 -3%
CT
995
Colonial Trust
South Carolina
$242K +$42.4K +267 +21%
WAG
996
Winthrop Advisory Group
Massachusetts
$241K +$476 +3 +0.2%
WHCI
997
W.H. Cornerstone Investments
Massachusetts
$240K +$506 +3 +0.2%
SPWM
998
Schrum Private Wealth Management
Florida
$239K
AA
999
Argent Advisors
Louisiana
$238K
SAM
1000
Summit Asset Management
Tennessee
$238K