VBR icon

Vanguard Small-Cap Value ETF

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
1026
NWK Group
California
$49K
CAAS
1027
Capital Asset Advisory Services
Michigan
$48K +$177 +1 +0.4%
MWM
1028
Mascoma Wealth Management
New Hampshire
$47K +$12.1K +68 +35%
Fuller & Thaler Asset Management
1029
Fuller & Thaler Asset Management
California
$47K +$47K +261 New
AWA
1030
Amplius Wealth Advisors
Pennsylvania
$47K +$47K +263 New
GCM
1031
Garland Capital Management
Washington
$43K +$177 +1 +0.4%
AIM
1032
AHL Investment Management
Florida
$41K +$41K +228 New
AW
1033
Alaethes Wealth
Nevada
$41K +$41K +231 New
SFPG
1034
Stonebridge Financial Planning Group
Florida
$40K +$40K +240 New
EW
1035
Evoke Wealth
California
$39K
WPA
1036
West Paces Advisors
Georgia
$38.8K +$35.8K +200 +1,176%
HFS
1037
Hantz Financial Services
Michigan
$38K +$710 +4 +2%
KTC
1038
Kistler-Tiffany Companies
Pennsylvania
$37K
EW
1039
Element Wealth
Mississippi
$36K +$177 +1 +0.5%
COCM
1040
Charter Oak Capital Management
New Hampshire
$35K +$6.89K +39 +25%
WWM
1041
Wolff Wiese Magana
California
$34K
GFPC
1042
Global Financial Private Client
Florida
$34K -$17.9K -100 -34%
SBL
1043
Sargent Bickham Lagudis
Colorado
$33K
PFA
1044
Professional Financial Advisors
Nebraska
$33K +$180 +1 +0.5%
WT
1045
Washington Trust
Rhode Island
$32K
SFC
1046
SYM Financial Corp
Indiana
$32K
AP
1047
Atwood & Palmer
Missouri
$32K
MPCG
1048
Matrix Private Capital Group
New York
$32K
LWA
1049
Lenox Wealth Advisors
New York
$31K +$352 +2 +1%
MAM
1050
Meeder Asset Management
Ohio
$30K -$37.3K -205 -55%