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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 %
FW
1051
FirstPurpose Wealth
Utah
$200K +$200K +1,260 New
Franklin Resources
1052
Franklin Resources
California
$200K -$11.6K -73 -5%
GI
1053
Gradient Investments
Minnesota
$187K -$6.83K -43 -4%
NHT
1054
New Hampshire Trust
New Hampshire
$185K +$185K +1,166 New
MCC
1055
Money Concepts Capital
Florida
$178K +$60.2K +379 +51%
BWM
1056
BerganKDV Wealth Management
Minnesota
$175K +$16.7K +105 +11%
RDFA
1057
Ritter Daniher Financial Advisory
Ohio
$173K +$173K +1,089 New
NRC
1058
New Republic Capital
North Carolina
$171K +$171K +1,077 New
AIC
1059
Archer Investment Corporation
Indiana
$171K +$74K +466 +76%
VF
1060
VitalStone Financial
Texas
$165K +$165K +1,040 New
JGIA
1061
Jackson Grant Investment Advisers
Connecticut
$165K +$1.11K +7 +0.7%
ECM
1062
EMC Capital Management
Texas
$164K
SN
1063
Sittner & Nelson
Oregon
$163K
LCM
1064
Logan Capital Management
Pennsylvania
$157K -$12.2K -77 -7%
IF
1065
Integrity Financial
Wyoming
$156K +$75.7K +477 +95%
FPB
1066
First PREMIER Bank
South Dakota
$145K
TCM
1067
TD Capital Management
Tennessee
$140K
GWM
1068
Guardian Wealth Management
Illinois
$139K +$99.4K +626 +253%
CIAS
1069
Capital Investment Advisory Services
North Carolina
$133K -$146K -917 -52%
IIL
1070
Insight Inv LLC
California
$133K -$15.6K -98 -10%
HS
1071
Horan Securities
United States
$133K +$159 +1 +0.1%
BBHC
1072
Brown Brothers Harriman & Co
New York
$132K -$128K -809 -49%
PO
1073
Private Ocean
California
$127K
HWMA
1074
Heritage Wealth Management (Arizona)
Arizona
$124K +$124K +784 New
Simplex Trading
1075
Simplex Trading
Illinois
$118K +$98.9K +626 +517%