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 %
APWA
1176
Atlas Private Wealth Advisors
New Jersey
-$131K -775 Closed
RFA
1177
Reilly Financial Advisors
California
-$89K -526 Closed
OFG
1178
Oxford Financial Group
Indiana
-$76K -450 Closed
RCA
1179
Ranch Capital Advisors
Florida
-$57K -338 Closed
HFM
1180
Hartford Financial Management
Connecticut
-$57K -336 Closed
ETI
1181
Enterprise Trust & Investment
California
-$51K -304 Closed
KIG
1182
Kowal Investment Group
Wisconsin
-$47K -279 Closed
FA
1183
Flagstar Advisors
New York
-$45K -269 Closed
VCM
1184
Vigilant Capital Management
Maine
-$21K -122 Closed
CPC
1185
Consolidated Planning Corp
Georgia
-$18K -109 Closed
CC
1186
Chicago Capital
Illinois
-$18K -108 Closed
CDIA
1187
Capital Directions Investment Advisors
Georgia
-$18K -105 Closed
DOA
1188
D'Orazio & Associates
Virginia
-$17K -100 Closed
HA
1189
Herold Advisors
New York
-$16K -100 Closed
GKWIM
1190
Gerber Kawasaki Wealth & Investment Management
California
-$13K -80 Closed
BCM
1191
Blume Capital Management
California
-$12K -68 Closed
JPLA
1192
Joseph P. Lucia & Associates
New York
-$7K -40 Closed
IF
1193
Ironwood Financial
Arizona
-$6K -36 Closed
OSNBOA
1194
Old Second National Bank of Aurora
Illinois
-$5K -28 Closed
PWA
1195
Phoenix Wealth Advisors
North Carolina
-$4K -23 Closed
CPWM
1196
Cypress Point Wealth Management
Texas
-$3K -15 Closed
TCWA
1197
Ten Capital Wealth Advisors
Washington
-$1K -3 Closed