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Vanguard S&P Small-Cap 600 Value ETF

136 hedge funds and large institutions have $468M invested in Vanguard S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
44
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
101
SignalPoint Asset Management
Missouri
$235K
Bank of New York Mellon
102
Bank of New York Mellon
New York
$222K -$180 -2 -0.1%
CAC
103
Certified Advisory Corp
Florida
$218K +$218K +2,418 New
SAS
104
SMI Advisory Services
Indiana
$204K -$19.3M -213,988 -99%
KNFPWM
105
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$203K +$203K +2,244 New
CWC
106
Carolinas Wealth Consulting
North Carolina
$154K +$1.45K +16 +0.9%
RIM
107
Rockbridge Investment Management
New York
$135K
TFS
108
TrustCore Financial Services
Tennessee
$126K
HCP
109
Hexagon Capital Partners
Arkansas
$110K
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$92K +$34.3K +378 +59%
ZB
111
Zions Bancorporation
Utah
$83K +$83K +920 New
SIC
112
SJS Investment Consulting
Ohio
$76K +$76K +844 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$64K
EWA
114
EverSource Wealth Advisors
Alabama
$61K +$61K +680 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$59K +$52.6K +588 +817%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$54K
PFA
117
Professional Financial Advisors
Nebraska
$49K +$1.45K +16 +3%
AF
118
Advisornet Financial
Minnesota
$47K +$3.83K +42 +9%
Citigroup
119
Citigroup
New York
$36K
IA
120
IFP Advisors
Florida
$35K
IAG
121
Investmark Advisory Group
Connecticut
$35K +$35K +388 New
CFGS
122
Concourse Financial Group Securities
Alabama
$31K
HI
123
Harbour Investments
Wisconsin
$24K -$171K -1,864 -88%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$22K -$87.5K -1,002 -80%
SC
125
Sierra Capital
Florida
$19K +$19K +210 New