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Vanguard S&P Small-Cap 600 Value ETF

131 hedge funds and large institutions have $443M invested in Vanguard S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
20
Increased
52
Reduced
33
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1
Baystate Wealth Management
Massachusetts
$38.5M +$3.44M +38,878 +10%
Bank of America
2
Bank of America
North Carolina
$38.2M +$9.66M +109,044 +34%
UBS Group
3
UBS Group
Switzerland
$37.5M -$346K -3,908 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$27.3M +$301K +3,402 +1%
RH
5
RFG Holdings
Texas
$21.8M -$66.1K -746 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$20.6M +$683K +7,712 +3%
ODIJL
7
One Day In July LLC
Vermont
$17.6M +$619K +6,988 +4%
RJA
8
Raymond James & Associates
Florida
$12.3M +$732K +8,264 +6%
First Manhattan
9
First Manhattan
New York
$11M +$203K +2,294 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.92M +$3.23M +36,486 +48%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$9.8M +$1.39M +15,712 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.29M +$1.96M +22,064 +27%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$8.66M +$6.36M +71,760 +276%
SOAG
14
Silver Oak Advisory Group
Oregon
$8.18M +$208K +2,342 +3%
PAS
15
Park Avenue Securities
New York
$8.07M -$204K -2,306 -2%
LPL Financial
16
LPL Financial
California
$7.94M +$1.27M +14,384 +19%
APC
17
Asset Planning Corporation
Tennessee
$6.96M +$90.4K +1,020 +1%
FBT
18
First Bank & Trust
South Dakota
$6.79M
NF
19
Nvest Financial
New Hampshire
$6.6M +$6.6M +74,490 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.41M +$1.02M +11,518 +19%
SI
21
Stephens Inc
Arkansas
$6.35M -$1.59M -17,938 -20%
RA
22
Riversedge Advisors
Delaware
$5.89M -$243K -2,748 -4%
MAG
23
Mokosak Advisory Group
Iowa
$5.67M -$176K -1,988 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$5.4M +$52.8K +596 +1%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$4.82M +$384K +4,330 +9%