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Vanguard Small-Cap ETF

368 hedge funds and large institutions have $3.6B invested in Vanguard Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
Holders Change %
0%
% of All Funds
10.64%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.98%
New
33
Increased
161
Reduced
123
Closed
29
Calls
$4.5M
Puts
$2.46M
Net Calls
+$2.03M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Covington Capital Management
California
$676K -$12.4K -110 -2%
Brown Advisory
227
Brown Advisory
Maryland
$655K -$32.4K -287 -5%
WP
228
WMS Partners
Maryland
$652K
SFSG
229
Stearns Financial Services Group
North Carolina
$646K -$4.18K -37 -0.6%
JWA
230
JFS Wealth Advisors
Pennsylvania
$641K -$1.16M -10,282 -64%
PCA
231
Personal Capital Advisors
California
$628K -$1.36K -12 -0.2%
NSIM
232
North Star Investment Management
Illinois
$624K -$31.1K -275 -5%
OA
233
Oxbow Advisors
Texas
$616K
Fidelity Investments
234
Fidelity Investments
Massachusetts
$613K +$105K +930 +21%
MPI
235
Mairs & Power Inc
Minnesota
$608K
LCM
236
Lucas Capital Management
New Jersey
$596K +$24.8K +220 +4%
HCM
237
HM Capital Management
Missouri
$590K +$271K +2,400 +85%
TFO
238
Tarbox Family Office
California
$577K +$72.7K +635 +14%
WA
239
WESPAC Advisors
California
$574K -$135K -1,193 -19%
EWM
240
Elite Wealth Management
Washington
$551K +$505K +4,471 +1,093%
William Blair & Company
241
William Blair & Company
Illinois
$518K -$86.1K -763 -14%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$508K -$886K -7,848 -64%
BCM
243
Brookstone Capital Management
Illinois
$496K +$7.01K +62 +1%
BFO
244
Boston Family Office
Massachusetts
$486K
FPCP
245
Fort Point Capital Partners
California
$478K -$47.6K -422 -9%
CB
246
Chemical Bank
Michigan
$476K
MG
247
McCutchen Group
Washington
$476K +$6.1K +54 +1%
SWA
248
SFMG Wealth Advisors
Texas
$467K -$368K -3,262 -44%
ACM
249
Alpha Capital Management
Texas
$464K +$79.7K +706 +21%
DWT
250
Dorsey & Whitney Trust
South Dakota
$460K +$29.3K +260 +7%