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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 %
F
301
Filament
Washington
$242K -$48.2K -426 -17%
BC
302
Bartlett & Co
Ohio
$242K
GF
303
Goodman Financial
Texas
$239K +$2.03K +18 +0.9%
AWA
304
AmeriServ Wealth Advisors
Pennsylvania
$232K -$272K -2,400 -54%
TSWM
305
Triangle Securities Wealth Management
North Carolina
$227K +$21K +230 +10%
EB
306
Eastern Bank
Massachusetts
$226K -$18.9K -167 -8%
GF
307
Gerstein Fisher
New York
$226K +$226K +2,000 New
SPIA
308
Strategic Point Investment Advisors
Rhode Island
$225K +$27K +240 +14%
WA
309
Winfield Associates
Ohio
$218K -$6.66K -59 -3%
BFM
310
Boston Financial Management
Massachusetts
$217K -$6.2K -55 -3%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K +$42.3K +375 +24%
AMIM
312
Aull & Monroe Investment Management
Alabama
$208K -$5.65K -50 -3%
3AM
313
3D Asset Management
Connecticut
$206K +$206K +1,824 New
GAM
314
Gemmer Asset Management
California
$205K +$205K +1,818 New
PAM
315
Princeton Alpha Management
New Jersey
$203K +$203K +1,795 New
SFA
316
Sequoia Financial Advisors
Ohio
$202K -$12.7K -112 -6%
MPAM
317
Murphy Pohlad Asset Management
Minnesota
$202K +$202K +1,790 New
CFS
318
Community Financial System
New York
$198K -$11.3K -100 -5%
PO
319
Private Ocean
California
$194K
LWA
320
Lenox Wealth Advisors
New York
$165K +$165K +1,446 New
FHA
321
First Horizon Advisors
Tennessee
$162K +$3.91K +35 +2%
PMFA
322
Plante Moran Financial Advisors
Michigan
$147K +$36.4K +322 +33%
PAS
323
Partnervest Advisory Services
California
$141K +$39.5K +351 +39%
DBT
324
Dubuque Bank & Trust
Iowa
$136K +$136K +1,200 New
PFSC
325
Peoples Financial Services Corp
Pennsylvania
$120K -$16.9K -150 -12%