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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 %
CTC
326
Central Trust Company
Missouri
$112K
BRWM
327
B. Riley Wealth Management
Tennessee
$85K +$85K +749 New
SSB
328
Sandy Spring Bank
Maryland
$79K -$423K -3,748 -84%
RNS
329
Robert N. Shapiro
$72K +$72K +637 New
JFA
330
JNBA Financial Advisors
Minnesota
$64K -$35.6K -317 -36%
RFA
331
Reilly Financial Advisors
California
$64K -$5.28K -47 -8%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$63.3K +$18.1K +160 +40%
CCS
333
Crosspoint Capital Strategies
California
$63K
TIM
334
Tortoise Investment Management
New York
$59K
DADC
335
D.A. Davidson & Co
Montana
$57K +$47.2K +420 +483%
AA
336
Apriem Advisors
California
$56K
BJ
337
Brouwer & Janachowski
California
$54K +$54K +481 New
QAM
338
QCI Asset Management
New York
$48K +$13.6K +120 +39%
HCP
339
Holt Capital Partners
Texas
$45K
PSI
340
Pinnacle Summer Investments
Virginia
$44K +$8.71K +79 +25%
FFC
341
First Financial Corp
Indiana
$38K
CG
342
Colony Group
Massachusetts
$37K
OC
343
Oakworth Capital
Alabama
$36K -$11.3K -100 -24%
VIA
344
Vantage Investment Advisors
Pennsylvania
$31K
TCM
345
Tradewinds Capital Management
Washington
$31K
DOA
346
D'Orazio & Associates
Virginia
$30K
PR
347
Payden & Rygel
California
$27K
TWA
348
TCI Wealth Advisors
Arizona
$27K +$14K +122 +107%
WCM
349
Wealthcare Capital Management
Virginia
$26K
WEC
350
Winslow Evans & Crocker
Massachusetts
$26K +$14.7K +130 +130%