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Vanguard Small-Cap ETF

436 hedge funds and large institutions have $4.78B invested in Vanguard Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 209 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+15
Holders Change %
+3.56%
% of All Funds
11.63%
Holding in Top 10
40
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.65%
% of All Funds
1.07%
New
47
Increased
209
Reduced
95
Closed
28
Calls
$1.51M
Puts
$1.41M
Net Calls
+$96K
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
376
Osborne Partners Capital Management
California
$211K +$122 +1 +0.1%
PO
377
Private Ocean
California
$210K
SHJ
378
Sharkey, Howes & Javer
Colorado
$209K +$209K +1,709 New
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K
LWA
380
Lenox Wealth Advisors
New York
$187K +$9.45K +77 +5%
FHA
381
First Horizon Advisors
Tennessee
$173K -$7.96K -65 -4%
RWA
382
Ropes Wealth Advisors
Massachusetts
$161K +$161K +1,315 New
PMFA
383
Plante Moran Financial Advisors
Michigan
$160K
FFC
384
First Financial Corp
Indiana
$157K +$39.9K +325 +34%
WCM
385
Wealthcare Capital Management
Virginia
$148K +$119K +972 +417%
OIA
386
Optimum Investment Advisors
Illinois
$147K
CTC
387
Central Trust Company
Missouri
$145K
PFSC
388
Peoples Financial Services Corp
Pennsylvania
$134K +$2.95K +24 +2%
AF
389
Allworth Financial
California
$130K +$130K +1,061 New
BRWM
390
B. Riley Wealth Management
Tennessee
$120K +$18.1K +149 +18%
HNB
391
Huntington National Bank
Ohio
$109K +$109K +893 New
CMO
392
Covenant Multifamily Offices
Texas
$104K
TIM
393
Tortoise Investment Management
New York
$101K
Simplex Trading
394
Simplex Trading
Illinois
$85K +$85K +700 New
QAM
395
QCI Asset Management
New York
$81K +$492 +4 +0.6%
FANJ
396
Financial Architects (New Jersey)
New Jersey
$78K
OFS
397
Orrstown Financial Services
Pennsylvania
$71K +$39.8K +324 +128%
SFWA
398
Summit Financial Wealth Advisors
Louisiana
$70K -$18.1K -150 -21%
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K +$60.1K +492 +757%
JFA
400
JNBA Financial Advisors
Minnesota
$66K