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Vanguard Small-Cap ETF

474 hedge funds and large institutions have $4.96B invested in Vanguard Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 227 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+36
Holders Change %
+8.22%
% of All Funds
12.45%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1%
New
74
Increased
227
Reduced
109
Closed
30
Calls
$5.18M
Puts
$6.26M
Net Calls
-$1.09M
Net Calls Change
+$4.59M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
SHJ
427
Sharkey, Howes & Javer
Colorado
$155K -$70.5K -639 -31%
RWA
428
Ropes Wealth Advisors
Massachusetts
$145K
LNB
429
Ledyard National Bank
$133K +$133K +1,205 New
LWA
430
Lenox Wealth Advisors
New York
$129K
AIP
431
Ameritas Investment Partners
Nebraska
$124K +$69.1K +629 +126%
LIA
432
LS Investment Advisors
Michigan
$122K +$16.8K +152 +16%
PMFA
433
Plante Moran Financial Advisors
Michigan
$120K +$552 +5 +0.5%
AF
434
Allworth Financial
California
$117K
QAM
435
QCI Asset Management
New York
$115K +$9.44K +85 +9%
OFS
436
Orrstown Financial Services
Pennsylvania
$110K
PFSC
437
Peoples Financial Services Corp
Pennsylvania
$108K
HNB
438
Huntington National Bank
Ohio
$107K -$104K
FFC
439
First Financial Corp
Indiana
$106K -$30.4K -274 -22%
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$87K +$73.9K +667 +565%
TIM
442
Tortoise Investment Management
New York
$82K +$9.93K +90 +14%
KM
443
Kalos Management
Georgia
$73K
JIC
444
Joel Isaacson & Co
New York
$66K +$28.4K +258 +75%
JAM
445
Jolley Asset Management
North Carolina
$64K +$64K +580 New
GWS
446
Glassman Wealth Services
Virginia
$59K
ZB
447
Zions Bancorporation
Utah
$59K +$59K +600 New
UFA
448
US Financial Advisors
Massachusetts
$57K +$22.8K +207 +67%
OSNBOA
449
Old Second National Bank of Aurora
Illinois
$50K
MFW
450
Mosaic Family Wealth
Missouri
$50K +$50K +456 New