VB icon

Vanguard Small-Cap ETF

362 hedge funds and large institutions have $3.66B invested in Vanguard Small-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-15
Holders Change %
-3.98%
% of All Funds
10.51%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.7%
New
16
Increased
143
Reduced
112
Closed
28
Calls
$6.03M
Puts
$17.1M
Net Calls
-$11.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
26
INR Advisory Services
Pennsylvania
$29.3M +$129K +1,164 +0.4%
MWP
27
Moller Wealth Partners
$26.7M +$13M +117,578 +95%
PA
28
Pinnacle Associates
New York
$23.7M -$58.6K -530 -0.2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$22.6M +$736K +6,649 +3%
MIS
30
Morningstar Investment Services
Illinois
$21.3M +$1.27M +11,483 +6%
HIMC
31
Heritage Investors Management Corp
Maryland
$20.2M -$223K -2,019 -1%
BCI
32
Brinker Capital Investments
Pennsylvania
$18.9M +$46.7K +422 +0.2%
TTWM
33
TCV Trust & Wealth Management
Virginia
$18.3M -$82.8K -748 -0.4%
EA
34
Efficient Advisors
Ohio
$17.8M -$11.2K -101 -0.1%
AAM
35
Autus Asset Management
Arizona
$17.8M +$142K +1,287 +0.8%
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$17.2M +$500K +4,520 +3%
BFPW
37
BOK Financial Private Wealth
Colorado
$14.1M +$239K +2,157 +2%
BAM
38
Barrett Asset Management
New York
$14M +$162K +1,462 +1%
NPC
39
National Planning Corporation
California
$13.4M +$591K +5,341 +5%
WA
40
WBH Advisory
Maryland
$13M +$35.4K +320 +0.3%
ANBT
41
American National Bank & Trust
Texas
$13M -$153K -1,380 -1%
TCM
42
TD Capital Management
Tennessee
$12.9M -$1.05M -9,535 -8%
Citigroup
43
Citigroup
New York
$12.9M -$1.88M -17,021 -13%
AA
44
Advisory Alpha
Michigan
$12.5M +$826K +7,419 +7%
B
45
Baird
Wisconsin
$12.3M +$1.36M +12,253 +12%
PAG
46
Private Advisor Group
New Jersey
$12.2M +$1.96M +17,733 +19%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$12.2M +$171K +1,543 +1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$12.1M +$297K +2,683 +3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$11.9M -$2.15M -19,395 -15%
EWM
50
Evercore Wealth Management
New York
$11.9M -$1.42M -12,835 -11%