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Vanguard Small-Cap ETF

668 hedge funds and large institutions have $9.15B invested in Vanguard Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 205 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+37
Holders Change %
+5.86%
% of All Funds
16.65%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.52%
New
81
Increased
289
Reduced
205
Closed
40
Calls
$4.96M
Puts
$33M
Net Calls
-$28.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Shares
Change %
FFW
101
Fusion Family Wealth
New York
$9.83M +$9.83M +73,754 New
PFA
102
Paradigm Financial Advisors
Missouri
$9.62M +$56.2K +422 +0.6%
SPIA
103
Steward Partners Investment Advisory
New York
$9.49M +$9.49M +71,233 New
WIC
104
Whitegate Investment Counselors
New Hampshire
$9.26M +$184K +1,383 +2%
HighTower Advisors
105
HighTower Advisors
Illinois
$9.21M +$2.79M +20,964 +44%
Mariner
106
Mariner
Kansas
$9.21M -$980K -7,353 -10%
RFC
107
Regions Financial Corp
Alabama
$9.15M +$124K +928 +1%
UCFA
108
United Capital Financial Advisors
Texas
$9.09M -$1.41M -10,568 -13%
GFPC
109
Global Financial Private Capital
Florida
$9.09M +$9.09M +68,195 New
WOA
110
Water Oak Advisors
Florida
$8.97M +$377K +2,825 +4%
FWP
111
Fiduciary Wealth Partners
Massachusetts
$8.87M -$202K -1,519 -2%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$8.86M +$2.6M +19,499 +42%
PSUF
113
People's United Financial
Connecticut
$8.84M +$1.09M +8,146 +14%
CCM
114
Coldstream Capital Management
Washington
$8.83M +$150K +1,124 +2%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$8.8M -$7.85M -58,902 -47%
CA
116
Cetera Advisors
Colorado
$8.66M -$374K -2,807 -4%
BAM
117
Berkshire Asset Management
Pennsylvania
$8.66M -$509K -3,822 -6%
JFA
118
JNBA Financial Advisors
Minnesota
$8.6M -$698K -5,236 -8%
CCM
119
Condor Capital Management
New Jersey
$8.47M -$480K -3,599 -5%
RW
120
Rand Wealth
Maryland
$8.38M -$1.06M -7,950 -11%
MWM
121
Merriman Wealth Management
Washington
$8.13M +$288K +2,161 +4%
AFP
122
Ausdal Financial Partners
Iowa
$8.02M +$4.27M +32,038 +114%
BP
123
Ballentine Partners
Massachusetts
$7.78M +$26.9K +202 +0.3%
FA
124
FDx Advisors
Illinois
$7.74M -$2.9M -21,773 -27%
SCM
125
Stonehearth Capital Management
Massachusetts
$7.68M +$105K +785 +1%