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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 %
WA
201
Waverly Advisors
Alabama
$915K +$50.7K +449 +6%
PCM
202
Parsons Capital Management
Rhode Island
$904K -$165K -1,458 -15%
OC
203
Oarsman Capital
Wisconsin
$902K +$24.9K +220 +3%
WT
204
Whittier Trust
California
$891K -$579K -5,127 -39%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$882K +$115K +1,016 +15%
FCI
206
Financial Counselors Inc
Kansas
$879K +$83.1K +736 +10%
AA
207
Alesco Advisors
New York
$862K -$116K -1,024 -12%
BRWA
208
B. Riley Wealth Advisors
Florida
$856K +$1.7K +15 +0.2%
CAW
209
Cornerstone Advisors (Washington)
Washington
$853K
OCM
210
One Capital Management
California
$850K +$850K +7,521 New
SHA
211
Smith Hayes Advisers
Nebraska
$846K +$45.1K +399 +6%
DSC
212
Duncker Streett & Co
Missouri
$778K +$14.8K +131 +2%
NL
213
NWAM LLC
Washington
$770K +$53.3K +472 +7%
BSW
214
Buckingham Strategic Wealth
Missouri
$758K -$23.9K -212 -3%
AWA
215
Arete Wealth Advisors
Illinois
$757K -$113K -997 -13%
RMDI
216
R.M. Davis Inc
Maine
$741K +$15.8K +140 +2%
SG
217
Somerset Group
Minnesota
$736K
GA
218
Geneva Advisors
Illinois
$723K +$723K +6,397 New
FTIOP
219
Fiduciary Trust International of Pennsylvania
Pennsylvania
$713K -$25.1K -222 -3%
M&T Bank
220
M&T Bank
New York
$708K +$697K +6,170 +6,634%
AIM
221
Acropolis Investment Management
Missouri
$697K +$697K +6,170 New
HS
222
Huntington Steele
Pennsylvania
$691K
CIBC World Market
223
CIBC World Market
Ontario, Canada
$686K -$173K -1,534 -20%
AI
224
Atria Investments
North Carolina
$685K +$50.3K +445 +8%
CWM
225
Cranbrook Wealth Management
Michigan
$685K +$101K +897 +17%