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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 %
OC
201
Oarsman Capital
Wisconsin
$913K +$2.65K +24 +0.3%
PCA
202
Personal Capital Advisors
California
$883K +$259K +2,346 +42%
TFA
203
Transamerica Financial Advisors
Florida
$883K +$883K +7,974 +265,800%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$849K +$149K +1,349 +21%
AL
205
Aspiriant LLC
California
$848K -$39.7K -359 -4%
CAW
206
Cornerstone Advisors (Washington)
Washington
$836K
OCM
207
One Capital Management
California
$827K +$14.9K +135 +2%
WCM
208
Weatherstone Capital Management
Colorado
$825K -$158K -1,427 -16%
CWM
209
Concert Wealth Management
California
$825K -$145K -1,308 -15%
WT
210
Whittier Trust
California
$814K +$67.1K +606 +9%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$800K +$67.6K +603 +9%
WP
212
WMS Partners
Maryland
$797K
SG
213
Somerset Group
Minnesota
$787K
NL
214
NWAM LLC
Washington
$772K +$49.1K +444 +7%
BRWA
215
B. Riley Wealth Advisors
Florida
$771K -$909K -8,210 -54%
PCM
216
Parsons Capital Management
Rhode Island
$769K -$41.5K -375 -5%
Luther King Capital Management (LKCM)
217
Luther King Capital Management (LKCM)
Texas
$767K +$269K +2,434 +54%
DSC
218
Duncker Streett & Co
Missouri
$756K
BAC
219
Boys Arnold & Co
North Carolina
$753K -$1.09M -9,890 -59%
BSW
220
Buckingham Strategic Wealth
Missouri
$743K
HighTower Advisors
221
HighTower Advisors
Illinois
$734K -$5.64M -50,981 -88%
CWM
222
Cranbrook Wealth Management
Michigan
$725K +$3.98K +36 +0.6%
AI
223
Atria Investments
North Carolina
$723K +$9.85K +89 +1%
GA
224
Geneva Advisors
Illinois
$716K -$27.7K -250 -4%
TFO
225
Tarbox Family Office
California
$710K -$14.9K -135 -2%