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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 %
PCA
201
Peddock Capital Advisors
Massachusetts
$3.16M +$452K +3,390 +17%
JIC
202
Joel Isaacson & Co
New York
$3.15M +$688K +5,163 +28%
WA
203
Waverly Advisors
Alabama
$3.14M +$1.4M +10,489 +80%
GHAM
204
Gilman Hill Asset Management
Connecticut
$3.14M -$800 -6 -0%
WI
205
Wintrust Investments
Illinois
$3.12M +$534K +4,006 +21%
DAS
206
Dynamic Advisor Solutions
Arizona
$3.09M +$26.1K +196 +0.9%
JAFL
207
Jay A. Fishman Ltd
Michigan
$3.08M +$3.08M +23,125 New
MCTIC
208
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.06M -$2.31M
CTA
209
Chesley Taft & Associates
Illinois
$2.99M -$12K -90 -0.4%
BGDI
210
BW Gestao de Investimentos
Brazil
$2.94M -$400K -3,004 -12%
CWM
211
Connecticut Wealth Management
Connecticut
$2.9M +$2.9M +22,159 New
JFG
212
JMG Financial Group
Illinois
$2.9M -$118K -884 -4%
TWA
213
Tillar-Wenstrup Advisors
Ohio
$2.82M +$343K +2,571 +14%
BF
214
BOK Financial
Oklahoma
$2.79M +$236K +1,772 +9%
Brown Advisory
215
Brown Advisory
Maryland
$2.79M +$31.6K +237 +1%
LFAS
216
Level Four Advisory Services
Texas
$2.75M +$1.59M +12,126 +137%
FNFDCM
217
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.68M +$68.4K +513 +3%
WA
218
Wealth Architects
California
$2.67M -$45.7K -343 -2%
AA
219
Advisory Alpha
Michigan
$2.65M -$95.5K -739 -3%
RJA
220
Robshaw & Julian Associates
New York
$2.63M -$72.6K -545 -3%
FMWA
221
Forvis Mazars Wealth Advisors
Missouri
$2.57M +$1.08M +8,120 +73%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$2.53M +$2.01M +15,061 +381%
OC
223
Oppenheimer & Co
New York
$2.53M +$805K +6,038 +47%
CJA
224
C-J Advisory
California
$2.52M -$1.07K -8 -0%
MAM
225
Marquette Asset Management
Minnesota
$2.47M -$152K -1,142 -6%