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Vanguard Small-Cap Value ETF

295 hedge funds and large institutions have $1.85B invested in Vanguard Small-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 146 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
7.87%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.72%
New
31
Increased
146
Reduced
60
Closed
17
Calls
$2.04M
Puts
$591K
Net Calls
+$1.44M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PSUF
251
People's United Financial
Connecticut
$70K +$28.9K +265 +70%
MWAN
252
Mariner Wealth Advisors (NYC)
Kansas
$70K +$70K +640 New
Lazard Asset Management
253
Lazard Asset Management
New York
$66K
MWP
254
MYCIO Wealth Partners
Pennsylvania
$65K +$16.5K +152 +34%
RIA
255
Regal Investment Advisors
Michigan
$60K
TIM
256
Tortoise Investment Management
New York
$59K
TF
257
Tompkins Financial
New York
$55K
PMFA
258
Plante Moran Financial Advisors
Michigan
$55K
AWS
259
Aris Wealth Services
Pennsylvania
$46K +$46K +418 New
NHFG
260
New Harbor Financial Group
Massachusetts
$44K
BC
261
Bartlett & Co
Ohio
$44K
HI
262
Hudock Inc
Pennsylvania
$43K
EWM
263
Evercore Wealth Management
New York
$41K +$41K +370 New
TFA
264
Transamerica Financial Advisors
Florida
$40K +$40K +363 New
FANJ
265
Financial Architects (New Jersey)
New Jersey
$39K -$79.6K -731 -67%
PO
266
Private Ocean
California
$38K
AWM
267
AllSquare Wealth Management
New York
$37K
NEAM
268
New England Asset Management
Connecticut
$33K +$33K +300 New
LIA
269
LS Investment Advisors
Michigan
$32K
JAM
270
JCIC Asset Management
Ontario, Canada
$31K
HNB
271
Huntington National Bank
Ohio
$30K +$30K +275 New
TNB
272
Thomasville National Bank
Georgia
$29K +$29K +266 New
PCM
273
Parsons Capital Management
Rhode Island
$27K -$270K -2,500 -91%
WTC
274
WhitTier Trust Company
Nevada
$26K +$1.32K +12 +5%
BRWM
275
B. Riley Wealth Management
Tennessee
$26K +$13.2K +124 +102%