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Vanguard Small-Cap Value ETF

590 hedge funds and large institutions have $6.17B invested in Vanguard Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 250 increasing their positions, 187 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
13.54%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.1%
New
56
Increased
250
Reduced
187
Closed
39
Calls
$2.38M
Puts
$2.95M
Net Calls
-$568K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
301
TCI Wealth Advisors
Arizona
$735K -$70.8K -547 -9%
PA
302
PFG Advisors
Arizona
$726K +$173K +1,333 +31%
MFS
303
McNamara Financial Services
Massachusetts
$715K -$51.9K -401 -7%
JIC
304
Joel Isaacson & Co
New York
$708K +$2.2K +17 +0.3%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$701K +$2.46K +19 +0.4%
PCM
306
Parsons Capital Management
Rhode Island
$701K +$216K +1,670 +45%
BOH
307
Bank of Hawaii
Hawaii
$690K +$690K +5,335 New
TIM
308
Tortoise Investment Management
New York
$685K +$161K +1,242 +31%
GJIC
309
Gamble Jones Investment Counsel
California
$680K +$2.98K +23 +0.4%
JIC
310
Johnson Investment Counsel
Ohio
$679K -$42.7K -330 -6%
CFD
311
Creative Financial Designs
Indiana
$675K +$17.6K +136 +3%
FT
312
Fiduciary Trust
Massachusetts
$672K -$79.5K -614 -11%
ABC
313
Associated Banc-Corp
Wisconsin
$628K -$25K -193 -4%
IB
314
Intrust Bank
Kansas
$624K -$148K -1,148 -19%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$623K -$10.4K -80 -2%
SQA
316
Simon Quick Advisors
New Jersey
$621K -$459K -3,546 -42%
BDF
317
Balasa Dinverno & Foltz
$602K +$46.8K +362 +8%
RIA
318
Regal Investment Advisors
Michigan
$598K +$6.99K +54 +1%
MBA
319
McQueen Ball & Associates
Pennsylvania
$596K -$55.3K -427 -8%
EWMCB
320
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$593K +$200K +1,543 +51%
CAG
321
Csenge Advisory Group
Florida
$579K +$197K +1,519 +51%
NHC
322
Nicholas Hoffman & Company
Georgia
$577K -$243K -1,873 -30%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$573K -$25.3K -200 -4%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$562K -$8.42K -65 -1%
IWC
325
Integrated Wealth Concepts
Massachusetts
$561K +$61.8K +489 +12%