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Vanguard Small-Cap Value ETF

776 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+91
Holders Change %
+13.28%
% of All Funds
15.32%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.07%
New
143
Increased
332
Reduced
213
Closed
44
Calls
$2.7M
Puts
$1.26M
Net Calls
+$1.44M
Net Calls Change
-$5.63M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
301
Intercontinental Wealth Advisors
Texas
$1.3M
PA
302
PFG Advisors
Arizona
$1.3M -$15.1K -111 -1%
BCM
303
BTC Capital Management
Iowa
$1.3M -$1.23K -9 -0.1%
TI
304
Truepoint Inc
Ohio
$1.29M -$113K -825 -8%
UA
305
Unison Advisors
District of Columbia
$1.29M +$69.2K +505 +6%
AI
306
Atria Investments
North Carolina
$1.29M +$94.7K +691 +8%
KOMWMG
307
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.27M +$1.27M +9,246 New
CI
308
CX Institutional
Indiana
$1.26M -$24.8K -181 -2%
SFP
309
Strategic Financial Partners
Oregon
$1.26M +$1.26M +9,174 New
CWAG
310
Compton Wealth Advisory Group
Virginia
$1.25M +$331K +2,415 +36%
MSWMA
311
Market Street Wealth Management Advisors
Indiana
$1.25M +$384K +2,798 +44%
TFGT
312
TS Financial Group (TSFG)
Illinois
$1.25M -$1.52M -11,087 -55%
MHIC
313
Marble Harbor Investment Counsel
Massachusetts
$1.22M +$289K +2,110 +31%
SW
314
SVB Wealth
Massachusetts
$1.22M +$853K +6,223 +234%
AIM
315
AMI Investment Management
Indiana
$1.22M
LPIC
316
LeJeune Puetz Investment Counsel
Michigan
$1.21M +$1.06M +7,750 +721%
TCM
317
Telos Capital Management
California
$1.21M +$14.4K +105 +1%
IWM
318
IHT Wealth Management
Illinois
$1.2M +$105K +765 +10%
LWP
319
Legacy Wealth Planning
Nevada
$1.2M +$1.2M +8,759 New
GC
320
Gilbert & Cook
Iowa
$1.18M +$4.25K +31 +0.4%
SWM
321
SeaCrest Wealth Management
New York
$1.18M +$215K +1,569 +22%
PWAC
322
Private Wealth Advisors (California)
California
$1.16M -$31.4K -229 -3%
RC
323
Roundview Capital
New Jersey
$1.15M -$15.1K -110 -1%
SC
324
SouthState Corp
Florida
$1.14M +$2.47K +18 +0.2%
BC
325
Burney Company
Virginia
$1.14M +$74.2K +541 +7%