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Vanguard Small-Cap Value ETF

476 hedge funds and large institutions have $4.82B invested in Vanguard Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
11.87%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.85%
New
55
Increased
217
Reduced
141
Closed
19
Calls
$4.09M
Puts
$7.6M
Net Calls
-$3.51M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
JC
326
Jentner Corp
Ohio
$384K -$10.9K -89 -3%
Brown Advisory
327
Brown Advisory
Maryland
$378K
PJSIMP
328
P.J. Schmidt Investment Management (PJS)
Wisconsin
$360K
SBIA
329
Sheaff Brock Investment Advisors
Indiana
$360K +$40K +326 +13%
WS
330
Wedbush Securities
California
$355K -$22.8K -185 -6%
W
331
Wealthfront
California
$355K +$355K +2,889 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$352K +$161K +1,311 +84%
BRWA
333
B. Riley Wealth Advisors
Florida
$344K +$4.18K +34 +1%
AG
334
Appleton Group
Wisconsin
$333K +$10.1K +82 +3%
SFS
335
Strategic Financial Services
New York
$333K +$30.8K +250 +10%
RWA
336
Ropes Wealth Advisors
Massachusetts
$332K
AllianceBernstein
337
AllianceBernstein
Tennessee
$332K +$332K +2,704 New
RWP
338
RWA Wealth Partners
Massachusetts
$328K +$328K +2,667 New
JFG
339
JMG Financial Group
Illinois
$326K -$113K -917 -26%
SC
340
SouthState Corp
Florida
$322K
EWMCB
341
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K -$37.7K -307 -11%
NSIM
342
North Star Investment Management
Illinois
$317K +$1.11K +9 +0.4%
GHAM
343
Gilman Hill Asset Management
Connecticut
$301K
AP
344
Appleton Partners
Massachusetts
$298K +$298K +2,425 New
TFF
345
The Family Firm
Maryland
$297K -$78.7K -641 -21%
LFA
346
Landmark Financial Advisors
Kentucky
$295K
EFS
347
Essex Financial Services
Connecticut
$295K +$45.5K +370 +18%
NP
348
NorthRock Partners
Minnesota
$294K -$12.3K -100 -4%
DPI
349
Diversified Portfolios Inc
Michigan
$288K +$860 +7 +0.3%
CB
350
Chemical Bank
Michigan
$284K +$24.6K +200 +9%