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Vanguard Small-Cap Value ETF

620 hedge funds and large institutions have $7.08B invested in Vanguard Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+10
Holders Change %
+1.64%
% of All Funds
14.2%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
48
Increased
265
Reduced
173
Closed
36
Calls
$1.9M
Puts
$3.52M
Net Calls
-$1.63M
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Shares
Change %
RC
401
RBO & Co
California
$418K
ISL
402
Ingalls & Snyder LLC
New York
$414K -$6.96K -50 -2%
EHPM
403
Emery Howard Portfolio Management
California
$412K
TL
404
TrueWealth LLC
Georgia
$411K -$83.8K -601 -17%
SPI
405
Santori & Peters Inc
Pennsylvania
$406K +$41K +295 +11%
WS
406
Wedbush Securities
California
$405K +$40.8K +293 +11%
NG
407
Northstar Group
New York
$387K +$24.4K +175 +7%
VCP
408
Vista Capital Partners
Oregon
$385K +$29.9K +215 +8%
PP
409
PDS Planning
Ohio
$384K -$2.37K -17 -0.6%
JC
410
Jentner Corp
Ohio
$379K -$4.46K -32 -1%
RWA
411
Ropes Wealth Advisors
Massachusetts
$376K
GFP
412
Gryphon Financial Partners
Ohio
$373K
IAA
413
Ironsides Asset Advisors
North Carolina
$354K
MCM
414
MAI Capital Management
Ohio
$354K +$36.8K +264 +12%
MWM
415
Mission Wealth Management
California
$352K +$45.3K +325 +15%
KA
416
Kovack Advisors
Florida
$344K -$2.65K -19 -0.8%
PJSIMP
417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K -$5.57K -40 -2%
RWM
418
RKL Wealth Management
Pennsylvania
$338K -$29.4K -211 -8%
RW
419
Rand Wealth
Maryland
$337K -$139 -1 -0%
MA
420
Mutual Advisors
Nebraska
$337K +$27.5K +197 +9%
EWA
421
EP Wealth Advisors
California
$336K +$336K +2,412 New
AIM
422
Advantage Investment Management
Iowa
$335K +$4.88K +35 +1%
SFG
423
StrategIQ Financial Group
Indiana
$331K -$25.2K -181 -7%
RMA
424
Roffman Miller Associates
Pennsylvania
$331K +$331K +2,373 New
CA
425
Clearstead Advisors
Ohio
$327K