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Vanguard Small-Cap Value ETF

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
401
Wealthspire Advisors (New York)
New York
$430K +$430K +4,842 New
PA
402
Procyon Advisors
Connecticut
$427K -$58.6K -660 -12%
TWP
403
TFO Wealth Partners
Ohio
$426K -$52.3K -590 -11%
BO
404
BRR OpCo
Ohio
$420K +$204K +2,304 +95%
S
405
Surevest
California
$417K -$109K -1,226 -21%
LCM
406
Liberty Capital Management
Michigan
$414K +$414K +4,660 New
PWM
407
PBMares Wealth Management
Virginia
$411K +$239K +2,699 +139%
Vanguard Group
408
Vanguard Group
Pennsylvania
$410K -$24.9K -281 -6%
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$408K -$3.38K -38 -0.8%
SIAS
410
Shine Investment Advisory Services
Colorado
$406K
HA
411
HYA Advisors
Missouri
$403K +$102K +1,154 +34%
HWA
412
Heartwood Wealth Advisors
Virginia
$395K -$3.55K -40 -0.9%
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$393K -$74.7K -841 -16%
RGC
414
Roberts, Glore & Co
Illinois
$393K -$6.48K -73 -2%
DIA
415
Davidson Investment Advisors
Montana
$392K -$175K -1,970 -31%
HFA
416
Hoover Financial Advisors
Pennsylvania
$392K +$710 +8 +0.2%
ANTB
417
AMG National Trust Bank
Colorado
$392K +$392K +4,415 New
BAMG
418
Brand Asset Management Group
Missouri
$388K +$103K +1,156 +36%
RC
419
RegentAtlantic Capital
New Jersey
$387K +$5.06K +57 +1%
NDSI
420
Newman Dignan & Sheerar Inc
Rhode Island
$382K -$532K -5,807 -58%
PWM
421
Perigon Wealth Management
California
$382K -$47.9K -490 -11%
IIC
422
Integrated Investment Consultants
Michigan
$381K -$246K -2,773 -39%
JCM
423
Jag Capital Management
Missouri
$380K +$22.9K +258 +6%
1WA
424
180 Wealth Advisors
Washington
$375K +$121K +1,445 +48%
AC
425
Alexandria Capital
Virginia
$374K +$1.69K +19 +0.5%