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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 %
HWP
501
Hefty Wealth Partners
Indiana
$65K -$16.3K -126 -20%
PS
502
Portfolio Solutions
Michigan
$65K
BC
503
Bartlett & Co
Ohio
$65K
BCWM
504
Bartlett & Co Wealth Management
Ohio
$64.7K +$64.7K +500 New
PWM
505
Perigon Wealth Management
California
$55K
SFSIG
506
San Francisco Sentry Investment Group
California
$54K -$257 -2 -0.5%
LF
507
Lee Financial
Texas
$53K -$24.2K -185 -31%
VNA
508
Valley National Advisers
Pennsylvania
$53K
RCAG
509
Rehmann Capital Advisory Group
Michigan
$53K +$53K +407 New
APP
510
Avantax Planning Partners
Iowa
$51K +$51K +396 New
KF
511
Krilogy Financial
Missouri
$50K +$2.86K +22 +6%
VFA
512
Valeo Financial Advisors
Indiana
$46K +$17.8K +139 +63%
PWAG
513
Polaris Wealth Advisory Group
California
$45K +$45K +349 New
SWP
514
Strategic Wealth Partners
Ohio
$40K +$5.83K +45 +17%
FCB
515
First Command Bank
Texas
$39.5K
VIA
516
Vantage Investment Advisors
Pennsylvania
$39K -$770 -6 -2%
HI
517
Hudock Inc
Pennsylvania
$39K
FCFS
518
First Command Financial Services
Texas
$39K
CFN
519
Cordasco Financial Network
Florida
$38K
ML
520
McAdam LLC
Pennsylvania
$38K +$38K +297 New
CG
521
Cutler Group
California
$37K -$321K -2,495 -90%
PFBT
522
Parkside Financial Bank & Trust
Missouri
$36K
MWM
523
MinichMacGregor Wealth Management
New York
$36K
MSA
524
Marino Stram & Associates
Massachusetts
$31K
BC
525
Barnett & Company
Tennessee
$29K