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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 %
IDA
501
Intelligence Driven Advisers
California
$425K -$10.8K -79 -2%
SQA
502
Simon Quick Advisors
New Jersey
$425K +$184K +1,346 +77%
CA
503
Clearstead Advisors
Ohio
$422K +$11.5K +84 +3%
TFA
504
TPG Financial Advisors
Oregon
$421K +$12.7K +93 +3%
SWM
505
Selective Wealth Management
Virginia
$419K -$106K -773 -20%
BS
506
Boenning & Scattergood
Pennsylvania
$416K -$35.8K -261 -8%
1WA
507
180 Wealth Advisors
Washington
$415K +$102K +742 +33%
VWA
508
Visionary Wealth Advisors
Illinois
$415K +$415K +3,026 New
PAIM
509
Punch & Associates Investment Management
Minnesota
$414K +$414K +3,022 New
APG
510
Abacus Planning Group
South Carolina
$413K +$137 +1 +0%
KA
511
Kovack Advisors
Florida
$411K +$50.6K +369 +14%
GC
512
Grimes & Company
Massachusetts
$409K
TL
513
TrueWealth LLC
Georgia
$408K +$137 +1 +0%
PMFA
514
Plante Moran Financial Advisors
Michigan
$407K -$3.29K -24 -0.8%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$406K +$21.8K +159 +6%
DPI
516
Diversified Portfolios Inc
Michigan
$401K +$86.5K +631 +28%
WCAMG
517
Woodard & Company Asset Management Group
North Carolina
$400K +$2.06K +15 +0.5%
CCA
518
Clearwater Capital Advisors
Illinois
$399K -$265K -1,934 -40%
WAG
519
Winthrop Advisory Group
Massachusetts
$397K -$18.8K -137 -5%
RMA
520
Roffman Miller Associates
Pennsylvania
$389K +$2.75K +20 +0.7%
RPWA
521
Regent Peak Wealth Advisors
Georgia
$387K +$387K +2,825 New
NAS
522
Nicolet Advisory Services
Wisconsin
$383K -$2.2K -16 -0.6%
BCA
523
Bay Colony Advisors
Massachusetts
$381K -$188K -1,363 -33%
SBIA
524
Sheaff Brock Investment Advisors
Indiana
$381K
SW
525
SkyOak Wealth
Michigan
$381K +$381K +2,782 New