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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 %
EPWM
501
Essex Private Wealth Management
Massachusetts
$245K
TP
502
Tranquility Partners
Tennessee
$244K -$153K -1,723 -38%
WI
503
Wintrust Investments
Illinois
$244K +$45K +507 +23%
RFC
504
Regions Financial Corp
Alabama
$242K -$38.3K -431 -14%
TFA
505
TPG Financial Advisors
Oregon
$239K -$34.5K -388 -13%
FHC
506
First Heartland Consultants
Missouri
$236K -$39.6K -447 -14%
PIA
507
Pinion Investment Advisors
Kansas
$236K +$7.64K +86 +3%
KA
508
Klingman & Associates
New York
$233K +$6.85K +77 +3%
OFS
509
Oldfather Financial Services
Nebraska
$233K +$233K +2,460 New
Lido Advisors
510
Lido Advisors
California
$227K -$66.2K -744 -23%
OFS
511
Orrstown Financial Services
Pennsylvania
$227K
Fuller & Thaler Asset Management
512
Fuller & Thaler Asset Management
California
$225K +$225K +2,538 New
FP
513
Fiduciary Planning
Florida
$218K -$78.7K -886 -27%
IC
514
Intersect Capital
California
$218K +$78.6K +886 +56%
EWM
515
EPG Wealth Management
Georgia
$216K -$118K -1,325 -35%
NP
516
NorthRock Partners
Minnesota
$213K -$4.98K -56 -2%
AllianceBernstein
517
AllianceBernstein
Tennessee
$212K +$19.3K +217 +10%
WA
518
WP Advisors
California
$211K +$888 +10 +0.4%
LA
519
LexAurum Advisors
Kansas
$211K +$211K +2,371 New
BS
520
Boenning & Scattergood
Pennsylvania
$209K -$60.9K -685 -23%
MWM
521
Meridian Wealth Management
Kentucky
$209K -$23.7K -267 -10%
WF
522
Welch & Forbes
Massachusetts
$209K
EFL
523
ERn Financial LLC
Wisconsin
$208K +$208K +2,337 New
RWP
524
RWA Wealth Partners
Massachusetts
$207K -$4.01M -45,235 -95%
KCPG
525
Kavar Capital Partners Group
Kansas
$207K