VBR icon

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 %
PCM
526
Princeton Capital Management
New Jersey
$28K +$28K +218 New
VCM
527
Virtue Capital Management
Tennessee
$26K
GEA
528
Glen Eagle Advisors
New Jersey
$25.2K
MCM
529
Mainstay Capital Management
Michigan
$25K
BWM
530
Baystate Wealth Management
Massachusetts
$24K -$8.92K -68 -27%
SIAP
531
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
JWA
532
JFS Wealth Advisors
Pennsylvania
$23K
VCM
533
Vigilant Capital Management
Maine
$21K -$6.69K -51 -24%
PCA
534
Peddock Capital Advisors
Massachusetts
$20K
SP
535
SWS Partners
Ohio
$20K +$128 +1 +0.6%
BWA
536
BDO Wealth Advisors
Florida
$20K +$20K +158 New
DAM
537
Delta Asset Management
Tennessee
$19K
HT
538
Heritage Trust
Oklahoma
$19K +$17.3K +135 +1,038%
AWA
539
Acorn Wealth Advisors
Michigan
$16K +$11.6K +90 +265%
CFA
540
Carroll Financial Associates
North Carolina
$15K
TC
541
Trust Company
Kansas
$15K
GI
542
Gradient Investments
Minnesota
$15K +$15K +116 New
MCWS
543
McKinley Carter Wealth Services
West Virginia
$15K +$15K +117 New
CB
544
CNB Bank
Pennsylvania
$13K -$919 -7 -7%
EWM
545
Elmwood Wealth Management
California
$12.9K +$12.9K +100 New
CDIA
546
Capital Directions Investment Advisors
Georgia
$12K -$2.38K -19 -17%
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$11K -$39.9K -323 -78%
AWM
548
Aevitas Wealth Management
Massachusetts
$10K
NC
549
NewSquare Capital
Pennsylvania
$10K +$10K +80 New
QAM
550
QCI Asset Management
New York
$9K