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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 %
Bessemer Group
526
Bessemer Group
New Jersey
$206K
IA
527
IFG Advisors
Missouri
$206K +$206K +2,316 New
WTC
528
WhitTier Trust Company
Nevada
$204K -$18.2K -205 -8%
KP
529
Keel Point
Alabama
$203K -$80.9K -909 -28%
VVP
530
Venture Visionary Partners
Ohio
$203K -$20K -226 -9%
CFG
531
Citizens Financial Group
Rhode Island
$202K +$202K +2,277 New
OC
532
Oppenheimer & Co
New York
$201K -$165K -1,858 -45%
NAS
533
Nicolet Advisory Services
Wisconsin
$201K -$46.6K -525 -19%
TL
534
TrueWealth LLC
Georgia
$200K -$64.6K -726 -24%
PMFA
535
Plante Moran Financial Advisors
Michigan
$196K -$68K -764 -26%
EK
536
Evensky & Katz
Florida
$192K -$158K -1,780 -45%
FA
537
Faithward Advisors
Pennsylvania
$189K +$156K +1,758 +473%
TCOV
538
Trust Company of Vermont
Vermont
$189K +$189K +2,128 New
PAIM
539
Punch & Associates Investment Management
Minnesota
$187K -$80.8K -912 -30%
CCM
540
Covington Capital Management
California
$182K +$182K +2,046 New
SBSB
541
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K +$71.5K +805 +67%
CCM
542
Colorado Capital Management
Colorado
$163K -$118K -1,328 -42%
FCA
543
FinTrust Capital Advisors
South Carolina
$154K -$12.9K -145 -8%
SSB
544
Sandy Spring Bank
Maryland
$145K +$71.3K +802 +97%
CAAS
545
Capital Asset Advisory Services
Michigan
$143K -$2.43M -26,740 -94%
CAL
546
Capital Advisors Ltd
Ohio
$140K -$891 -10 -0.6%
OPS
547
Orion Portfolio Solutions
Nebraska
$139K +$57.5K +646 +71%
SNT
548
Security National Trust
West Virginia
$135K
SWA
549
Stratos Wealth Advisors
Ohio
$135K +$135K +1,523 New
CHA
550
Carmichael Hill & Associates
Maryland
$130K -$9.35K -105 -7%