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Vanguard Small-Cap Value ETF

620 hedge funds and large institutions have $7.08B invested in Vanguard Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+10
Holders Change %
+1.64%
% of All Funds
14.2%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
48
Increased
265
Reduced
173
Closed
36
Calls
$1.9M
Puts
$3.52M
Net Calls
-$1.63M
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Shares
Change %
HCMT
101
Highland Capital Management (Tennessee)
Tennessee
$7.49M +$309K +2,218 +4%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$7.44M +$582K +4,179 +8%
TW
103
Towerpoint Wealth
California
$7.04M +$932K +6,691 +15%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$7.03M +$4.52M +32,417 +180%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$6.91M -$1.63M -11,686 -19%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.87M +$125K +895 +2%
SWM
107
Shakespeare Wealth Management
Wisconsin
$6.79M +$6.79M +48,695 New
BWFA
108
Baltimore-Washington Financial Advisors
Maryland
$6.7M +$301K +2,163 +5%
AWM
109
Avior Wealth Management
Nebraska
$6.63M -$48.5K -348 -0.7%
MA
110
MUFG Americas
New York
$6.63M +$174K +1,246 +3%
FCI
111
Financial Counselors Inc
Kansas
$6.6M +$25.8K +185 +0.4%
CIM
112
Cambria Investment Management
California
$6.56M +$6.56M +47,048 New
SPIA
113
Steward Partners Investment Advisory
New York
$6.39M +$81.4K +584 +1%
Truist Financial
114
Truist Financial
North Carolina
$6.28M -$1.53K -11 -0%
TAM
115
Tocqueville Asset Management
New York
$6.23M -$27.2K -195 -0.4%
SFM
116
Signet Financial Management
New Jersey
$6.22M -$95.5K -685 -2%
Vanguard Group
117
Vanguard Group
Pennsylvania
$6.2M +$103K +736 +2%
WSTAM
118
Wilbanks Smith & Thomas Asset Management
Virginia
$6.01M -$361K -2,587 -6%
CS
119
Comerica Securities
Michigan
$5.99M +$816K +5,820 +16%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$5.8M +$278K +1,998 +5%
SFG
121
Sage Financial Group
Pennsylvania
$5.68M +$140K +1,004 +3%
GC
122
Garde Capital
Washington
$5.66M -$21.6K -167 -0.4%
SS
123
Simplicity Solutions
Minnesota
$5.63M +$892K +6,397 +19%
PFM
124
Phillips Financial Management
Indiana
$5.55M -$50.3K -364 -0.9%
AIM
125
Allen Investment Management
New York
$5.41M