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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 %
CWM
126
Cranbrook Wealth Management
Michigan
$4.5M -$123K -953 -3%
ACM
127
Advisors Capital Management
New Jersey
$4.49M -$3.8M -29,327 -46%
LFG
128
LifePlan Financial Group
Ohio
$4.37M +$60.7K +469 +1%
CC
129
Courier Capital
New York
$4.32M +$19.5K +151 +0.5%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$4.3M +$225K +1,741 +6%
Northern Trust
131
Northern Trust
Illinois
$4.3M +$418K +3,229 +11%
SHCM
132
Stokes & Hubbell Capital Management
Louisiana
$4.19M +$622K +4,803 +17%
MAS
133
Managed Account Services
Florida
$4.11M -$19.8K -153 -0.5%
GFPC
134
Global Financial Private Capital
Florida
$4.06M -$582K -4,495 -13%
NFC
135
Northeast Financial Consultants
Connecticut
$4.04M
PI
136
PHH Investments
Texas
$3.88M -$737K -5,695 -16%
BFS
137
Bradley Foster & Sargent
Connecticut
$3.86M +$441K +3,410 +13%
IA
138
Independence Advisors
Pennsylvania
$3.84M +$206K +1,588 +6%
SS
139
Simplicity Solutions
Minnesota
$3.81M +$758K +5,860 +25%
CT
140
Coastline Trust
Rhode Island
$3.69M +$206K +1,595 +6%
MCM
141
Manchester Capital Management
Vermont
$3.64M -$185K -1,431 -5%
EGA
142
E&G Advisors
Texas
$3.6M +$75.8K +586 +2%
WIC
143
Whitegate Investment Counselors
New Hampshire
$3.51M +$53.6K +414 +2%
WBC
144
West Branch Capital
Massachusetts
$3.51M +$3.51M +27,098 New
BEAM
145
Baker Ellis Asset Management
Washington
$3.45M +$21.2K +164 +0.6%
FC
146
Forte Capital
New York
$3.41M -$16.6K -128 -0.5%
PAI
147
Pittenger & Anderson Inc
Nebraska
$3.3M -$56.5K -437 -2%
BTS
148
BB&T Securities
Virginia
$3.28M -$809K -6,254 -20%
AWA
149
ARS Wealth Advisors
Florida
$3.27M -$173K -1,336 -5%
MCP
150
Mirador Capital Partners
California
$3.21M -$1.04M -7,987 -24%