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Vanguard Small-Cap Value ETF

661 hedge funds and large institutions have $5.87B invested in Vanguard Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 223 increasing their positions, 234 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+41
Holders Change %
+6.61%
% of All Funds
14.75%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.03%
New
123
Increased
223
Reduced
234
Closed
71
Calls
$719K
Puts
$871K
Net Calls
-$152K
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
151
Whittier Trust
California
$3.24M -$61.1K -536 -2%
JA
152
JOYN Advisors
Georgia
$3.21M +$2.96M +25,988 +1,196%
GP
153
Girard Partners
Pennsylvania
$3.21M -$810K -7,104 -20%
WIC
154
Whitegate Investment Counselors
New Hampshire
$3.2M +$88.3K +774 +3%
BFS
155
Bradley Foster & Sargent
Connecticut
$3.18M -$117K -1,025 -4%
SFG
156
Sage Financial Group
Pennsylvania
$3.16M -$1.5M -13,116 -32%
OBWP
157
O'Brien Wealth Partners
Massachusetts
$3.15M -$1.22M -9,951 -28%
PFA
158
Pure Financial Advisors
California
$3.14M +$1.06M +9,301 +51%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$3.13M -$263K -2,309 -8%
EGA
160
E&G Advisors
Texas
$3.11M -$29.4K -258 -0.9%
SHCM
161
Stokes & Hubbell Capital Management
Louisiana
$3.09M -$543K -4,762 -15%
CAN
162
Cetera Advisor Networks
California
$3.08M +$1.58M +13,961 +106%
FA
163
Fortis Advisors
Pennsylvania
$3.01M -$3.33M -29,171 -52%
CT
164
Coastline Trust
Rhode Island
$3M -$463K -4,055 -13%
NFG
165
Next Financial Group
Texas
$2.99M +$2.97M +26,078 +18,365%
AAS
166
Avantax Advisory Services
Texas
$2.94M +$2.94M +25,746 New
DY
167
Dowling & Yahnke
California
$2.9M
WA
168
Waverly Advisors
Alabama
$2.89M +$208K +1,822 +8%
PI
169
PHH Investments
Texas
$2.88M -$511K -4,484 -15%
KL
170
KWMG LLC
Kansas
$2.87M +$208K +1,824 +8%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$2.84M +$982K +8,608 +53%
DSC
172
Duncker Streett & Co
Missouri
$2.82M +$23.2K +203 +0.8%
FC
173
Forte Capital
New York
$2.78M -$202K -1,768 -7%
HA
174
Hamel Associates
New Jersey
$2.69M -$49.7K -436 -2%
PMG
175
ProVise Management Group
Florida
$2.68M +$6.27K +55 +0.2%