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Vanguard Small-Cap Value ETF

235 hedge funds and large institutions have $1.28B invested in Vanguard Small-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.58%
New
42
Increased
99
Reduced
56
Closed
9
Calls
$1.12M
Puts
$6.19M
Net Calls
-$5.07M
Net Calls Change
-$4.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
176
Bridgewater Advisors
New York
$253K +$253K +2,600 New
BFPW
177
BOK Financial Private Wealth
Colorado
$252K
ABC
178
Associated Banc-Corp
Wisconsin
$251K +$19.8K +203 +9%
CFSG
179
Community Financial Services Group
Vermont
$247K
SC
180
SouthState Corp
Florida
$233K
AF
181
Allworth Financial
California
$230K +$1.95K +20 +0.9%
SFG
182
Sage Financial Group
Pennsylvania
$220K +$220K +2,263 New
WCM
183
Wealthcare Capital Management
Virginia
$218K
HNB
184
Huntington National Bank
Ohio
$215K -$265K
VFS
185
VSR Financial Services
Kansas
$204K +$204K +2,094 New
NAMP
186
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$202K -$127K -1,300 -39%
SSB
187
Sandy Spring Bank
Maryland
$201K -$18.3K -188 -8%
FWM
188
Focused Wealth Management
New York
$195K +$19.8K +204 +11%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$194K +$5.56K +57 +3%
AC
190
Alexandria Capital
Virginia
$172K
CAL
191
Capital Advisors Ltd
Ohio
$142K +$142K +1,457 New
GHAM
192
Gilman Hill Asset Management
Connecticut
$134K +$134K +1,380 New
IFWM
193
Institute for Wealth Management
Colorado
$118K +$33.9K +348 +40%
ST
194
Smithfield Trust
Pennsylvania
$108K -$7.78K -80 -7%
PTC
195
Private Trust Company
Ohio
$108K
OC
196
Oakworth Capital
Alabama
$102K +$102K +1,050 New
PFA
197
Paradigm Financial Advisors
Missouri
$100K +$100K +1,031 New
ST
198
Stifel Trust
Missouri
$99K
1IC
199
1919 Investment Counsel
Maryland
$95K -$68.8K -702 -42%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$89K +$31.1K +318 +54%