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Vanguard Small-Cap Value ETF

776 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+91
Holders Change %
+13.28%
% of All Funds
15.32%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.07%
New
143
Increased
332
Reduced
213
Closed
44
Calls
$2.7M
Puts
$1.26M
Net Calls
+$1.44M
Net Calls Change
-$5.63M
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
176
Baker Ellis Asset Management
Washington
$4.32M +$182K +1,330 +4%
BFS
177
Bradley Foster & Sargent
Connecticut
$4.3M +$537K +3,921 +14%
UB
178
UMB Bank
Missouri
$4.12M +$814K +5,941 +25%
WT
179
Whittier Trust
California
$3.93M -$137 -1 -0%
CAAS
180
Capital Asset Advisory Services
Michigan
$3.88M +$966K +7,056 +33%
EI
181
Ellevest Inc
New York
$3.87M +$473K +3,449 +14%
CM
182
Cornerstone Management
Georgia
$3.77M +$293K +2,141 +8%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$3.74M -$211K -1,540 -5%
SFO
184
Stokes Family Office
Louisiana
$3.71M +$3.71M +27,080 New
CT
185
Coastline Trust
Rhode Island
$3.71M +$100K +730 +3%
TIM
186
Tortoise Investment Management
New York
$3.7M +$539K +3,934 +17%
WIC
187
Woodmont Investment Counsel
Tennessee
$3.69M +$11.7K +85 +0.3%
CS
188
Comerica Securities
Michigan
$3.6M +$1.26M +9,211 +54%
SFG
189
Sage Financial Group
Pennsylvania
$3.59M -$53.5K -390 -1%
EGA
190
E&G Advisors
Texas
$3.5M -$3.02K -22 -0.1%
MFW
191
Mosaic Family Wealth
Missouri
$3.49M -$106K -772 -3%
NHC
192
Nicholas Hoffman & Company
Georgia
$3.47M +$119K +871 +4%
PFA
193
Pure Financial Advisors
California
$3.45M -$59.5K -434 -2%
CA
194
Capital Advantage
California
$3.44M +$163K +1,195 +5%
RWA
195
Redhawk Wealth Advisors
Minnesota
$3.42M +$1.44M +10,477 +72%
PI
196
PHH Investments
Texas
$3.37M +$33.2K +242 +1%
EWM
197
Empirical Wealth Management
Washington
$3.35M +$664K +4,841 +25%
DSC
198
Duncker Streett & Co
Missouri
$3.31M -$133K -967 -4%
William Blair & Company
199
William Blair & Company
Illinois
$3.29M +$160K +1,164 +5%
WCM
200
Windham Capital Management
Massachusetts
$3.28M