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Vanguard Small-Cap Value ETF

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Capital Advantage
California
$2.83M +$437K +4,602 +18%
CWM
177
Cranbrook Wealth Management
Michigan
$2.82M -$25.1K -283 -0.9%
DADC
178
D.A. Davidson & Co
Montana
$2.81M -$1.32M -14,835 -32%
BFS
179
Bradley Foster & Sargent
Connecticut
$2.8M +$17.1K +192 +0.6%
HR
180
Hardy Reed
Mississippi
$2.7M -$7.35M -82,750 -73%
ST
181
Spinnaker Trust
Maine
$2.69M -$123K -1,380 -4%
MCM
182
Manchester Capital Management
Vermont
$2.64M -$882K -9,930 -25%
CM
183
Cornerstone Management
Georgia
$2.62M +$181K +2,034 +7%
TI
184
Truepoint Inc
Ohio
$2.62M +$1.78M +20,046 +213%
MAS
185
Managed Account Services
Florida
$2.6M -$270K -3,325 -9%
SPC
186
Sigma Planning Corp
Michigan
$2.59M -$387K -4,364 -13%
MFW
187
Mosaic Family Wealth
Missouri
$2.52M +$258K +2,903 +11%
TSW
188
Thompson Siegel & Walmsley
Virginia
$2.51M +$2.51M +28,269 +166,288%
WT
189
Whittier Trust
California
$2.51M -$35.5K -400 -1%
SWP
190
Stratos Wealth Partners
Ohio
$2.35M +$1.7M +19,091 +259%
BC
191
Burleson & Co
California
$2.27M +$89.2K +888 +4%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$2.25M -$2.16M -24,279 -49%
AC
193
Apella Capital
Connecticut
$2.24M +$2.24M +25,191 New
CT
194
Coastline Trust
Rhode Island
$2.24M -$167K -1,880 -7%
RWA
195
Redhawk Wealth Advisors
Minnesota
$2.19M -$21.9K -247 -1%
WIC
196
Woodmont Investment Counsel
Tennessee
$2.17M -$219K -2,469 -9%
TIM
197
Tortoise Investment Management
New York
$2.16M -$232K -2,617 -10%
US Bancorp
198
US Bancorp
Minnesota
$2.15M -$696K -7,838 -24%
WCM
199
Windham Capital Management
Massachusetts
$2.12M
SFO
200
Stokes Family Office
Louisiana
$2.09M -$314K -3,540 -13%