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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 %
PSI
201
Pinnacle Summer Investments
Virginia
$83K +$79.4K +809 +2,186%
PWAG
202
Polaris Wealth Advisory Group
California
$77K -$56.3K -575 -42%
TF
203
Tompkins Financial
New York
$75K
Deutsche Bank
204
Deutsche Bank
Germany
$73K -$19.5M -200,000 -100%
FBT
205
Founders Bank & Trust
Michigan
$64K +$64K +697 New
SMU
206
Signet Management USA
Virginia
$62K +$62K +639 New
Lazard Asset Management
207
Lazard Asset Management
New York
$59K +$59K +610 New
PSUF
208
People's United Financial
Connecticut
$56K -$97.1K -1,000 -63%
PMFA
209
Plante Moran Financial Advisors
Michigan
$49K
WA
210
Waverly Advisors
Alabama
$49K +$49K +500 New
RFA
211
Reilly Financial Advisors
California
$45K
EWM
212
Elite Wealth Management
Washington
$45K +$45K +462 New
WCM
213
Windsor Capital Management
Arizona
$44K
MWP
214
MYCIO Wealth Partners
Pennsylvania
$42K
TIM
215
Tortoise Investment Management
New York
$41K
TDC
216
Thompson Davis & Co
Virginia
$34K +$34K +350 New
IAS
217
INR Advisory Services
Pennsylvania
$31K +$11.2K +116 +57%
JFA
218
JNBA Financial Advisors
Minnesota
$29K
CFA
219
Camarda Financial Advisors
Florida
$28K +$28K +287 New
FIG
220
Fusion Investment Group
Pennsylvania
$24K +$24K +245 New
WTC
221
WhitTier Trust Company
Nevada
$22K +$19.6K +200 +800%
SMG
222
Spectrum Management Group
Indiana
$22K +$22K +225 New
RIA
223
Regal Investment Advisors
Michigan
$21K -$168K -1,754 -89%
LIA
224
LS Investment Advisors
Michigan
$21K
Canada Life
225
Canada Life
Manitoba, Canada
$20K