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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 %
CB
201
Commerce Bank
Missouri
$3.2M -$58.9K -430 -2%
WLIM
202
White Lighthouse Investment Management
Massachusetts
$3.15M +$147K +1,075 +5%
RZH
203
Relyea Zuckerberg Hanson
Connecticut
$3.05M +$3.05M +22,283 New
CS
204
Credit Suisse
Switzerland
$3.04M +$3.04M +22,187 New
DY
205
Dowling & Yahnke
California
$3M +$30.6K +223 +1%
BC
206
Burleson & Co
California
$2.98M +$542K +3,940 +22%
PFG
207
Pacific Financial Group
Washington
$2.96M +$273K +1,993 +10%
PMG
208
ProVise Management Group
Florida
$2.92M -$26.9K -196 -0.9%
NA
209
NewEdge Advisors
Louisiana
$2.92M -$80.2K -585 -3%
IAA
210
Independent Advisor Alliance
North Carolina
$2.83M +$2.83M +20,658 New
SB
211
Simmons Bank
Arkansas
$2.81M -$5.07K -37 -0.2%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.81M -$1.92M -14,031 -41%
CA
213
CapWealth Advisors
Tennessee
$2.79M -$45.4K -331 -2%
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$2.79M +$41.9K +306 +2%
HA
215
Hamel Associates
New Jersey
$2.76M -$30.4K -222 -1%
AWA
216
ARS Wealth Advisors
Florida
$2.75M -$101K -734 -4%
SL
217
Systelligence LLC
Minnesota
$2.75M +$2.75M +20,071 New
MAFM
218
Mid Atlantic Financial Management
Pennsylvania
$2.72M +$23.9K +174 +0.9%
GIM
219
Goelzer Investment Management
Indiana
$2.7M -$244K -1,783 -8%
Lazard Asset Management
220
Lazard Asset Management
New York
$2.61M -$2.56M -18,645 -49%
MFG
221
Magnus Financial Group
New York
$2.59M +$410K +2,990 +19%
GP
222
Girard Partners
Pennsylvania
$2.58M +$7.67K +56 +0.3%
FI
223
FormulaFolio Investments
Michigan
$2.57M +$1.11M +8,072 +76%
CG
224
Colony Group
Massachusetts
$2.56M +$129K +939 +5%
SWM
225
Southern Wealth Management
Texas
$2.54M +$2.54M +18,515 New