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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 %
WLIM
201
White Lighthouse Investment Management
Massachusetts
$2.07M +$34.6K +390 +2%
DY
202
Dowling & Yahnke
California
$2.04M +$95.7K +1,078 +5%
LIA
203
LS Investment Advisors
Michigan
$2.04M -$1.68M -18,928 -45%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.97M -$1.59M -17,906 -45%
SB
205
Simmons Bank
Arkansas
$1.94M +$121K +1,364 +7%
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$1.88M +$124K +1,392 +7%
JFA
207
Johanson Financial Advisors
California
$1.88M -$272M -3,063,790 -99%
MFG
208
Magnus Financial Group
New York
$1.88M +$199K +2,239 +12%
PMG
209
ProVise Management Group
Florida
$1.86M -$28.4K -320 -2%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$1.85M -$416K -5,004 -18%
GIM
211
Goelzer Investment Management
Indiana
$1.81M +$65.2K +734 +4%
SFG
212
Sage Financial Group
Pennsylvania
$1.77M -$549K -6,179 -24%
CPIG
213
Chicago Partners Investment Group
Illinois
$1.77M +$385K +4,058 +28%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77M -$52K -586 -3%
William Blair & Company
215
William Blair & Company
Illinois
$1.77M -$364K -4,104 -17%
BEAM
216
Baker Ellis Asset Management
Washington
$1.76M -$1.04M -11,695 -37%
DSC
217
Duncker Streett & Co
Missouri
$1.75M -$394K -4,437 -18%
NA
218
NewEdge Advisors
Louisiana
$1.74M -$149K -1,675 -8%
ACS
219
Archford Capital Strategies
Illinois
$1.7M +$1.13M +12,781 +202%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$1.69M
CWAG
221
Compton Wealth Advisory Group
Virginia
$1.67M +$858K +9,659 +106%
ASN
222
Advisory Services Network
Georgia
$1.67M +$563K +6,339 +51%
IWM
223
IHT Wealth Management
Illinois
$1.65M +$872K +9,825 +112%
FWP
224
FAS Wealth Partners
Kansas
$1.6M +$1.08M +12,177 +209%
AC
225
Asio Capital
Kentucky
$1.57M -$411K -4,632 -21%