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Vanguard Small-Cap Value ETF

496 hedge funds and large institutions have $5.52B invested in Vanguard Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 27 closing their positions.

Holders
496
Holders Change
+17
Holders Change %
+3.55%
% of All Funds
12.38%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
48
Increased
220
Reduced
141
Closed
27
Calls
$2.34M
Puts
$818K
Net Calls
+$1.52M
Net Calls Change
-$422K
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$960M 7,513,047 +158,741 +2%
Bank of America
2
Bank of America
North Carolina
$910M 7,120,604 +2,817,960 +65%
Betterment LLC
3
Betterment LLC
New York
$383M 2,995,185 +297,381 +11%
Morgan Stanley
4
Morgan Stanley
New York
$285M 2,229,654 +149,948 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$174M 1,358,685 +11,951 +0.9%
Wells Fargo
6
Wells Fargo
California
$145M 1,133,637 +4,674 +0.4%
Citigroup
7
Citigroup
New York
$138M 1,076,209 +1,031,330 +2,298%
UBS Group
8
UBS Group
Switzerland
$116M 905,060 -18,864 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$108M 841,990 +28,958 +4%
AssetMark Inc
10
AssetMark Inc
California
$104M 816,503 +205,209 +34%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$100M 782,263 +25,197 +3%
LPL Financial
12
LPL Financial
California
$76.7M 600,140 -29,663 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.6M 513,573 +60,565 +13%
LC
14
Lourd Capital
California
$64.8M 506,938 +14,898 +3%
TF
15
TIAA FSB
Florida
$62.4M 488,566 +7,638 +2%
PCA
16
Personal Capital Advisors
California
$55.6M 435,334 +42,085 +11%
QI
17
QS Investors
New York
$54.2M 424,402
UCFA
18
United Capital Financial Advisors
Texas
$50.9M 398,216 +7,055 +2%
3AM
19
3EDGE Asset Management
Florida
$49.2M 384,800 +26,300 +7%
Ameriprise
20
Ameriprise
Minnesota
$47.8M 374,234 +25,798 +7%
MG
21
Mather Group
Illinois
$44.7M 349,844 +22,229 +7%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$43.8M 341,192 +29 +0%
SEI Investments
23
SEI Investments
Pennsylvania
$43.4M 339,970 +102,958 +43%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$41M 320,553 +23,901 +8%
EA
25
Efficient Advisors
Ohio
$39.5M 309,109 -10 -0%