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Vanguard Small-Cap Value ETF

777 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 144 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 44

114% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $1.26M

56% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 213

13% more funds holding

Funds holding: 685777 (+92)

13% more capital invested

Capital invested by funds: $7.03B → $7.92B (+$897M)

13% more funds holding in top 10

Funds holding in top 10: 4854 (+6)

3.84% more ownership

Funds ownership: 52.73%56.57% (+3.8%)

Holders
777
Holders Change
+92
Holders Change %
+13.43%
% of All Funds
15.31%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.06%
New
144
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
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.24B +$8.97M +67,690 +0.8%
Bank of America
2
Bank of America
North Carolina
$948M -$41.5M -312,891 -4%
Betterment LLC
3
Betterment LLC
New York
$790M +$53.2M +401,834 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$280M +$2.33M +17,568 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$280M -$3.71M -27,985 -1%
Wells Fargo
6
Wells Fargo
California
$227M +$39.4M +297,115 +22%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$186M -$512K -3,865 -0.3%
AssetMark Inc
8
AssetMark Inc
California
$183M +$14.8M +112,007 +9%
UBS Group
9
UBS Group
Switzerland
$170M +$26.1M +197,325 +19%
PCA
10
Personal Capital Advisors
California
$136M +$9.59M +72,392 +8%
LPL Financial
11
LPL Financial
California
$103M +$2.36M +17,824 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$83.7M +$5.1M +38,525 +7%
TF
13
TIAA FSB
Florida
$81.5M +$1.6M +12,104 +2%
Goldman Sachs
14
Goldman Sachs
New York
$80.3M +$12.6M +95,039 +19%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$77.3M -$1.99M -15,049 -3%
UCFA
16
United Capital Financial Advisors
Texas
$76.2M +$1.67M +12,640 +2%
Ameriprise
17
Ameriprise
Minnesota
$61.7M +$2.19M +16,527 +4%
MIAS
18
Mason Investment Advisory Services
Virginia
$60.5M -$472K -3,564 -0.8%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$59.5M +$1.32M +9,958 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$54.9M +$1.13M +8,514 +2%
CFFP
21
Center for Financial Planning
Michigan
$53.2M +$51.4M +388,014 New
SGAM
22
Stephens Group Asset Management
Arkansas
$53.1M +$51.4M +387,713 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$51.5M +$622K +4,697 +1%
SEI Investments
24
SEI Investments
Pennsylvania
$48.6M +$1.34M +10,130 +3%
EA
25
Efficient Advisors
Ohio
$47.9M +$3.13M +23,636 +7%