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Vanguard Value ETF

273 hedge funds and large institutions have $6.92B invested in Vanguard Value ETF in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+5
Holders Change %
+1.87%
% of All Funds
7.89%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
1.18%
New
34
Increased
118
Reduced
71
Closed
27
Calls
$641K
Puts
$1.12M
Net Calls
-$476K
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Shares
Change %
MC
201
Mathes Company
New York
$364K
SWA
202
SFMG Wealth Advisors
Texas
$360K +$52.7K +675 +17%
CWM
203
Concert Wealth Management
California
$346K +$3.33K +43 +1%
CCFCSB
204
Cape Cod Five Cents Savings Bank
Massachusetts
$326K -$23.5K -300 -7%
DY
205
Dowling & Yahnke
California
$322K -$9.75K -125 -3%
BFIM
206
Beese Fulmer Investment Management
Ohio
$322K
TWA
207
TCI Wealth Advisors
Arizona
$320K +$21K +269 +7%
F
208
Filament
Washington
$294K
HTC
209
Haverford Trust Company
Pennsylvania
$290K
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$281K -$385K -4,917 -58%
JG
211
Jefferies Group
New York
$277K +$277K +3,544 New
CIP
212
Cornerstone Investment Partners
Georgia
$276K -$32.5K -416 -11%
VC
213
Vicus Capital
Pennsylvania
$264K +$37.2K +475 +16%
KIA
214
KCM Investment Advisors
California
$264K +$264K +3,378 New
SCA
215
Stillwater Capital Advisors
Pennsylvania
$259K +$4.22K +54 +2%
SFA
216
Sequoia Financial Advisors
Ohio
$256K -$12K -154 -4%
NFG
217
NewFocus Financial Group
Washington
$252K -$24.1K -308 -9%
LNC
218
Lincoln National Corp
Pennsylvania
$238K +$238K +3,043 New
RMCM
219
Reynders McVeigh Capital Management
Massachusetts
$230K
ACS
220
Archford Capital Strategies
Illinois
$227K +$227K +2,909 New
RB
221
Rodgers Brothers
Pennsylvania
$214K
DP
222
Dearborn Partners
Illinois
$212K +$212K +2,725 New
FIM
223
Frontier Investment Management
Texas
$208K +$208K +2,662 New
SCM
224
SOL Capital Management
Maryland
$207K
SC
225
SouthState Corp
Florida
$206K