VBR icon

Vanguard Small-Cap Value ETF

376 hedge funds and large institutions have $3.11B invested in Vanguard Small-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 173 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+40
Holders Change %
+11.9%
% of All Funds
10.05%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
57
Increased
173
Reduced
95
Closed
13
Calls
$3.16M
Puts
$2.29M
Net Calls
+$873K
Net Calls Change
+$7.44M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
226
RegentAtlantic Capital
New Jersey
$608K
HCIA
227
Hochman Cole Investment Advisors
Illinois
$602K -$33K -313 -5%
NL
228
NWAM LLC
Washington
$592K +$2.74K +26 +0.5%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$585K +$60.3K +572 +11%
GJIC
230
Gamble Jones Investment Counsel
California
$563K +$1.58K +15 +0.3%
BBA
231
BLB&B Advisors
Pennsylvania
$542K
MBA
232
McQueen Ball & Associates
Pennsylvania
$537K +$42.2K +400 +9%
TCM
233
TD Capital Management
Tennessee
$518K -$32.9K -312 -6%
JCM
234
Jag Capital Management
Missouri
$507K +$112K +1,059 +28%
MWM
235
Mission Wealth Management
California
$505K
BF
236
BOK Financial
Oklahoma
$490K +$52.4K +497 +12%
AF
237
Alerus Financial
North Dakota
$489K +$489K +4,642 New
QCG
238
Quadrant Capital Group
Ohio
$474K
AIM
239
Advantage Investment Management
Iowa
$468K +$157K +1,492 +51%
CAN
240
Cetera Advisor Networks
California
$461K +$175K +1,655 +61%
SFG
241
StrategIQ Financial Group
Indiana
$461K +$461K +4,375 New
GWM
242
Geneos Wealth Management
Colorado
$460K -$3.07K -29 -0.7%
JIC
243
Joel Isaacson & Co
New York
$457K +$842 +8 +0.2%
IWM
244
Integrated Wealth Management
California
$457K +$457K +4,338 New
ABC
245
Associated Banc-Corp
Wisconsin
$455K -$8.43K -80 -2%
JFG
246
JMG Financial Group
Illinois
$449K -$130K -1,239 -23%
JIC
247
Johnson Investment Counsel
Ohio
$447K -$24.4K -232 -5%
IIC
248
Integrated Investment Consultants
Michigan
$442K +$4.95K +47 +1%
GA
249
Geneva Advisors
Illinois
$440K +$61.7K +586 +16%
OC
250
Oppenheimer & Co
New York
$431K -$81.5K -775 -16%