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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

479 hedge funds and large institutions have $4.72B invested in Vanguard Small-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 212 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.96%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.75%
New
39
Increased
212
Reduced
138
Closed
30
Calls
$2.95M
Puts
$1.01M
Net Calls
+$1.94M
Net Calls Change
+$5.45M

Top Buyers

1
LPL Financial
LPL Financial
California
+$71.3M
2
PCA
Personal Capital Advisors
California
+$46.7M
3
Betterment LLC
Betterment LLC
New York
+$46M
4
MML Investors Services
MML Investors Services
Massachusetts
+$28.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$139M
2
AIA
Arrow Investment Advisors
Maryland
-$32M
3
PFA
Pinnacle Family Advisors
Missouri
-$16.8M
4
3AM
3EDGE Asset Management
Florida
-$14.6M
5
AA
ALPS Advisors
Colorado
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
226
GFS Advisors
Texas
$1.15M -$196K -1,591 -15%
JIC
227
JRM Investment Counsel
Nebraska
$1.11M -$874K -7,117 -44%
BCM
228
BTC Capital Management
Iowa
$1.11M -$7.84K -65 -0.7%
IWA
229
Intercontinental Wealth Advisors
Texas
$1.08M +$74.5K +606 +7%
First Manhattan
230
First Manhattan
New York
$1.08M – – –
RJT
231
Raymond James Trust
Florida
$1.08M -$27.3K -222 -2%
CB
232
Commerce Bank
Missouri
$1.04M +$557K +4,532 +115%
SWP
233
Stratos Wealth Partners
Ohio
$1.03M -$1.36M -11,040 -57%
CG
234
Caprock Group
Idaho
$975K -$370 -3 -0%
CCG
235
Chatham Capital Group
Georgia
$969K – – –
NL
236
NWAM LLC
Washington
$962K +$143K +1,161 +17%
ATC
237
Argent Trust Co
Tennessee
$949K -$1.23K -10 -0.1%
KWM
238
Kingsview Wealth Management
Oregon
$942K -$79.8K -649 -8%
Bessemer Group
239
Bessemer Group
New Jersey
$937K – – –
SI
240
SII Investments
Wisconsin
$931K -$2.78M -22,641 -75%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$928K +$293K +2,385 +46%
ACM
242
Armbruster Capital Management
New York
$912K – – –
APP
243
Avantax Planning Partners
Iowa
$907K – – –
WI
244
WrapManager Inc
California
$902K +$9.34K +76 +1%
FI
245
FormulaFolio Investments
Michigan
$901K +$10.7K +87 +1%
GLRA
246
Gerald L. Ray & Associates
Texas
$895K +$21.4K +174 +2%
ACM
247
Alpha Capital Management
Texas
$890K -$42K -342 -5%
AI
248
Atria Investments
North Carolina
$888K +$888K +7,225 New
VCAM
249
Van Cleef Asset Management
Ohio
$871K – – –
CFD
250
Creative Financial Designs
Indiana
$861K -$43.2K -352 -5%
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