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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$360M
2
Citigroup
Citigroup
New York
+$132M
3
Betterment LLC
Betterment LLC
New York
+$38M
4
AssetMark Inc
AssetMark Inc
California
+$26.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$23.7M
2
Jane Street
Jane Street
New York
-$18.9M
3
AIM
Allen Investment Management
New York
-$9.94M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
-$8.44M
5
MIS
Morningstar Investment Services
Illinois
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
226
Roundview Capital
New Jersey
$1.14M -$54.3K -425 -5%
BCM
227
BTC Capital Management
Iowa
$1.14M -$30.6K -240 -3%
GA
228
GFS Advisors
Texas
$1.14M -$50.5K -395 -4%
First Manhattan
229
First Manhattan
New York
$1.12M – – –
RJT
230
Raymond James Trust
Florida
$1.12M -$511 -4 -0%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$1.1M +$132K +1,036 +14%
AI
232
Atria Investments
North Carolina
$1.09M +$168K +1,314 +18%
SEIA
233
Signature Estate & Investment Advisors
California
$1.05M -$2.33M -18,263 -69%
BAAM
234
Baker Avenue Asset Management
California
$1.05M +$159K +1,248 +18%
WBG
235
Wharton Business Group
Pennsylvania
$1.03M -$459K -3,590 -31%
CG
236
Caprock Group
Idaho
$1.03M +$14.8K +115 +1%
MGIA
237
Moneta Group Investment Advisors
Missouri
$1.02M +$486K +3,807 +91%
NL
238
NWAM LLC
Washington
$1.01M +$10.9K +85 +1%
SI
239
SII Investments
Wisconsin
$1.01M +$38K +297 +4%
CCG
240
Chatham Capital Group
Georgia
$1.01M – – –
BSB
241
Bangor Savings Bank
Maine
$1M +$229K +1,791 +30%
ATC
242
Argent Trust Co
Tennessee
$981K -$5.62K -44 -0.6%
Bessemer Group
243
Bessemer Group
New Jersey
$974K – – –
ACM
244
Armbruster Capital Management
New York
$971K +$22.7K +178 +2%
IFWM
245
Institute for Wealth Management
Colorado
$961K -$345K -2,701 -26%
APP
246
Avantax Planning Partners
Iowa
$956K +$12.8K +100 +1%
AWA
247
Arete Wealth Advisors
Illinois
$955K +$955K +7,474 New
WI
248
WrapManager Inc
California
$935K -$2.81K -22 -0.3%
GLRA
249
Gerald L. Ray & Associates
Texas
$897K -$33.7K -264 -4%
CFD
250
Creative Financial Designs
Indiana
$889K -$6.26K -49 -0.7%
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