VBR icon

Vanguard Small-Cap Value ETF

311 hedge funds and large institutions have $1.88B invested in Vanguard Small-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
8.69%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.75%
New
35
Increased
130
Reduced
91
Closed
34
Calls
$242K
Puts
$2.97M
Net Calls
-$2.73M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
251
Vestor Capital
Illinois
$174K
SG Americas Securities
252
SG Americas Securities
New York
$161K -$911K -9,418 -85%
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$156K -$340K -3,511 -69%
W
254
Wealthfront
California
$148K -$70.2K -726 -32%
TC
255
Trust Company
Kansas
$146K +$35.4K +365 +32%
CAL
256
Capital Advisors Ltd
Ohio
$113K
WEC
257
Winslow Evans & Crocker
Massachusetts
$109K
PSUF
258
People's United Financial
Connecticut
$108K +$8.75K +90 +9%
OC
259
Oakworth Capital
Alabama
$102K
Simplex Trading
260
Simplex Trading
Illinois
$96K +$96K +1,000 New
SFPM
261
Sensible Financial Planning & Management
Massachusetts
$93K -$5.15K -53 -5%
CLOS
262
Compagnie Lombard Odier SCmA
Switzerland
$89K
NSIM
263
North Star Investment Management
Illinois
$87K +$8.58K +89 +11%
LYV
264
Live Your Vision
Pennsylvania
$84K +$84K +871 New
FWM
265
Focused Wealth Management
New York
$79K -$31.6K -325 -29%
PSI
266
Pinnacle Summer Investments
Virginia
$79K
SSB
267
Sandy Spring Bank
Maryland
$77K -$19.3K -200 -20%
JWA
268
JFS Wealth Advisors
Pennsylvania
$77K
CCS
269
Crosspoint Capital Strategies
California
$70K +$70K +723 New
MA
270
MUFG Americas
New York
$64K +$64K +657 New
PMFA
271
Plante Moran Financial Advisors
Michigan
$62K +$13.6K +140 +28%
RIA
272
Regal Investment Advisors
Michigan
$61K +$9.48K +99 +18%
Lazard Asset Management
273
Lazard Asset Management
New York
$59K
MWP
274
MYCIO Wealth Partners
Pennsylvania
$58K
CC
275
Cassaday & Co
Virginia
$56K +$56K +582 New