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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 %
MHS
276
M Holdings Securities
Oregon
$646K +$215K +1,750 +50%
BF
277
BOK Financial
Oklahoma
$639K +$5.17K +42 +0.8%
GJIC
278
Gamble Jones Investment Counsel
California
$634K -$33.3K -271 -5%
PA
279
Parallel Advisors
California
$610K +$113K +912 +23%
GWM
280
Geneos Wealth Management
Colorado
$608K +$12.3K +100 +2%
ABC
281
Associated Banc-Corp
Wisconsin
$607K +$45.4K +369 +8%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$606K -$63K -512 -9%
JIC
283
Johnson Investment Counsel
Ohio
$601K +$40.5K +330 +7%
NFG
284
Next Financial Group
Texas
$598K +$170K +1,386 +40%
RIA
285
Regal Investment Advisors
Michigan
$588K +$36.6K +298 +7%
WEC
286
Winslow Evans & Crocker
Massachusetts
$577K +$6.76K +55 +1%
BAC
287
Boys Arnold & Co
North Carolina
$573K +$53.4K +434 +10%
OIA
288
OneDigital Investment Advisors
Kansas
$562K +$562K +4,576 New
SCM
289
Southport Capital Management
Tennessee
$545K +$12.3K +100 +2%
PAS
290
Park Avenue Securities
New York
$531K +$531K +4,275 New
ACM
291
Advisors Capital Management
New Jersey
$526K -$1.11M -9,009 -68%
IIC
292
Integrated Investment Consultants
Michigan
$516K +$123 +1 +0%
SFG
293
StrategIQ Financial Group
Indiana
$512K – – –
MGIA
294
Moneta Group Investment Advisors
Missouri
$512K +$512K +4,169 New
ISL
295
Ingalls & Snyder LLC
New York
$505K -$23.4K -190 -4%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$503K +$52K +422 +12%
TCM
297
TD Capital Management
Tennessee
$502K -$99.5K -809 -17%
NPF
298
Norris Perne & French
Michigan
$501K -$68.6K -559 -12%
ASN
299
Advisory Services Network
Georgia
$501K +$24.3K +198 +5%
GA
300
Geneva Advisors
Illinois
$497K -$6.52K -53 -1%
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