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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 %
RWM
301
RKL Wealth Management
Pennsylvania
$494K +$23.8K +194 +5%
SFA
302
Sequoia Financial Advisors
Ohio
$488K -$6.27M -51,071 -93%
PL
303
Plancorp LLC
Missouri
$471K – – –
VAM
304
Visionary Asset Management
Texas
$471K +$471K +3,833 New
OC
305
Oppenheimer & Co
New York
$470K +$41K +334 +10%
S
306
SignatureFD
Georgia
$464K +$8.6K +70 +2%
AA
307
Ancora Advisors
Ohio
$462K – – –
VKH
308
Virtu KCG Holdings
New York
$460K +$460K +3,744 New
BFPW
309
BOK Financial Private Wealth
Colorado
$444K -$10.7K -87 -2%
AIM
310
Advantage Investment Management
Iowa
$433K -$41.3K -336 -9%
FHA
311
Flagship Harbor Advisors
Massachusetts
$431K +$26.5K +218 +7%
WFG
312
Wills Financial Group
Virginia
$426K +$9.48K +70 +2%
KCPG
313
Kavar Capital Partners Group
Kansas
$425K – – –
WP
314
WMS Partners
Maryland
$424K – – –
ACP
315
Aveo Capital Partners
Colorado
$420K +$6.4K +52 +2%
JCM
316
Jag Capital Management
Missouri
$419K -$17.6K -143 -4%
CB
317
Chemical Bank
Michigan
$418K +$134K +1,090 +47%
NFG
318
Nations Financial Group
Iowa
$418K +$142K +1,154 +51%
SBIA
319
Sheaff Brock Investment Advisors
Indiana
$414K +$53.8K +438 +15%
RGC
320
Roberts, Glore & Co
Illinois
$401K – – –
MRC
321
Millburn Ridgefield Corp
New York
$395K -$38.5K -313 -9%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$383K +$22.7K +185 +6%
JC
323
Jentner Corp
Ohio
$382K -$1.97K -16 -0.5%
CAL
324
Capital Analysts LLC
Pennsylvania
$374K -$264K -2,147 -41%
W
325
Wealthfront
California
$368K +$12.9K +105 +4%
11 12
13
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