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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 %
WS
326
Wedbush Securities
California
$364K +$8.86K +72 +2%
BRWA
327
B. Riley Wealth Advisors
Florida
$356K +$11.8K +96 +3%
PTC
328
Private Trust Company
Ohio
$353K -$44.8K -365 -11%
Brown Advisory
329
Brown Advisory
Maryland
$348K -$30.1K -245 -8%
AG
330
Appleton Group
Wisconsin
$341K +$7.38K +60 +2%
CPIG
331
Chicago Partners Investment Group
Illinois
$335K -$1.31M -10,765 -80%
SFS
332
Strategic Financial Services
New York
$333K – – –
RWA
333
Ropes Wealth Advisors
Massachusetts
$332K – – –
NSIM
334
North Star Investment Management
Illinois
$332K +$14.8K +120 +5%
RWP
335
RWA Wealth Partners
Massachusetts
$328K – – –
JFG
336
JMG Financial Group
Illinois
$326K – – –
ZB
337
Zions Bancorporation
Utah
$324K +$263K +2,141 +433%
SC
338
SouthState Corp
Florida
$322K – – –
EWMCB
339
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K – – –
NP
340
NorthRock Partners
Minnesota
$314K +$19.1K +155 +6%
CA
341
Clearstead Advisors
Ohio
$311K +$34.5K +281 +12%
TI
342
Truepoint Inc
Ohio
$303K +$88.5K +717 +41%
GHAM
343
Gilman Hill Asset Management
Connecticut
$301K – – –
BDF
344
Balasa Dinverno & Foltz
$299K +$54.2K +441 +22%
AP
345
Appleton Partners
Massachusetts
$298K – – –
TFF
346
The Family Firm
Maryland
$297K – – –
EFS
347
Essex Financial Services
Connecticut
$295K – – –
DPI
348
Diversified Portfolios Inc
Michigan
$295K +$6.88K +56 +2%
LFA
349
Landmark Financial Advisors
Kentucky
$294K – – –
KA
350
Kovack Advisors
Florida
$294K +$12.7K +103 +4%
12 13
14
15 16