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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 %
EWM
351
Empirical Wealth Management
Washington
$293K -$226K -1,834 -44%
CA
352
Continuum Advisory
Idaho
$290K +$290K +2,358 New
WTC
353
WhitTier Trust Company
Nevada
$288K +$92.2K +750 +47%
VCM
354
Versant Capital Management
Arizona
$284K – – –
CBU
355
CIBC Bank USA
Illinois
$284K +$9.46K +77 +3%
SM
356
Sciencast Management
New Jersey
$284K +$284K +2,310 New
FA
357
Fortis Advisors
Pennsylvania
$281K +$281K +2,287 New
RMCM
358
Reynders McVeigh Capital Management
Massachusetts
$279K -$3.08K -25 -1%
FWP
359
FAS Wealth Partners
Kansas
$279K – – –
GS
360
Girard Securities
California
$276K -$149K -1,214 -35%
AT
361
Arden Trust
Delaware
$276K +$39.3K +319 +17%
UB
362
UMB Bank
Missouri
$276K +$276K +2,244 New
JFA
363
JNBA Financial Advisors
Minnesota
$272K – – –
BWFM
364
Bridgewater Wealth & Financial Management
Maryland
$271K – – –
SWM
365
Stockman Wealth Management
Montana
$267K -$235K -1,914 -47%
DAS
366
Dynamic Advisor Solutions
Arizona
$267K +$23K +187 +9%
RBC
367
Ronald Blue & Co
Georgia
$266K +$22.4K +182 +9%
FPCP
368
Fort Point Capital Partners
California
$259K -$15.4K -125 -6%
CWM
369
Concert Wealth Management
California
$258K +$24.7K +200 +11%
NFP
370
Narus Financial Partners
Utah
$257K +$3.69K +30 +1%
RG
371
Rathbones Group
United Kingdom
$246K – – –
CGA
372
Crescent Grove Advisors
Illinois
$246K +$246K +1,998 New
SG Americas Securities
373
SG Americas Securities
New York
$243K +$243K +1,981 New
BFG
374
Barber Financial Group
Kansas
$242K -$155K -1,260 -39%
MCM
375
MAI Capital Management
Ohio
$238K – – –
13 14
15
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