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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 %
AAP
376
Arax Advisory Partners
Colorado
$234K +$13.5K +110 +6%
CPSAC
377
Chas P. Smith & Associates (CPS)
Florida
$232K -$10.4K -85 -4%
PFA
378
Paradigm Financial Advisors
Missouri
$232K +$369 +3 +0.2%
DE
379
Day & Ennis
Georgia
$231K -$3.93K -32 -2%
AAM
380
Aureus Asset Management
Massachusetts
$227K – – –
CFB
381
Cullen/Frost Bankers
Texas
$224K -$2.83K -23 -1%
AllianceBernstein
382
AllianceBernstein
Tennessee
$223K -$110K -893 -33%
RFC
383
Regions Financial Corp
Alabama
$219K +$4.05K +33 +2%
FCAG
384
First Capital Advisors Group
New Jersey
$218K -$682K -5,553 -76%
WA
385
WP Advisors
California
$215K +$215K +1,746 New
SYBT
386
Stock Yards Bank & Trust
Kentucky
$212K +$2.95K +24 +1%
CCA
387
Checchi Capital Advisers
California
$212K +$212K +1,721 New
TFCP
388
Twin Focus Capital Partners
Massachusetts
$211K +$211K +1,718 New
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$200K – – –
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$191K -$161K -1,308 -46%
OC
391
Oakworth Capital
Alabama
$186K – – –
FANJ
392
Financial Architects (New Jersey)
New Jersey
$182K -$2.05M -16,608 -92%
SNT
393
Security National Trust
West Virginia
$172K – – –
TIM
394
Tortoise Investment Management
New York
$169K +$115K +938 +213%
RCA
395
Rowland Carmichael Advisors
Arizona
$153K +$77.7K +630 +103%
TRCT
396
Tower Research Capital (TRC)
New York
$151K +$151K +1,226 New
CAL
397
Capital Advisors Ltd
Ohio
$148K – – –
VC
398
Vestor Capital
Illinois
$147K -$19.7K -160 -12%
BlackRock
399
BlackRock
New York
$146K +$3.82K +31 +3%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$137K -$4.15K -34 -3%
14 15
16
17 18