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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

496 hedge funds and large institutions have $5.52B invested in Vanguard Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+17
Holders Change %
+3.55%
% of All Funds
12.38%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
48
Increased
220
Reduced
141
Closed
27
Calls
$2.34M
Puts
$818K
Net Calls
+$1.52M
Net Calls Change
-$422K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$910M
2
Citigroup
Citigroup
New York
$138M
3
Betterment LLC
Betterment LLC
New York
$383M
4
AssetMark Inc
AssetMark Inc
California
$104M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$960M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Jane Street
Jane Street
New York
$2.15M
3
AIM
Allen Investment Management
New York
$4.96M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$6.74M
5
MIS
Morningstar Investment Services
Illinois
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
WP Advisors
California
$229K +$6.13K +48 +3%
FCAG
377
First Capital Advisors Group
New Jersey
$227K – – –
TDC
378
Thompson Davis & Co
Virginia
$227K +$214K +1,675 +1,675%
AL
379
Aspiriant LLC
California
$227K +$227K +1,776 New
AllianceBernstein
380
AllianceBernstein
Tennessee
$226K -$5.76K -45 -2%
CPSAC
381
Chas P. Smith & Associates (CPS)
Florida
$225K -$16.2K -127 -7%
CCA
382
Checchi Capital Advisers
California
$223K +$2.94K +23 +1%
B
383
Bridgeworth
Alabama
$222K +$222K +1,715 New
FANJ
384
Financial Architects (New Jersey)
New Jersey
$221K +$32.2K +252 +17%
TFCP
385
Twin Focus Capital Partners
Massachusetts
$220K – – –
EWM
386
Empirical Wealth Management
Washington
$219K -$84.7K -664 -28%
VCP
387
Vista Capital Partners
Oregon
$219K +$219K +1,717 New
JFG
388
JMG Financial Group
Illinois
$218K -$121K -945 -36%
RCA
389
Rowland Carmichael Advisors
Arizona
$218K +$59.4K +465 +37%
MWM
390
Meridian Wealth Management
Kentucky
$218K +$218K +1,692 New
SYBT
391
Stock Yards Bank & Trust
Kentucky
$217K -$2.16K -17 -1%
FIAS
392
FinTrust Investment Advisory Services
South Carolina
$215K +$215K +1,685 New
AP
393
Appleton Partners
Massachusetts
$214K -$95.8K -750 -31%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$214K +$15.3K +120 +8%
NG
395
Northstar Group
New York
$214K +$214K +1,675 New
RFC
396
Regions Financial Corp
Alabama
$212K -$16.3K -127 -7%
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$209K – – –
GHA
398
GW Henssler & Associates
Georgia
$208K +$208K +1,630 New
JFGLC
399
Johnson Financial Group LLC (Colorado)
Colorado
$206K +$206K +1,619 New
BF
400
Blankinship & Foster
California
$205K +$205K +1,607 New
14 15
16
17 18