VBR icon

Vanguard Small-Cap Value ETF

476 hedge funds and large institutions have $4.82B invested in Vanguard Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
11.87%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.85%
New
55
Increased
217
Reduced
141
Closed
19
Calls
$4.09M
Puts
$7.6M
Net Calls
-$3.51M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
PB
401
Pinnacle Bancorp
Nebraska
$121K +$121K +984 New
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$113K +$737 +6 +0.7%
HDIM
403
Hanson & Doremus Investment Management
Vermont
$108K +$89.5K +728 +485%
LYV
404
Live Your Vision
Pennsylvania
$107K
CB
405
Community Bank
New York
$105K
IFA
406
Interactive Financial Advisors
Illinois
$100K -$26.3K -215 -21%
CHP
407
Cable Hill Partners
Oregon
$98K -$1.65M -13,471 -94%
BWA
408
Burt Wealth Advisors
Maryland
$85K +$24.5K +198 +40%
SBL
409
Sargent Bickham Lagudis
Colorado
$79K +$8.06K +66 +11%
RCA
410
Rowland Carmichael Advisors
Arizona
$75K -$338K -2,756 -82%
LF
411
Lee Financial
Texas
$73K +$73K +591 New
TF
412
Tompkins Financial
New York
$72K
HWP
413
Hefty Wealth Partners
Indiana
$64K -$145K -1,186 -69%
BC
414
Bartlett & Co
Ohio
$61K
ZB
415
Zions Bancorporation
Utah
$61K
EWM
416
Evercore Wealth Management
New York
$57K
PWM
417
Perigon Wealth Management
California
$54K
TIM
418
Tortoise Investment Management
New York
$54K +$245 +2 +0.5%
FCB
419
First Command Bank
Texas
$54K +$37K +305 +218%
FCFS
420
First Command Financial Services
Texas
$54K +$37K +305 +218%
VNA
421
Valley National Advisers
Pennsylvania
$50K
EDRH
422
Edmond de Rothschild Holding
Switzerland
$50K +$50K +410 New
BTIS
423
BB&T Investment Services
North Carolina
$49K +$5.01K +41 +11%
CPA
424
Clear Perspective Advisors
Illinois
$44K
PO
425
Private Ocean
California
$44K +$246 +2 +0.6%