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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 %
HDIM
401
Hanson & Doremus Investment Management
Vermont
$126K +$18.1K +147 +17%
HNB
402
Huntington National Bank
Ohio
$122K -$122K – –
CC
403
Cassaday & Co
Virginia
$119K -$19.9K -162 -14%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$114K +$494 +4 +0.4%
NA
405
NewEdge Advisors
Louisiana
$108K +$108K +886 New
LYV
406
Live Your Vision
Pennsylvania
$108K – – –
CB
407
Community Bank
New York
$105K – – –
BGC
408
Blue Granite Capital
South Carolina
$101K +$101K +819 New
PMFA
409
Plante Moran Financial Advisors
Michigan
$100K -$24.4K -198 -20%
CHP
410
Cable Hill Partners
Oregon
$99K – – –
IFA
411
Interactive Financial Advisors
Illinois
$90K -$10.2K -83 -10%
BTIS
412
BB&T Investment Services
North Carolina
$77K +$27.8K +227 +57%
LF
413
Lee Financial
Texas
$73K – – –
BWA
414
Burt Wealth Advisors
Maryland
$70K -$14.2K -116 -17%
TF
415
Tompkins Financial
New York
$69K -$2.7K -22 -4%
SBL
416
Sargent Bickham Lagudis
Colorado
$65K -$14.2K -116 -18%
GWS
417
Glassman Wealth Services
Virginia
$63K +$63K +515 New
HWP
418
Hefty Wealth Partners
Indiana
$62K -$1.58K -13 -2%
BC
419
Bartlett & Co
Ohio
$61K – – –
EWM
420
Evercore Wealth Management
New York
$57K – – –
PWM
421
Perigon Wealth Management
California
$54K – – –
VNA
422
Valley National Advisers
Pennsylvania
$50K – – –
EDRH
423
Edmond de Rothschild Holding
Switzerland
$50K – – –
VIA
424
Vantage Investment Advisors
Pennsylvania
$48K +$8.66K +70 +22%
KF
425
Krilogy Financial
Missouri
$47K +$5.48K +45 +13%
15 16
17
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