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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 %
EA
401
Elm Advisors
California
$204K +$204K +1,600 New
TH
402
Timber Hill
Connecticut
$202K -$1.02M -7,970 -83%
BA
403
BKS Advisors
Michigan
$201K -$3.84M -30,057 -95%
BFG
404
Barber Financial Group
Kansas
$201K -$50.4K -394 -20%
SNT
405
Security National Trust
West Virginia
$179K – – –
CC
406
Cassaday & Co
Virginia
$160K +$36.5K +286 +30%
BlackRock
407
BlackRock
New York
$156K +$4.23K +33 +3%
CAL
408
Capital Advisors Ltd
Ohio
$154K – – –
VC
409
Vestor Capital
Illinois
$153K – – –
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$149K +$149K +1,166 New
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$3.08K +24 +2%
WEC
412
Winslow Evans & Crocker
Massachusetts
$144K -$455K -3,567 -76%
HDIM
413
Hanson & Doremus Investment Management
Vermont
$137K +$5.88K +46 +4%
PMFA
414
Plante Moran Financial Advisors
Michigan
$130K +$25.9K +202 +25%
RE
415
RBC Europe
United Kingdom
$128K +$128K +1,000 New
MD
416
Money Design
Japan
$126K +$126K +984 New
JFA
417
JNBA Financial Advisors
Minnesota
$123K -$161K -1,252 -57%
OC
418
Oakworth Capital
Alabama
$119K -$65.7K -538 -36%
JGIA
419
Jackson Grant Investment Advisers
Connecticut
$118K +$382 +3 +0.3%
FPB
420
First PREMIER Bank
South Dakota
$116K +$116K +910 New
IFA
421
Interactive Financial Advisors
Illinois
$114K +$20.7K +163 +22%
LYV
422
Live Your Vision
Pennsylvania
$111K – – –
CB
423
Community Bank
New York
$109K – – –
BGC
424
Blue Granite Capital
South Carolina
$105K – – –
CHP
425
Cable Hill Partners
Oregon
$96K -$6.41K -50 -6%
15 16
17
18 19