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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 %
FCB
426
First Command Bank
Texas
$46K -$8.59K -70 -16%
FCFS
427
First Command Financial Services
Texas
$46K -$8.59K -70 -16%
MLFP
428
MPS Loria Financial Planners
Illinois
$45K +$45K +373 New
PO
429
Private Ocean
California
$44K – – –
CPA
430
Clear Perspective Advisors
Illinois
$44K – – –
GEA
431
Glen Eagle Advisors
New Jersey
$43.4K – – –
ClearBridge Investments
432
ClearBridge Investments
New York
$41K – – –
HI
433
Hudock Inc
Pennsylvania
$37K – – –
SSB
434
Sandy Spring Bank
Maryland
$37K – – –
GRP
435
Global Retirement Partners
California
$37K +$5.62K +46 +18%
SF
436
Synovus Financial
Georgia
$37K +$37K +305 New
CFN
437
Cordasco Financial Network
Florida
$36K – – –
WB
438
Webster Bank
Connecticut
$36K – – –
MWM
439
MinichMacGregor Wealth Management
New York
$34K – – –
BBHC
440
Brown Brothers Harriman & Co
New York
$29K – – –
BC
441
Barnett & Company
Tennessee
$28K – – –
Legal & General Group
442
Legal & General Group
United Kingdom
$25K – – –
CP
443
Corbenic Partners
Pennsylvania
$25K – – –
UWPG
444
Ullmann Wealth Partners Group
Florida
$23K – – –
JWA
445
JFS Wealth Advisors
Pennsylvania
$22K – – –
SIAP
446
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K – – –
FFW
447
Fusion Family Wealth
New York
$21K – – –
BCI
448
Brinker Capital Investments
Pennsylvania
$20K +$20K +162 New
PCA
449
Peddock Capital Advisors
Massachusetts
$19K – – –
DAM
450
Delta Asset Management
Tennessee
$18K – – –
16 17
18
19 20