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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
+$360M
2
Citigroup
Citigroup
New York
+$132M
3
Betterment LLC
Betterment LLC
New York
+$38M
4
AssetMark Inc
AssetMark Inc
California
+$26.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$23.7M
2
Jane Street
Jane Street
New York
-$18.9M
3
AIM
Allen Investment Management
New York
-$9.94M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
-$8.44M
5
MIS
Morningstar Investment Services
Illinois
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTIS
426
BB&T Investment Services
North Carolina
$81K – – –
LF
427
Lee Financial
Texas
$76K – – –
HNB
428
Huntington National Bank
Ohio
$74K -$122K – –
BWA
429
Burt Wealth Advisors
Maryland
$73K – – –
TF
430
Tompkins Financial
New York
$72K – – –
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K +$69K +542 New
SBL
432
Sargent Bickham Lagudis
Colorado
$68K – – –
GWS
433
Glassman Wealth Services
Virginia
$66K – – –
BC
434
Bartlett & Co
Ohio
$64K – – –
PS
435
Portfolio Solutions
Michigan
$64K +$46K +361 +256%
AFNAS
436
American Financial Network Advisory Services
California
$63K +$63K +496 New
EWM
437
Evercore Wealth Management
New York
$59K – – –
HWP
438
Hefty Wealth Partners
Indiana
$58K -$7.03K -55 -11%
PWM
439
Perigon Wealth Management
California
$54K -$2.3K -18 -4%
LC
440
Landaas & Company
Wisconsin
$53K +$53K +415 New
VNA
441
Valley National Advisers
Pennsylvania
$52K – – –
EDRH
442
Edmond de Rothschild Holding
Switzerland
$52K – – –
CPA
443
Clear Perspective Advisors
Illinois
$49K +$3.67K +29 +8%
VIA
444
Vantage Investment Advisors
Pennsylvania
$48K -$1.93K -15 -4%
FCB
445
First Command Bank
Texas
$48K – – –
FCFS
446
First Command Financial Services
Texas
$48K – – –
PO
447
Private Ocean
California
$46K +$128 +1 +0.3%
SFSIG
448
San Francisco Sentry Investment Group
California
$45K +$41.6K +329 +1,219%
KF
449
Krilogy Financial
Missouri
$44K -$4.81K -38 -10%
BCI
450
Brinker Capital Investments
Pennsylvania
$40K +$19.2K +150 +93%
16 17
18
19 20