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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 %
PS
451
Portfolio Solutions
Michigan
$17K – – –
DSN
452
D. Scott Neal
Kentucky
$17K +$17K +137 New
CFA
453
Carroll Financial Associates
North Carolina
$14K – – –
TC
454
Trust Company
Kansas
$14K – – –
TDC
455
Thompson Davis & Co
Virginia
$12K – – –
QAM
456
QCI Asset Management
New York
$9K – – –
AOWM
457
Alpha Omega Wealth Management
Virginia
$9K – – –
AC
458
Alexandria Capital
Virginia
$9K +$9K +77 New
CCM
459
Cribstone Capital Management
Maine
$7K – – –
CDIA
460
Capital Directions Investment Advisors
Georgia
$7K +$6.3K +54 +900%
SAM
461
Shamrock Asset Management
Texas
$7K +$7K +56 New
RFM
462
Royal Fund Management
Florida
$6K – – –
LWA
463
Lenox Wealth Advisors
New York
$5K -$8.86K -78 -64%
RFA
464
Reilly Financial Advisors
California
$5K – – –
RCG
465
Ruggie Capital Group
Florida
$5K – – –
UBS AM
466
UBS AM
Illinois
$4.06K +$4.06K +33 New
WCM
467
Wealthcare Capital Management
Virginia
$4K – – –
FWM
468
Focused Wealth Management
New York
$4K – – –
IF
469
Ironwood Financial
Arizona
$4K – – –
CWM
470
Catamount Wealth Management
Connecticut
$4K – – –
RBA
471
Richard Bernstein Advisors
New York
$4K +$138 +1 +4%
KTC
472
Kistler-Tiffany Companies
Pennsylvania
$3K -$1.86K -13 -38%
AIS
473
Accurate Investment Solutions
Pennsylvania
$3K – – –
SFSIG
474
San Francisco Sentry Investment Group
California
$3K +$3K +27 New
HT
475
Heritage Trust
Oklahoma
$2K -$1.85K -12 -48%
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