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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 %
GRP
451
Global Retirement Partners
California
$39K – – –
SSB
452
Sandy Spring Bank
Maryland
$38K – – –
HI
453
Hudock Inc
Pennsylvania
$38K – – –
CFN
454
Cordasco Financial Network
Florida
$38K – – –
WB
455
Webster Bank
Connecticut
$37K – – –
MWM
456
MinichMacGregor Wealth Management
New York
$35K – – –
PFBT
457
Parkside Financial Bank & Trust
Missouri
$35K +$35K +275 New
BBHC
458
Brown Brothers Harriman & Co
New York
$30K – – –
BC
459
Barnett & Company
Tennessee
$29K – – –
CP
460
Corbenic Partners
Pennsylvania
$26K – – –
GBBWRPM
461
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$25K +200 New
GEA
462
Glen Eagle Advisors
New Jersey
$24.9K -$20.2K -158 -45%
JWA
463
JFS Wealth Advisors
Pennsylvania
$23K – – –
SIAP
464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
VFA
465
Valeo Financial Advisors
Indiana
$22K +$22K +170 New
PCA
466
Peddock Capital Advisors
Massachusetts
$20K – – –
DAM
467
Delta Asset Management
Tennessee
$18K – – –
CFA
468
Carroll Financial Associates
North Carolina
$15K – – –
TC
469
Trust Company
Kansas
$15K – – –
SIM
470
Sonora Investment Management
Arizona
$14.7K +$14.7K +115 New
BWM
471
Baystate Wealth Management
Massachusetts
$12K +$12K +94 New
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +88 New
AC
473
Alexandria Capital
Virginia
$10K – – –
QAM
474
QCI Asset Management
New York
$9K – – –
AOWM
475
Alpha Omega Wealth Management
Virginia
$9K – – –
17 18
19
20 21