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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

476 hedge funds and large institutions have $4.82B invested in Vanguard Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
11.87%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.85%
New
55
Increased
217
Reduced
141
Closed
19
Calls
$4.09M
Puts
$7.6M
Net Calls
-$3.51M
Net Calls Change
-$1.71M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$885M
2
Bank of America
Bank of America
North Carolina
$668M
3
Betterment LLC
Betterment LLC
New York
$285M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$41.9M
5
AssetMark Inc
AssetMark Inc
California
$79.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$258M
2
HI
Horizon Investments
North Carolina
$25.1M
3
3AM
3EDGE Asset Management
Florida
$58.6M
4
IA
IndexIQ Advisors
New York
$0
5
USAA
United Services Automobile Association
Texas
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$27.8M +$13.5M +109,677 +94%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$25.4M -$8.51M -69,301 -25%
HI
28
Horizon Investments
North Carolina
$25.1M -$49.2M -400,197 -66%
SEI Investments
29
SEI Investments
Pennsylvania
$24.7M +$3.2M +26,048 +15%
USAA
30
United Services Automobile Association
Texas
$22.2M -$12M -97,590 -35%
FPIS
31
Financial Planning & Information Services
Wisconsin
$22M -$248K -2,016 -1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$21.9M +$658K +5,359 +3%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$20.3M +$934K +7,601 +5%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$20.1M +$14M +113,744 +226%
ZF
35
Zhang Financial
Michigan
$20M -$133K -992 -0.7%
WA
36
Wealth Architects
California
$19.6M -$82.2K -669 -0.4%
SE
37
Summit Equities
New Jersey
$18.8M +$814K +6,628 +5%
MWM
38
Modera Wealth Management
New Jersey
$18.6M -$1.02M -8,327 -5%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$18.1M +$1.34M +10,911 +8%
LNC
40
Lincoln National Corp
Pennsylvania
$17.9M +$1.33M +10,831 +8%
CPO
41
Cerity Partners OCIO
New York
$17M +$95.7K +779 +0.6%
AA
42
ALPS Advisors
Colorado
$16.9M -$22.7K -185 -0.1%
PFA
43
Pinnacle Family Advisors
Missouri
$16.8M +$4.88M +39,680 +41%
PAG
44
Private Advisor Group
New Jersey
$16.4M +$1.46M +12,083 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$15.8M +$1.89M +15,388 +14%
Creative Planning
46
Creative Planning
Kansas
$15.2M -$623K -5,070 -4%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$15M +$1.22M +9,919 +9%
SP
48
Symmetry Partners
Connecticut
$14.7M +$1.42M +11,576 +11%
AIM
49
Allen Investment Management
New York
$14.3M +$297K +2,417 +2%
PSUF
50
People's United Financial
Connecticut
$13.6M +$216K +1,754 +2%
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