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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.

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
1
LPL Financial
California
$77.4M
2
PCA
2
Personal Capital Advisors
California
$48.3M
3
Betterment LLC
3
Betterment LLC
New York
$332M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$28.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$904M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$529M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
3AM
4
3EDGE Asset Management
Florida
$44.1M
5
AA
5
ALPS Advisors
Colorado
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$28.8M +$28.8M +234,457 New
MMA
27
Miracle Mile Advisors
California
$27.9M +$43.4K +353 +0.2%
MIS
28
Morningstar Investment Services
Illinois
$25.8M -$6.31M -51,367 -20%
HI
29
Horizon Investments
North Carolina
$23.7M -$1.02M -8,444 -4%
USAA
30
United Services Automobile Association
Texas
$23.4M +$1.23M +10,000 +6%
FPIS
31
Financial Planning & Information Services
Wisconsin
$23.2M +$1.14M +9,277 +5%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$23.1M +$1.2M +9,777 +5%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$21.2M +$1M +8,164 +5%
WA
34
Wealth Architects
California
$20.4M +$767K +6,237 +4%
Jane Street
35
Jane Street
New York
$20.2M +$14.7M +119,971 +268%
SE
36
Summit Equities
New Jersey
$19.9M +$1.12M +9,091 +6%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$19.6M -$791K -6,438 -4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$19.4M +$1.28M +10,393 +7%
MWM
39
Modera Wealth Management
New Jersey
$18.6M -$26.8K -218 -0.1%
ZF
40
Zhang Financial
Michigan
$18.4M +$157K +1,286 +0.9%
CPO
41
Cerity Partners OCIO
New York
$17.9M +$962K +7,818 +6%
Creative Planning
42
Creative Planning
Kansas
$16.8M +$1.55M +12,625 +10%
PAG
43
Private Advisor Group
New Jersey
$16.8M +$179K +1,459 +1%
LNC
44
Lincoln National Corp
Pennsylvania
$15.6M -$2.28M -18,555 -13%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$15.6M -$236K -1,924 -1%
SP
46
Symmetry Partners
Connecticut
$15.4M +$643K +5,233 +4%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$15M -$23.4K -190 -0.2%
TNBTD
48
Trustmark National Bank Trust Department
Mississippi
$14.6M +$1.18M +9,610 +9%
AIM
49
Allen Investment Management
New York
$14.3M – – –
PSUF
50
People's United Financial
Connecticut
$14M +$407K +3,315 +3%
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