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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.

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
1
Bank of America
North Carolina
$910M
2
Citigroup
2
Citigroup
New York
$138M
3
Betterment LLC
3
Betterment LLC
New York
$383M
4
AssetMark Inc
4
AssetMark Inc
California
$104M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$960M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$2.15M
3
AIM
3
Allen Investment Management
New York
$4.96M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$6.74M
5
MIS
5
Morningstar Investment Services
Illinois
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$37.5M +$3.01M +23,569 +9%
MML Investors Services
27
MML Investors Services
Massachusetts
$31.5M +$1.51M +11,792 +5%
MMA
28
Miracle Mile Advisors
California
$31.4M +$2.37M +18,547 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$27M +$6.9M +53,967 +34%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$25.8M +$1.8M +14,062 +7%
FPIS
31
Financial Planning & Information Services
Wisconsin
$24.6M +$501K +3,924 +2%
USAA
32
United Services Automobile Association
Texas
$24.3M – – –
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$22.8M +$844K +6,603 +4%
SE
34
Summit Equities
New Jersey
$22M +$1.27M +9,924 +6%
CPO
35
Cerity Partners OCIO
New York
$21.8M +$3.23M +25,361 +17%
WA
36
Wealth Architects
California
$21.5M +$357K +2,796 +2%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$20.5M +$168K +1,314 +0.8%
MIS
38
Morningstar Investment Services
Illinois
$20.4M -$6.49M -50,797 -24%
ZF
39
Zhang Financial
Michigan
$19.4M +$64.9K +504 +0.3%
MWM
40
Modera Wealth Management
New Jersey
$19.2M -$117K -919 -0.6%
PAG
41
Private Advisor Group
New Jersey
$19M +$1.33M +10,301 +8%
Creative Planning
42
Creative Planning
Kansas
$17.6M +$160K +1,250 +0.9%
LNC
43
Lincoln National Corp
Pennsylvania
$17.2M +$1M +7,832 +6%
Goldman Sachs
44
Goldman Sachs
New York
$16.5M +$2.15M +16,852 +15%
SP
45
Symmetry Partners
Connecticut
$16.2M +$173K +1,356 +1%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$15.3M -$258K -2,022 -2%
PSUF
47
People's United Financial
Connecticut
$14.9M +$321K +2,512 +2%
CCM
48
Carlson Capital Management
Minnesota
$14.6M +$1.03M +8,060 +8%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$14M -$2.17M -16,954 -13%
SB
50
Suntrust Banks
Georgia
$13.9M +$1.39M +10,884 +11%
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