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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 %
HH
476
HWG Holdings
Texas
$2K +$2K +15 New
GI
477
Gradient Investments
Minnesota
$1K -$11.8K -71 -92%
JAM
478
Jolley Asset Management
North Carolina
$1K +$1K +10 New
IWM
479
IHT Wealth Management
Illinois
$37 +$10 +860 +39%
AIA
480
Arrow Investment Advisors
Maryland
– -$32M -260,192 Closed
PFA
481
Pinnacle Family Advisors
Missouri
– -$16.8M -136,670 Closed
CIM
482
Cambria Investment Management
California
– -$3.3M -26,894 Closed
CS
483
Credit Suisse
Switzerland
– -$2.85M -23,186 Closed
BEC
484
Blue Edge Capital
Virginia
– -$2.51M -20,404 Closed
QA
485
Quantitative Advantage
Minnesota
– -$1.32M -10,738 Closed
TW
486
Transform Wealth
Colorado
– -$1.23M -10,016 Closed
Wolverine Trading
487
Wolverine Trading
Illinois
– -$1.21M -9,817 Closed
Cerity Partners
488
Cerity Partners
New York
– -$729K -5,935 Closed
SCA
489
Stillwater Capital Advisors
Pennsylvania
– -$627K -5,106 Closed
MWM
490
Mission Wealth Management
California
– -$609K -4,958 Closed
AA
491
Alesco Advisors
New York
– -$577K -4,693 Closed
GCMG
492
Gyroscope Capital Management Group
Florida
– -$466K -3,790 Closed
RFS
493
Rockefeller Financial Services
New York
– -$464K -3,775 Closed
FIM
494
Frontier Investment Management
Texas
– -$237K -1,928 Closed
MC
495
Moors & Cabot
Massachusetts
– -$218K -1,776 Closed
VWA
496
V Wealth Advisors
Kansas
– -$217K -1,765 Closed
NHC
497
Nicholas Hoffman & Company
Georgia
– -$212K -1,727 Closed
WB
498
WesBanco Bank
West Virginia
– -$211K -1,716 Closed
B
499
Bridgeworth
Alabama
– -$205K -1,694 Closed
RWA
500
RGT Wealth Advisors
Texas
– -$207K -1,688 Closed
17 18 19
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