VBR icon

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 %
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$13.4M +$12.9M +105,257 +2,671%
Stifel Financial
52
Stifel Financial
Missouri
$13.1M -$574K -4,674 -4%
CCM
53
Carlson Capital Management
Minnesota
$13M -$607K -4,941 -4%
Goldman Sachs
54
Goldman Sachs
New York
$12.9M -$964K -7,847 -7%
LIC
55
Lodestar Investment Counsel
Illinois
$12.8M -$152K -1,235 -1%
RJA
56
Raymond James & Associates
Florida
$12.4M +$911K +7,414 +8%
TYCC
57
Texas Yale Capital Corp
Florida
$11.8M -$465K -3,785 -4%
FHA
58
First Horizon Advisors
Tennessee
$11.8M +$2.07M +16,860 +21%
QIM
59
Quest Investment Management
Oregon
$10.6M – – –
IWA
60
Inspirion Wealth Advisors
Illinois
$10.2M +$1.22M +9,939 +14%
BSW
61
Buckingham Strategic Wealth
Missouri
$10.1M -$53K -431 -0.5%
FM
62
Foster & Motley
Ohio
$10M +$646K +5,257 +7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$9.99M +$1.92M +15,588 +24%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$9.79M +$1.14M +9,269 +13%
AG
65
Advisor Group
Arizona
$9.72M -$23K -187 -0.2%
SB
66
Suntrust Banks
Georgia
$9.66M +$1.77M +14,383 +22%
AMG
67
Asset Management Group
Connecticut
$8.92M +$1.14M +9,317 +15%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$8.59M +$3.95M +32,178 +85%
NWM
69
Northwest Wealth Management
Iowa
$8.41M +$1.01M +8,199 +14%
RWM
70
Rezny Wealth Management
Florida
$7.89M +$2.31M +18,812 +41%
IFS
71
Ifrah Financial Services
Arkansas
$7.75M -$209K -1,703 -3%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$7.59M -$89.3K -727 -1%
Mariner
73
Mariner
Kansas
$7.45M +$361K +2,942 +5%
SC
74
Savant Capital
Illinois
$7.14M +$17.6K +143 +0.2%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$7.08M +$74.8K +609 +1%
1 2
3
4 5