VBR icon

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 %
Goldman Sachs
51
Goldman Sachs
New York
$13.8M +$862K +7,010 +7%
FHA
52
First Horizon Advisors
Tennessee
$13.5M +$1.73M +14,077 +15%
RJA
53
Raymond James & Associates
Florida
$13.4M +$969K +7,881 +8%
CCM
54
Carlson Capital Management
Minnesota
$13.1M +$119K +967 +0.9%
Stifel Financial
55
Stifel Financial
Missouri
$13M -$97.6K -794 -0.7%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$12.8M -$12.6M -102,772 -50%
LIC
57
Lodestar Investment Counsel
Illinois
$12.4M -$441K -3,590 -3%
SB
58
Suntrust Banks
Georgia
$12.1M +$2.41M +19,575 +25%
TYCC
59
Texas Yale Capital Corp
Florida
$12M +$206K +1,674 +2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$11.2M +$1.25M +10,176 +13%
IWA
61
Inspirion Wealth Advisors
Illinois
$11.1M +$886K +7,210 +9%
QIM
62
Quest Investment Management
Oregon
$10.6M – – –
FM
63
Foster & Motley
Ohio
$10.4M +$352K +2,862 +4%
AMG
64
Asset Management Group
Connecticut
$9.82M +$897K +7,299 +10%
BSW
65
Buckingham Strategic Wealth
Missouri
$9.78M -$357K -2,906 -4%
NWM
66
Northwest Wealth Management
Iowa
$8.14M -$272K -2,214 -3%
Mariner
67
Mariner
Kansas
$7.83M +$374K +3,047 +5%
OBWP
68
O'Brien Wealth Partners
Massachusetts
$7.67M +$1.6M +13,004 +26%
SFI
69
SPC Financial Inc
Maryland
$7.64M +$613K +4,985 +9%
IFS
70
Ifrah Financial Services
Arkansas
$7.62M -$136K -1,103 -2%
RWM
71
Rezny Wealth Management
Florida
$7.56M -$331K -2,696 -4%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$7.55M -$40.1K -326 -0.5%
SC
73
Savant Capital
Illinois
$7.33M +$186K +1,514 +3%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$7.22M +$131K +1,068 +2%
AG
75
Advisor Group
Arizona
$7.16M -$2.56M -20,858 -26%
1 2
3
4 5