VBR icon

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 %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$13.7M +$401K +3,141 +3%
RJA
52
Raymond James & Associates
Florida
$13.3M -$636K -4,974 -5%
Stifel Financial
53
Stifel Financial
Missouri
$12.7M -$796K -6,225 -6%
LIC
54
Lodestar Investment Counsel
Illinois
$12.7M -$233K -1,827 -2%
TYCC
55
Texas Yale Capital Corp
Florida
$12.5M +$15.6K +122 +0.1%
IWA
56
Inspirion Wealth Advisors
Illinois
$11.9M +$353K +2,762 +3%
FM
57
Foster & Motley
Ohio
$11.1M +$305K +2,383 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$11.1M -$602K -4,708 -5%
QIM
59
Quest Investment Management
Oregon
$11M – – –
AMG
60
Asset Management Group
Connecticut
$10.9M +$659K +5,159 +6%
CL
61
Choreo LLC
Illinois
$10.7M +$3.42M +26,645 +47%
FHA
62
First Horizon Advisors
Tennessee
$9.97M -$4.14M -32,355 -29%
RWM
63
Rezny Wealth Management
Florida
$9.82M +$1.96M +15,339 +25%
BSW
64
Buckingham Strategic Wealth
Missouri
$9.59M -$581K -4,550 -6%
Mariner
65
Mariner
Kansas
$8.46M +$315K +2,465 +4%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.37M +$982K +7,686 +13%
SFI
67
SPC Financial Inc
Maryland
$8.24M +$295K +2,310 +4%
OBWP
68
O'Brien Wealth Partners
Massachusetts
$8.24M +$258K +2,016 +3%
AG
69
Advisor Group
Arizona
$8M +$560K +4,383 +8%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$7.96M +$108K +849 +1%
IFS
71
Ifrah Financial Services
Arkansas
$7.84M -$75.4K -590 -1%
SC
72
Savant Capital
Illinois
$7.81M +$186K +1,458 +2%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$7.75M +$239K +1,870 +3%
NCMW
74
Northern Capital Management (Wisconsin)
Wisconsin
$7.66M +$3.28M +25,699 +75%
GT
75
Glenmede Trust
Pennsylvania
$7.62M +$1.28M +9,992 +20%
1 2
3
4 5