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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 %
SFI
76
SPC Financial Inc
Maryland
$7.02M +$33.7K +274 +0.5%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$6.91M +$1.2M +9,769 +21%
SFA
78
Sequoia Financial Advisors
Ohio
$6.76M +$221K +1,797 +3%
GP
79
Girard Partners
Pennsylvania
$6.47M +$1.01M +8,211 +18%
B
80
Bailard
California
$6.45M +$734K +5,978 +13%
AWM
81
Avior Wealth Management
Nebraska
$6.34M +$295K +2,399 +5%
CL
82
Choreo LLC
Illinois
$6.18M +$1.64M +13,367 +36%
CWM
83
Cornerstone Wealth Management
Missouri
$6.13M +$47.2K +391 +0.8%
LPL Financial
84
LPL Financial
California
$6.1M -$48.6K -397 -0.8%
GT
85
Glenmede Trust
Pennsylvania
$6.1M +$462K +3,762 +8%
GC
86
Garde Capital
Washington
$6.08M -$67.6K -550 -1%
PA
87
Probity Advisors
Texas
$6.08M +$507K +4,130 +9%
OBWP
88
O'Brien Wealth Partners
Massachusetts
$6.07M +$2.27M +18,506 +60%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$5.95M -$33.2K -270 -0.6%
ICOA
90
Investment Centers of America
North Dakota
$5.81M +$32.2K +262 +0.6%
SFM
91
Signet Financial Management
New Jersey
$5.66M +$655K +5,330 +13%
RGI
92
River Global Investors
United Kingdom
$5.52M +$5.52M +44,920 New
BFA
93
Bragg Financial Advisors
North Carolina
$5.51M +$690K +5,620 +14%
Jane Street
94
Jane Street
New York
$5.5M +$4.2M +34,177 +323%
Truist Financial
95
Truist Financial
North Carolina
$5.49M -$50.5K -411 -0.9%
FCI
96
Financial Counselors Inc
Kansas
$5.46M -$106K -861 -2%
NFG
97
Noven Financial Group
Colorado
$5.45M -$417K -3,392 -7%
MA
98
MUFG Americas
New York
$5.19M +$1.19M +9,727 +30%
PFM
99
Phillips Financial Management
Indiana
$5.18M -$64.4K -538 -1%
BWFA
100
Baltimore-Washington Financial Advisors
Maryland
$5.18M +$625K +5,088 +14%
2 3
4
5 6