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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 %
BCIM
76
Bishop & Co Investment Management
Pennsylvania
$7.48M +$5.71M +44,667 +322%
GP
77
Girard Partners
Pennsylvania
$7.37M +$447K +3,495 +6%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$7.3M +$60K +470 +0.8%
BFA
79
Bragg Financial Advisors
North Carolina
$7.26M +$613K +4,800 +9%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$7.22M +$1.14M +8,932 +19%
B
81
Bailard
California
$7.16M +$227K +1,775 +3%
NWM
82
Northwest Wealth Management
Iowa
$7.02M -$1.44M -11,277 -17%
CWM
83
Cornerstone Wealth Management
Missouri
$6.86M +$209K +1,626 +3%
TNBTD
84
Trustmark National Bank Trust Department
Mississippi
$6.74M -$8.44M -66,041 -56%
SFM
85
Signet Financial Management
New Jersey
$6.45M +$441K +3,451 +7%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.31M +$299K +2,343 +5%
PA
87
Probity Advisors
Texas
$6.24M +$18.1K +142 +0.3%
AWM
88
Avior Wealth Management
Nebraska
$6.24M +$152K +1,186 +2%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$6.19M +$527K +4,122 +9%
FAAS
90
First Allied Advisory Services
California
$6.14M -$183K -1,434 -3%
GC
91
Garde Capital
Washington
$6.09M -$99.8K -781 -2%
FCI
92
Financial Counselors Inc
Kansas
$6.03M +$309K +2,415 +5%
AIA
93
Allegis Investment Advisors
Idaho
$5.95M +$581K +4,543 +11%
MA
94
MUFG Americas
New York
$5.78M +$155K +1,213 +3%
BWFA
95
Baltimore-Washington Financial Advisors
Maryland
$5.77M +$45.1K +353 +0.8%
Truist Financial
96
Truist Financial
North Carolina
$5.75M +$54.9K +430 +1%
SG Americas Securities
97
SG Americas Securities
New York
$5.54M +$5.28M +41,336 +2,087%
PFM
98
Phillips Financial Management
Indiana
$5.48M -$21.5K -168 -0.4%
Vanguard Group
99
Vanguard Group
Pennsylvania
$5.39M +$882K +6,901 +20%
SPIA
100
Steward Partners Investment Advisory
New York
$5.34M +$173K +1,354 +3%
2 3
4
5 6