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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 %
KP
101
Keel Point
Alabama
$5.17M +$684K +5,570 +15%
MCM
102
Manchester Capital Management
Vermont
$5.04M -$104K -848 -2%
FAAS
103
First Allied Advisory Services
California
$5M -$433K -3,493 -8%
HighTower Advisors
104
HighTower Advisors
Illinois
$4.98M +$321K +2,617 +7%
NFG
105
NewFocus Financial Group
Washington
$4.88M -$11.8K -96 -0.2%
SPIA
106
Steward Partners Investment Advisory
New York
$4.74M -$657K -5,345 -12%
HCMT
107
Highland Capital Management (Tennessee)
Tennessee
$4.72M -$159K -1,293 -3%
FFEC
108
First Financial Equity Corporation
Arizona
$4.6M +$4.6M +37,762 New
CWM
109
Cranbrook Wealth Management
Michigan
$4.56M -$269K -2,189 -6%
ONB
110
Old National Bancorp
Indiana
$4.43M +$1.94M +15,810 +78%
CC
111
Courier Capital
New York
$4.1M -$219K -1,786 -5%
FC
112
Forte Capital
New York
$4.07M -$288K -2,343 -7%
SRSA
113
S.R. Schill & Associates
Washington
$4.01M +$53K +431 +1%
Northern Trust
114
Northern Trust
Illinois
$3.99M -$18.9K -154 -0.5%
IA
115
IFP Advisors
Florida
$3.93M +$107K +871 +3%
Vanguard Group
116
Vanguard Group
Pennsylvania
$3.87M +$669K +5,449 +21%
PFA
117
Pure Financial Advisors
California
$3.86M +$150K +1,218 +4%
NCMW
118
Northern Capital Management (Wisconsin)
Wisconsin
$3.83M -$698K -5,680 -15%
NFC
119
Northeast Financial Consultants
Connecticut
$3.83M – – –
BA
120
BKS Advisors
Michigan
$3.83M +$39.2K +319 +1%
FTS
121
Fifth Third Securities
Ohio
$3.76M +$776K +6,316 +26%
MAS
122
Managed Account Services
Florida
$3.72M -$104K -845 -3%
AIS
123
American Investment Services
Massachusetts
$3.72M -$754K -6,139 -17%
LFG
124
LifePlan Financial Group
Ohio
$3.71M +$70.9K +577 +2%
SI
125
SII Investments
Wisconsin
$3.71M -$155K -1,264 -4%
3 4
5
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