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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 %
AIA
101
Allegis Investment Advisors
Idaho
$5.16M +$4.76M +38,694 +1,174%
SPIA
102
Steward Partners Investment Advisory
New York
$4.97M +$235K +1,909 +5%
MCM
103
Manchester Capital Management
Vermont
$4.78M -$264K -2,150 -5%
ONB
104
Old National Bancorp
Indiana
$4.77M +$342K +2,781 +8%
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$4.64M -$80.9K -658 -2%
NFG
106
NewFocus Financial Group
Washington
$4.57M -$320K -2,601 -7%
CWM
107
Cranbrook Wealth Management
Michigan
$4.55M -$12.2K -99 -0.3%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$4.54M -$4.06M -33,003 -47%
Vanguard Group
109
Vanguard Group
Pennsylvania
$4.33M +$462K +3,758 +12%
ICOA
110
Investment Centers of America
North Dakota
$4.27M -$1.54M -12,518 -27%
NCMW
111
Northern Capital Management (Wisconsin)
Wisconsin
$4.21M +$369K +3,005 +10%
PFA
112
Pure Financial Advisors
California
$4.19M +$333K +2,712 +9%
CC
113
Courier Capital
New York
$4.14M +$35.5K +289 +0.9%
IA
114
IFP Advisors
Florida
$4.13M +$195K +1,589 +5%
MWM
115
Merriman Wealth Management
Washington
$4.1M +$415K +3,375 +11%
SHCM
116
Stokes & Hubbell Capital Management
Louisiana
$4M +$673K +5,475 +20%
FC
117
Forte Capital
New York
$3.96M -$109K -883 -3%
AA
118
ALPS Advisors
Colorado
$3.92M -$13M -105,702 -77%
MCP
119
Mirador Capital Partners
California
$3.92M +$527K +4,256 +16%
CS
120
Comerica Securities
Michigan
$3.9M +$277K +2,243 +8%
BA
121
BKS Advisors
Michigan
$3.89M +$56.4K +459 +1%
FTS
122
Fifth Third Securities
Ohio
$3.87M +$105K +854 +3%
SFG
123
Sage Financial Group
Pennsylvania
$3.87M +$175K +1,425 +5%
NFC
124
Northeast Financial Consultants
Connecticut
$3.83M – – –
MAS
125
Managed Account Services
Florida
$3.8M +$70.5K +574 +2%
3 4
5
6 7