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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 %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.71M +$3.71M +30,174 New
IA
127
Independence Advisors
Pennsylvania
$3.7M -$13K -106 -0.4%
SFG
128
Sage Financial Group
Pennsylvania
$3.69M +$200K +1,629 +6%
MWM
129
Merriman Wealth Management
Washington
$3.69M -$2.67M -21,728 -42%
CS
130
Comerica Securities
Michigan
$3.61M +$3.61M +29,400 New
SPC
131
Sigma Planning Corp
Michigan
$3.59M +$1.96M +15,978 +120%
AWA
132
ARS Wealth Advisors
Florida
$3.44M +$388K +3,158 +13%
MCP
133
Mirador Capital Partners
California
$3.37M -$167K -1,357 -5%
WIC
134
Whitegate Investment Counselors
New Hampshire
$3.36M +$386K +3,144 +13%
SHCM
135
Stokes & Hubbell Capital Management
Louisiana
$3.32M +$901K +7,332 +37%
CIM
136
Cambria Investment Management
California
$3.3M +$1.04M +8,434 +46%
EGA
137
E&G Advisors
Texas
$3.23M +$174K +1,419 +6%
DY
138
Dowling & Yahnke
California
$3.22M -$87.3K -711 -3%
WT
139
Whittier Trust
California
$3.18M +$36.9K +300 +1%
SEIA
140
Signature Estate & Investment Advisors
California
$3.14M +$249K +2,027 +9%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$3.14M -$1.31M -10,646 -29%
CT
142
Coastline Trust
Rhode Island
$3.07M +$137K +1,115 +5%
BEAM
143
Baker Ellis Asset Management
Washington
$3.02M +$55.8K +454 +2%
GWA
144
Guidant Wealth Advisors
Illinois
$3.02M +$482K +3,997 +19%
HA
145
Hamel Associates
New Jersey
$2.96M +$12.4K +101 +0.4%
Citigroup
146
Citigroup
New York
$2.94M +$961K +7,817 +49%
PMG
147
ProVise Management Group
Florida
$2.93M +$124K +1,009 +4%
FFS
148
Founders Financial Securities
Maryland
$2.89M -$3.78M -30,759 -57%
PAI
149
Pittenger & Anderson Inc
Nebraska
$2.87M +$1.17M +9,562 +69%
OFS
150
Orrstown Financial Services
Pennsylvania
$2.86M -$1.53M -12,493 -35%
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