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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$77.4M
2
PCA
Personal Capital Advisors
California
$48.3M
3
Betterment LLC
Betterment LLC
New York
$332M
4
MML Investors Services
MML Investors Services
Massachusetts
$28.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$904M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$529M
2
AIA
Arrow Investment Advisors
Maryland
$0
3
PFA
Pinnacle Family Advisors
Missouri
$0
4
3AM
3EDGE Asset Management
Florida
$44.1M
5
AA
ALPS Advisors
Colorado
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
126
American Investment Services
Massachusetts
$3.78M +$59.3K +482 +2%
LFG
127
LifePlan Financial Group
Ohio
$3.76M +$47.6K +387 +1%
AWA
128
ARS Wealth Advisors
Florida
$3.62M +$184K +1,495 +5%
IA
129
Independence Advisors
Pennsylvania
$3.62M -$84.7K -689 -2%
Northern Trust
130
Northern Trust
Illinois
$3.62M -$373K -3,034 -9%
PI
131
PHH Investments
Texas
$3.58M +$3.58M +29,139 New
Natixis Advisors
132
Natixis Advisors
Massachusetts
$3.58M +$441K +3,588 +14%
NPC
133
National Planning Corporation
California
$3.55M +$705K +5,683 +25%
BEAM
134
Baker Ellis Asset Management
Washington
$3.39M +$370K +3,011 +12%
WIC
135
Whitegate Investment Counselors
New Hampshire
$3.38M +$25.8K +210 +0.8%
CAAS
136
Capital Asset Advisory Services
Michigan
$3.34M +$3.34M +27,170 New
SEIA
137
Signature Estate & Investment Advisors
California
$3.26M +$113K +921 +4%
SRSA
138
S.R. Schill & Associates
Washington
$3.26M -$758K -6,168 -19%
EGA
139
E&G Advisors
Texas
$3.18M -$58.8K -478 -2%
GWA
140
Guidant Wealth Advisors
Illinois
$3.17M +$104K +853 +3%
Comerica Bank
141
Comerica Bank
Texas
$3.16M +$968K +7,753 +44%
DY
142
Dowling & Yahnke
California
$3.15M -$77.4K -630 -2%
HA
143
Hamel Associates
New Jersey
$3.01M +$51K +415 +2%
CT
144
Coastline Trust
Rhode Island
$3.01M -$70K -570 -2%
PAI
145
Pittenger & Anderson Inc
Nebraska
$2.96M +$90.5K +736 +3%
PMG
146
ProVise Management Group
Florida
$2.93M – – –
LIA
147
LS Investment Advisors
Michigan
$2.92M +$778K +6,325 +36%
WT
148
Whittier Trust
California
$2.91M -$273K -2,218 -9%
DSC
149
Duncker Streett & Co
Missouri
$2.79M +$169K +1,372 +6%
NFA
150
Nationwide Fund Advisors
Ohio
$2.75M – – –
4 5
6
7 8