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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 %
CS
151
Credit Suisse
Switzerland
$2.85M +$2.85M +23,186 New
SB
152
Simmons Bank
Arkansas
$2.81M -$251K -2,041 -8%
NPC
153
National Planning Corporation
California
$2.78M +$82.9K +681 +3%
NFA
154
Nationwide Fund Advisors
Ohio
$2.75M – – –
SCG
155
Sonata Capital Group
Washington
$2.64M +$166K +1,350 +7%
DSC
156
Duncker Streett & Co
Missouri
$2.62M +$234K +1,907 +10%
BEC
157
Blue Edge Capital
Virginia
$2.51M +$102K +832 +4%
DADC
158
D.A. Davidson & Co
Montana
$2.45M +$150K +1,217 +7%
SWM
159
SVA Wealth Management
Wisconsin
$2.44M -$187K -1,525 -7%
TH
160
Timber Hill
Connecticut
$2.42M +$274K +2,227 +13%
GC
161
Gilbert & Cook
Iowa
$2.41M -$122K -995 -5%
SWP
162
Stratos Wealth Partners
Ohio
$2.39M +$1.53M +12,438 +177%
GC
163
Gibson Capital
Pennsylvania
$2.33M – – –
FIM
164
Freedom Investment Management
Connecticut
$2.33M +$23.3K +190 +1%
BFS
165
Bradley Foster & Sargent
Connecticut
$2.26M +$682K +5,554 +43%
FANJ
166
Financial Architects (New Jersey)
New Jersey
$2.22M +$61.6K +501 +3%
CGL
167
Clarius Group LLC
Washington
$2.22M -$4.3K -35 -0.2%
BC
168
Burney Company
Virginia
$2.21M +$74.2K +604 +3%
Comerica Bank
169
Comerica Bank
Texas
$2.19M +$284K +2,279 +15%
FHC
170
First Heartland Consultants
Missouri
$2.18M +$178K +1,446 +9%
LIA
171
LS Investment Advisors
Michigan
$2.14M +$620K +5,050 +41%
MJRIC
172
Mogy Joel R Investment Counsel
California
$2.04M +$55.3K +450 +3%
WA
173
Waverly Advisors
Alabama
$2.03M +$335K +2,724 +20%
CDH
174
Charles D. Hyman
$2.03M -$68.8K -560 -3%
LSA
175
L & S Advisors
California
$2.01M +$114K +930 +6%
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