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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 %
DADC
151
D.A. Davidson & Co
Montana
$2.67M +$221K +1,796 +9%
SCG
152
Sonata Capital Group
Washington
$2.67M +$23.4K +190 +0.9%
SB
153
Simmons Bank
Arkansas
$2.53M -$278K -2,265 -10%
FFS
154
Founders Financial Securities
Maryland
$2.52M -$372K -3,025 -13%
BTS
155
BB&T Securities
Virginia
$2.51M +$1.13M +9,170 +81%
BFS
156
Bradley Foster & Sargent
Connecticut
$2.49M +$231K +1,881 +10%
WA
157
WFG Advisors
Texas
$2.49M +$1.1M +8,926 +79%
SWM
158
SVA Wealth Management
Wisconsin
$2.39M -$49.3K -401 -2%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.36M +$2.23M +18,157 +1,697%
CA
160
Cornerstone Advisory
Maryland
$2.31M +$2.31M +18,770 New
CGL
161
Clarius Group LLC
Washington
$2.24M +$20.8K +169 +0.9%
BC
162
Burney Company
Virginia
$2.23M +$23.3K +190 +1%
GC
163
Gibson Capital
Pennsylvania
$2.21M -$123K -1,000 -5%
WA
164
Waverly Advisors
Alabama
$2.2M +$169K +1,377 +8%
FIM
165
Freedom Investment Management
Connecticut
$2.19M -$139K -1,132 -6%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$2.15M +$286K +2,324 +15%
CG
167
Colony Group
Massachusetts
$2.14M +$558K +4,536 +35%
SS
168
Simplicity Solutions
Minnesota
$2.03M +$422K +3,434 +26%
FHC
169
First Heartland Consultants
Missouri
$2.02M -$160K -1,304 -7%
William Blair & Company
170
William Blair & Company
Illinois
$2.02M +$396K +3,221 +24%
MFT
171
Moisand Fitzgerald Tamayo
Florida
$2.01M +$56.3K +458 +3%
MJRIC
172
Mogy Joel R Investment Counsel
California
$1.97M -$70.4K -573 -3%
CDH
173
Charles D. Hyman
$1.96M -$73.7K -600 -4%
GFPC
174
Global Financial Private Capital
Florida
$1.93M +$4.55K +37 +0.2%
US Bancorp
175
US Bancorp
Minnesota
$1.92M +$259K +2,108 +16%
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