VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

496 hedge funds and large institutions have $5.52B invested in Vanguard Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+17
Holders Change %
+3.55%
% of All Funds
12.38%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
48
Increased
220
Reduced
141
Closed
27
Calls
$2.34M
Puts
$818K
Net Calls
+$1.52M
Net Calls Change
-$422K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$910M
2
Citigroup
Citigroup
New York
$138M
3
Betterment LLC
Betterment LLC
New York
$383M
4
AssetMark Inc
AssetMark Inc
California
$104M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$960M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Jane Street
Jane Street
New York
$2.15M
3
AIM
Allen Investment Management
New York
$4.96M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$6.74M
5
MIS
Morningstar Investment Services
Illinois
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
151
Sonata Capital Group
Washington
$2.71M -$63.9K -500 -2%
BFS
152
Bradley Foster & Sargent
Connecticut
$2.61M +$15.7K +123 +0.6%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58M +$126K +988 +5%
SB
154
Simmons Bank
Arkansas
$2.58M -$58.5K -458 -2%
WA
155
Waverly Advisors
Alabama
$2.57M +$275K +2,151 +12%
CGL
156
Clarius Group LLC
Washington
$2.47M +$136K +1,067 +6%
SWM
157
SVA Wealth Management
Wisconsin
$2.45M -$36.7K -287 -1%
FIM
158
Freedom Investment Management
Connecticut
$2.4M +$121K +948 +5%
DADC
159
D.A. Davidson & Co
Montana
$2.4M -$377K -2,949 -14%
SS
160
Simplicity Solutions
Minnesota
$2.38M +$274K +2,144 +13%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$2.37M +$126K +987 +6%
GC
162
Gibson Capital
Pennsylvania
$2.3M – – –
WIC
163
Woodmont Investment Counsel
Tennessee
$2.27M +$313K +2,449 +16%
CNBT
164
Canandaigua National Bank & Trust
New York
$2.26M +$409K +3,203 +22%
CG
165
Colony Group
Massachusetts
$2.25M +$30.2K +236 +1%
SPC
166
Sigma Planning Corp
Michigan
$2.22M +$306K +2,396 +16%
KL
167
KWMG LLC
Kansas
$2.16M +$197K +1,543 +10%
Jane Street
168
Jane Street
New York
$2.15M -$18.9M -147,909 -90%
MFT
169
Moisand Fitzgerald Tamayo
Florida
$2.14M +$49.5K +387 +2%
MJRIC
170
Mogy Joel R Investment Counsel
California
$2.11M +$63.9K +500 +3%
AFP
171
Ausdal Financial Partners
Iowa
$2.03M +$172K +1,348 +9%
AF
172
Allworth Financial
California
$1.97M +$450K +3,521 +30%
IH
173
IFC Holdings
Florida
$1.96M +$110K +857 +6%
CDH
174
Charles D. Hyman
$1.96M -$76.7K -600 -4%
FHC
175
First Heartland Consultants
Missouri
$1.93M -$171K -1,341 -8%
5 6
7
8 9