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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 %
PFS
176
Prospera Financial Services
Texas
$2M -$99.8K -827 -5%
JIC
177
JRM Investment Counsel
Nebraska
$1.99M -$3.29M -26,752 -62%
MFW
178
Mosaic Family Wealth
Missouri
$1.96M -$158K -1,287 -7%
MFT
179
Moisand Fitzgerald Tamayo
Florida
$1.96M -$77.4K -630 -4%
CFA
180
CT Financial Advisors
Pennsylvania
$1.93M +$158K +1,290 +9%
GFPC
181
Global Financial Private Capital
Florida
$1.93M +$1.93M +15,671 New
CA
182
Cetera Advisors
Colorado
$1.87M +$404K +3,283 +28%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$1.86M +$370K +3,015 +25%
SIA
184
Starfire Investment Advisers
Michigan
$1.84M +$203K +1,673 +12%
GIM
185
Goelzer Investment Management
Indiana
$1.77M -$98.1K -798 -5%
HB
186
Homrich & Berg
Georgia
$1.77M +$1.77M +14,396 New
APSP
187
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.7M -$24K -195 -1%
US Bancorp
188
US Bancorp
Minnesota
$1.66M +$322K +2,624 +24%
CPIG
189
Chicago Partners Investment Group
Illinois
$1.66M +$641K +5,215 +63%
WIC
190
Woodmont Investment Counsel
Tennessee
$1.65M – – –
William Blair & Company
191
William Blair & Company
Illinois
$1.64M -$71.7K -578 -4%
ACM
192
Advisors Capital Management
New Jersey
$1.63M -$2.83K -23 -0.2%
CCM
193
Condor Capital Management
New Jersey
$1.63M -$35.8K -291 -2%
M&T Bank
194
M&T Bank
New York
$1.62M +$130K +1,061 +9%
KL
195
KWMG LLC
Kansas
$1.62M +$342K +2,785 +27%
PCA
196
Personal Capital Advisors
California
$1.62M +$1.62M +13,266 New
SS
197
Simplicity Solutions
Minnesota
$1.6M +$1.6M +13,052 New
BCIM
198
Bishop & Co Investment Management
Pennsylvania
$1.59M +$215K +1,754 +16%
CG
199
Colony Group
Massachusetts
$1.58M +$346K +2,812 +28%
QCG
200
Quadrant Capital Group
Ohio
$1.57M +$1.01M +8,253 +182%
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