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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 %
APSP
176
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.89M +$54.2K +424 +3%
TRCT
177
Tower Research Capital (TRC)
New York
$1.89M +$1.73M +13,533 +1,104%
ACM
178
Advisors Capital Management
New Jersey
$1.88M +$1.34M +10,456 +244%
William Blair & Company
179
William Blair & Company
Illinois
$1.88M -$217K -1,700 -10%
MFW
180
Mosaic Family Wealth
Missouri
$1.87M -$75.9K -594 -4%
JIP
181
Jaffetilchin Investment Partners
Florida
$1.87M +$1.87M +14,659 New
GIM
182
Goelzer Investment Management
Indiana
$1.86M +$40K +313 +2%
CA
183
Cetera Advisors
Colorado
$1.85M -$127K -997 -6%
SIA
184
Starfire Investment Advisers
Michigan
$1.83M +$81K +634 +5%
CS
185
Cannell & Spears
New York
$1.78M +$16K +125 +0.9%
KeyBank National Association
186
KeyBank National Association
Ohio
$1.77M +$88.7K +694 +5%
CPIG
187
Chicago Partners Investment Group
Illinois
$1.76M +$1.41M +11,006 +398%
ST
188
Smithfield Trust
Pennsylvania
$1.75M +$102K +798 +6%
JFA
189
Johanson Financial Advisors
California
$1.72M +$186K +1,454 +12%
LSA
190
L & S Advisors
California
$1.71M -$155K -1,210 -8%
CANC
191
Culbertson A N & Co
Virginia
$1.68M +$12.8K +100 +0.8%
CCM
192
Condor Capital Management
New Jersey
$1.67M -$30.3K -237 -2%
M&T Bank
193
M&T Bank
New York
$1.66M -$11.2K -88 -0.7%
EAM
194
Evanson Asset Management
California
$1.66M +$131K +1,026 +9%
SWP
195
Stratos Wealth Partners
Ohio
$1.65M +$571K +4,464 +53%
VFA
196
Voya Financial Advisors
Connecticut
$1.63M +$115K +904 +8%
EWA
197
Exencial Wealth Advisors
Oklahoma
$1.61M +$77.3K +605 +5%
NDSI
198
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M +$268K +2,097 +20%
GC
199
Gilbert & Cook
Iowa
$1.59M -$35.3K -276 -2%
CCA
200
Clearwater Capital Advisors
Illinois
$1.55M +$666K +5,172 +75%
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