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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 %
EWA
201
Exencial Wealth Advisors
Oklahoma
$1.48M +$27.7K +225 +2%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$1.48M +$1.07M +8,716 +265%
JFA
203
Johanson Financial Advisors
California
$1.47M +$220K +1,786 +18%
EAM
204
Evanson Asset Management
California
$1.47M +$6.51K +53 +0.4%
AF
205
Allworth Financial
California
$1.46M +$919K +7,475 +170%
VFA
206
Voya Financial Advisors
Connecticut
$1.45M +$187K +1,521 +15%
QCG
207
Quadrant Capital Group
Ohio
$1.45M -$116K -947 -7%
WBG
208
Wharton Business Group
Pennsylvania
$1.43M +$7.38K +60 +0.5%
BJL
209
Brighton Jones LLC
Washington
$1.39M +$1.39M +11,322 New
FUBT
210
First United Bank & Trust
Maryland
$1.39M +$13.5K +110 +1%
NAMP
211
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.39M -$4.92K -40 -0.4%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$1.36M -$2.95K -24 -0.2%
PFP
213
Pinnacle Financial Partners
Tennessee
$1.35M +$860K +7,000 +175%
CIC
214
Cutler Investment Counsel
Oregon
$1.35M -$30.4K -247 -2%
LFAS
215
Level Four Advisory Services
Texas
$1.33M – – –
NDSI
216
Newman Dignan & Sheerar Inc
Rhode Island
$1.29M -$321K -2,610 -20%
HFS
217
HL Financial Services
Kentucky
$1.27M +$54.1K +440 +4%
IFWM
218
Institute for Wealth Management
Colorado
$1.26M +$1.26M +10,220 New
BP
219
Ballentine Partners
Massachusetts
$1.23M +$169K +1,342 +16%
V
220
Veritable
Delaware
$1.2M – – –
DC
221
Davenport & Co
Virginia
$1.19M +$80.4K +654 +7%
CAN
222
Cetera Advisor Networks
California
$1.18M -$27.6K -226 -2%
TH
223
Timber Hill
Connecticut
$1.17M -$1.24M -10,126 -51%
Fiera Capital (Canada)
224
Fiera Capital (Canada)
Quebec, Canada
$1.15M +$50.4K +410 +5%
RC
225
Roundview Capital
New Jersey
$1.15M -$18.4K -150 -2%
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9
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