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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.

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
1
Jones Financial Companies
Missouri
$885M
2
Bank of America
2
Bank of America
North Carolina
$668M
3
S
3
Schroders
United Kingdom
$154M
4
Betterment LLC
4
Betterment LLC
New York
$285M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$41.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$258M
2
HI
2
Horizon Investments
North Carolina
$25.1M
3
3AM
3
3EDGE Asset Management
Florida
$58.6M
4
IA
4
IndexIQ Advisors
New York
$0
5
USAA
5
United Services Automobile Association
Texas
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$885M 7,206,365 +1,523,674 +27%
Bank of America
2
Bank of America
North Carolina
$668M 5,436,189 +1,310,425 +32%
Betterment LLC
3
Betterment LLC
New York
$285M 2,323,269 +347,567 +18%
Morgan Stanley
4
Morgan Stanley
New York
$258M 2,099,792 -983,593 -32%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$162M 1,320,071 +116,297 +10%
S
6
Schroders
United Kingdom
$154M 1,256,510 +1,256,510 New
Wells Fargo
7
Wells Fargo
California
$137M 1,115,520 +101,864 +10%
UBS Group
8
UBS Group
Switzerland
$113M 921,509 +56,805 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$102M 832,393 -15,384 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$88.7M 721,823 +2,124 +0.3%
AssetMark Inc
11
AssetMark Inc
California
$79.3M 645,710 +176,515 +38%
LC
12
Lourd Capital
California
$59.4M 483,486 +5,880 +1%
3AM
13
3EDGE Asset Management
Florida
$58.6M 477,300 -221,500 -32%
TCT
14
TIAA CREF Trust
Missouri
$58.4M 475,232 +27,265 +6%
QI
15
QS Investors
New York
$51.4M 418,537 +62,113 +17%
UCFA
16
United Capital Financial Advisors
Texas
$46.4M 377,294 +13,873 +4%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$41.9M 341,080 +341,080 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$39.3M 320,125 +56,149 +21%
EA
19
Efficient Advisors
Ohio
$38.9M 316,290 -10,575 -3%
Ameriprise
20
Ameriprise
Minnesota
$37.5M 306,031 +49,991 +20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$36.9M 300,269 +20,109 +7%
MG
22
Mather Group
Illinois
$35.7M 290,858 +31,595 +12%
MIS
23
Morningstar Investment Services
Illinois
$32.1M 261,471 +11,433 +5%
AIA
24
Arrow Investment Advisors
Maryland
$32M 260,192 -44,674 -15%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$30.9M 251,137 +14,709 +6%
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