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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.

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
1
LPL Financial
California
$77.4M
2
TF
2
TIAA FSB
Florida
$59.1M
3
PCA
3
Personal Capital Advisors
California
$48.3M
4
Betterment LLC
4
Betterment LLC
New York
$332M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$28.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$529M
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
PFA
3
Pinnacle Family Advisors
Missouri
$0
4
3AM
4
3EDGE Asset Management
Florida
$44.1M
5
AA
5
ALPS Advisors
Colorado
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$904M 7,354,306 +147,941 +2%
Bank of America
2
Bank of America
North Carolina
$529M 4,302,644 -1,133,545 -21%
Betterment LLC
3
Betterment LLC
New York
$332M 2,697,804 +374,535 +16%
Morgan Stanley
4
Morgan Stanley
New York
$256M 2,079,706 -20,086 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$166M 1,346,734 +26,663 +2%
Wells Fargo
6
Wells Fargo
California
$139M 1,128,963 +13,443 +1%
UBS Group
7
UBS Group
Switzerland
$114M 923,924 +2,415 +0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$99.9M 813,032 -19,361 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$93M 757,066 +35,243 +5%
LPL Financial
10
LPL Financial
California
$77.4M 629,803 +579,994 +1,164%
AssetMark Inc
11
AssetMark Inc
California
$75.1M 611,294 -34,416 -5%
LC
12
Lourd Capital
California
$60.5M 492,040 +8,554 +2%
TF
13
TIAA FSB
Florida
$59.1M 480,928 +480,928 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$55.7M 453,008 +132,883 +42%
QI
15
QS Investors
New York
$52.2M 424,402 +5,865 +1%
PCA
16
Personal Capital Advisors
California
$48.3M 393,249 +379,983 +2,864%
UCFA
17
United Capital Financial Advisors
Texas
$48.1M 391,161 +13,867 +4%
3AM
18
3EDGE Asset Management
Florida
$44.1M 358,500 -118,800 -25%
Ameriprise
19
Ameriprise
Minnesota
$42.8M 348,436 +42,405 +14%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$42.1M 341,163 +83 +0%
MG
21
Mather Group
Illinois
$40.3M 327,615 +36,757 +13%
EA
22
Efficient Advisors
Ohio
$38M 309,119 -7,171 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$36.5M 296,652 -3,617 -1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$33.1M 269,592 +18,455 +7%
SEI Investments
25
SEI Investments
Pennsylvania
$29.1M 237,012 +35,690 +18%
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