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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

252 hedge funds and large institutions have $1.4B invested in Vanguard Small-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
7.25%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.66%
New
26
Increased
98
Reduced
82
Closed
14
Calls
$15.3M
Puts
$2.82M
Net Calls
+$12.5M
Net Calls Change
+$5.49M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$195M
2
WBG
Wharton Business Group
Pennsylvania
$26.8M
3
Morgan Stanley
Morgan Stanley
New York
$120M
4
DWA
Dorsey Wright & Associates
California
$33.9M
5
AIA
Arrow Investment Advisors
Maryland
$33.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.72M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$304K
3
MA
MCF Advisors
Kentucky
$0
4
BEC
Blue Edge Capital
Virginia
$3.93M
5
TCM
Twin Capital Management
Pennsylvania
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
226
People's United Financial
Connecticut
$40K -$21.2K -200 -35%
TDC
227
Thompson Davis & Co
Virginia
$37K – – –
JFA
228
JNBA Financial Advisors
Minnesota
$31K – – –
IFA
229
Interactive Financial Advisors
Illinois
$28K +$22.7K +217 +425%
PAI
230
Pittenger & Anderson Inc
Nebraska
$28K +$28K +265 New
MA
231
MUFG Americas
New York
$25K -$488K -4,680 -95%
WTC
232
WhitTier Trust Company
Nevada
$24K – – –
SMG
233
Spectrum Management Group
Indiana
$24K – – –
M&T Bank
234
M&T Bank
New York
$23K – – –
RIA
235
Regal Investment Advisors
Michigan
$23K – – –
GIA
236
Global Index Advisors
Georgia
$22K +$22K +207 New
CP
237
Corbenic Partners
Pennsylvania
$21K – – –
CFS
238
Community Financial System
New York
$21K – – –
Canada Life
239
Canada Life
Manitoba, Canada
$20K – – –
LIA
240
LS Investment Advisors
Michigan
$15K -$8.15K -75 -35%
BRWM
241
B. Riley Wealth Management
Tennessee
$12K – – –
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K – – –
FNBT
243
FineMark National Bank & Trust
Florida
$8K – – –
EWM
244
Evercore Wealth Management
New York
$7K – – –
W
245
Wealthfront
California
$6K +$6K +55 New
CFA
246
Carroll Financial Associates
North Carolina
$6K +$6K +55 New
BOK
247
Bank of Kentucky
Kentucky
$4K +$4K +42 New
PO
248
Private Ocean
California
$3K +$3K +33 New
IAS
249
INR Advisory Services
Pennsylvania
$2K – – –
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.06K – – –
7 8 9
10
11