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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

285 hedge funds and large institutions have $1.63B invested in Vanguard Small-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+34
Holders Change %
+13.55%
% of All Funds
7.61%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
57
Increased
120
Reduced
64
Closed
18
Calls
$1.91M
Puts
$19.8M
Net Calls
-$17.9M
Net Calls Change
-$19.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$163M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93M
3
Deutsche Bank
Deutsche Bank
Germany
$21.4M
4
MAA
Managed Account Advisors
New Jersey
$55.6M
5
NFG
Noven Financial Group
Colorado
$14.1M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.4M
2
TCM
Twin Capital Management
Pennsylvania
$0
3
NFA
Nationwide Fund Advisors
Ohio
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
226
Vestor Capital
Illinois
$210K +$210K +1,983 New
BWFM
227
Bridgewater Wealth & Financial Management
Maryland
$208K +$208K +1,966 New
JA
228
JOYN Advisors
Georgia
$203K +$203K +1,921 New
VNA
229
Valley National Advisers
Pennsylvania
$196K +$196K +2,015 New
AF
230
Allworth Financial
California
$191K +$191K +1,807 New
PAI
231
Pittenger & Anderson Inc
Nebraska
$179K +$151K +1,425 +538%
SFPM
232
Sensible Financial Planning & Management
Massachusetts
$154K -$74.4K -705 -33%
CAL
233
Capital Advisors Ltd
Ohio
$123K -$30.7K -291 -20%
WEC
234
Winslow Evans & Crocker
Massachusetts
$120K – – –
ST
235
Smithfield Trust
Pennsylvania
$117K – – –
FANJ
236
Financial Architects (New Jersey)
New Jersey
$115K +$211 +2 +0.2%
AllianceBernstein
237
AllianceBernstein
Tennessee
$114K +$46.5K +438 +69%
OC
238
Oakworth Capital
Alabama
$111K – – –
SSB
239
Sandy Spring Bank
Maryland
$107K -$31.7K -300 -23%
KCM
240
Karp Capital Management
California
$98K +$98K +925 New
AC
241
Alexandria Capital
Virginia
$91K -$13.6K -129 -13%
FWM
242
Focused Wealth Management
New York
$91K +$76.1K +717 +512%
JWA
243
JFS Wealth Advisors
Pennsylvania
$88K -$61.8K -584 -41%
PSI
244
Pinnacle Summer Investments
Virginia
$87K – – –
NSIM
245
North Star Investment Management
Illinois
$86K +$951 +9 +1%
FBT
246
Founders Bank & Trust
Michigan
$74K – – –
IFA
247
Interactive Financial Advisors
Illinois
$65K +$15.8K +149 +32%
Lazard Asset Management
248
Lazard Asset Management
New York
$64K – – –
RIA
249
Regal Investment Advisors
Michigan
$58K – – –
TIM
250
Tortoise Investment Management
New York
$57K -$78.7K -750 -58%
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