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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

443 hedge funds and large institutions have $4.22B invested in Vanguard Small-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+53
Holders Change %
+13.59%
% of All Funds
11.09%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
1.05%
New
75
Increased
176
Reduced
132
Closed
18
Calls
$1.71M
Puts
$3.51M
Net Calls
-$1.8M
Net Calls Change
-$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$373M
2
HI
Horizon Investments
North Carolina
$73.1M
3
MG
Mather Group
Illinois
$31.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
5
Betterment LLC
Betterment LLC
New York
$239M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$499M
2
QA
Quantitative Advantage
Minnesota
$1.55M
3
Bessemer Group
Bessemer Group
New Jersey
$987K
4
WBG
Wharton Business Group
Pennsylvania
$1.42M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
226
Argent Trust Co
Tennessee
$915K -$157K -1,298 -15%
FT
227
Fiduciary Trust
Massachusetts
$915K +$29.1K +241 +3%
CCP
228
Corient Capital Partners
California
$909K -$20.1K -166 -2%
GLRA
229
Gerald L. Ray & Associates
Texas
$909K +$968 +8 +0.1%
SQA
230
Simon Quick Advisors
New Jersey
$906K +$906K +7,491 New
ACM
231
Armbruster Capital Management
New York
$904K -$2.42K -20 -0.3%
FI
232
FormulaFolio Investments
Michigan
$901K +$9.56K +79 +1%
BP
233
Ballentine Partners
Massachusetts
$891K – – –
WI
234
WrapManager Inc
California
$880K +$25.8K +213 +3%
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$878K -$125K -1,031 -12%
VCAM
236
Van Cleef Asset Management
Ohio
$857K +$857K +7,085 New
SWP
237
Stratos Wealth Partners
Ohio
$848K +$505K +4,175 +147%
HPBT
238
High Point Bank & Trust
North Carolina
$847K – – –
BAAM
239
Baker Avenue Asset Management
California
$845K +$21.8K +180 +3%
CFD
240
Creative Financial Designs
Indiana
$844K +$844K +6,972 New
CF
241
Corrigan Financial
Rhode Island
$804K +$847 +7 +0.1%
SBSB
242
Sullivan, Bruyette, Speros & Blaney
Virginia
$800K +$605 +5 +0.1%
CAL
243
Capital Analysts LLC
Pennsylvania
$798K -$261K -2,153 -25%
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$795K +$795K +6,574 New
HCIA
245
Hochman Cole Investment Advisors
Illinois
$748K -$13.8K -114 -2%
TCM
246
Telos Capital Management
California
$742K +$4.24K +35 +0.6%
CCA
247
Checchi Capital Advisers
California
$730K +$1.7K +14 +0.2%
NL
248
NWAM LLC
Washington
$730K +$13.9K +115 +2%
AF
249
Alerus Financial
North Dakota
$726K -$53.7K -444 -7%
RC
250
RegentAtlantic Capital
New Jersey
$723K -$1.21K -10 -0.2%
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