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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 %
TF
251
Tompkins Financial
New York
$53K – – –
PMFA
252
Plante Moran Financial Advisors
Michigan
$53K – – –
MWP
253
MYCIO Wealth Partners
Pennsylvania
$47K +$738 +7 +2%
NHFG
254
New Harbor Financial Group
Massachusetts
$42K +$42K +400 New
BC
255
Bartlett & Co
Ohio
$42K +$42K +400 New
HI
256
Hudock Inc
Pennsylvania
$41K – – –
PSUF
257
People's United Financial
Connecticut
$40K – – –
PO
258
Private Ocean
California
$37K +$33.5K +318 +964%
RMAM
259
Raab & Moskowitz Asset Management
New Jersey
$37K +$37K +352 New
AWM
260
AllSquare Wealth Management
New York
$35K +$35K +335 New
JAM
261
JCIC Asset Management
Ontario, Canada
$30K – – –
LIA
262
LS Investment Advisors
Michigan
$30K +$15.6K +150 +109%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$25K – – –
Barclays
264
Barclays
United Kingdom
$24K -$186K -1,748 -89%
SMG
265
Spectrum Management Group
Indiana
$24K – – –
WTC
266
WhitTier Trust Company
Nevada
$24K – – –
Legal & General Group
267
Legal & General Group
United Kingdom
$22K – – –
HNB
268
Huntington National Bank
Ohio
$22K – – –
Canada Life
269
Canada Life
Manitoba, Canada
$21K – – –
CP
270
Corbenic Partners
Pennsylvania
$21K – – –
JFA
271
JNBA Financial Advisors
Minnesota
$21K – – –
CB
272
Community Bank
New York
$21K +$21K +200 New
BRWM
273
B. Riley Wealth Management
Tennessee
$12K +$99 +1 +0.8%
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K – – –
HR
275
Howe & Rusling
New York
$11K +$11K +100 New
9 10
11
12 13