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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

390 hedge funds and large institutions have $3.44B invested in Vanguard Small-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 185 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+14
Holders Change %
+3.72%
% of All Funds
10.42%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.75%
New
38
Increased
185
Reduced
105
Closed
17
Calls
$3.07M
Puts
$1.99M
Net Calls
+$1.07M
Net Calls Change
+$201K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$45.5M
2
Betterment LLC
Betterment LLC
New York
+$31.1M
3
Bank of America
Bank of America
North Carolina
+$29.4M
4
AIA
Arrow Investment Advisors
Maryland
+$19.1M
5
QI
QS Investors
New York
+$18M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$25.5M
2
Bessemer Group
Bessemer Group
New Jersey
-$21.7M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$10.4M
4
WBG
Wharton Business Group
Pennsylvania
-$6.61M
5
SS
Simplicity Solutions
Minnesota
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
276
The Family Firm
Maryland
$351K +$44.2K +399 +14%
GS
277
Girard Securities
California
$339K -$12.5K -113 -4%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$328K -$25.5M -229,745 -99%
PJSIMP
279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K -$5.53K -50 -2%
EWMCB
280
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K – – –
SWP
281
Stratos Wealth Partners
Ohio
$314K +$34.3K +310 +12%
NFG
282
Nations Financial Group
Iowa
$312K +$553 +5 +0.2%
RIA
283
Regal Investment Advisors
Michigan
$312K +$70K +634 +29%
Brown Advisory
284
Brown Advisory
Maryland
$303K – – –
RWA
285
Ropes Wealth Advisors
Massachusetts
$299K – – –
WS
286
Wedbush Securities
California
$295K +$295K +2,666 New
WFG
287
Wills Financial Group
Virginia
$292K +$2.68K +22 +0.9%
SC
288
SouthState Corp
Florida
$290K +$40.6K +367 +16%
NP
289
NorthRock Partners
Minnesota
$275K – – –
NAMP
290
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K – – –
GHAM
291
Gilman Hill Asset Management
Connecticut
$271K +$33.7K +305 +14%
LFA
292
Landmark Financial Advisors
Kentucky
$266K – – –
BWM
293
Braver Wealth Management
Massachusetts
$264K – – –
RMCM
294
Reynders McVeigh Capital Management
Massachusetts
$263K – – –
DPI
295
Diversified Portfolios Inc
Michigan
$259K +$665 +6 +0.3%
SBIA
296
Sheaff Brock Investment Advisors
Indiana
$259K +$47.6K +430 +23%
VCM
297
Versant Capital Management
Arizona
$256K -$28.6K -259 -10%
CBU
298
CIBC Bank USA
Illinois
$247K – – –
ISL
299
Ingalls & Snyder LLC
New York
$247K – – –
PTC
300
Private Trust Company
Ohio
$245K -$5.62K -51 -2%
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