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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 %
GA
276
Geneva Advisors
Illinois
$544K -$4.84K -40 -0.9%
SCA
277
Stillwater Capital Advisors
Pennsylvania
$544K +$29.6K +245 +6%
IWM
278
Integrated Wealth Management
California
$538K +$38.4K +317 +8%
ABC
279
Associated Banc-Corp
Wisconsin
$536K -$33.9K -280 -6%
JIC
280
Johnson Investment Counsel
Ohio
$515K +$27.1K +224 +6%
IIC
281
Integrated Investment Consultants
Michigan
$508K – – –
SFG
282
StrategIQ Financial Group
Indiana
$501K +$121 +1 +0%
EA
283
Edge Advisors
Georgia
$501K +$501K +4,146 New
SWM
284
Stockman Wealth Management
Montana
$493K – – –
SCM
285
Southport Capital Management
Tennessee
$489K +$21.2K +175 +5%
GWM
286
Geneos Wealth Management
Colorado
$482K +$18.4K +152 +4%
BFPW
287
BOK Financial Private Wealth
Colorado
$480K -$13.8K -114 -3%
CB
288
Commerce Bank
Missouri
$477K +$72.6K +600 +18%
TNBTD
289
Trustmark National Bank Trust Department
Mississippi
$477K +$242K +2,000 +103%
RIA
290
Regal Investment Advisors
Michigan
$476K +$134K +1,106 +39%
MRC
291
Millburn Ridgefield Corp
New York
$469K +$469K +3,872 New
CCA
292
Clearwater Capital Advisors
Illinois
$467K +$21.6K +177 +5%
AA
293
Ancora Advisors
Ohio
$462K – – –
MHS
294
M Holdings Securities
Oregon
$444K +$14.3K +118 +3%
BAC
295
Boys Arnold & Co
North Carolina
$433K – – –
JFG
296
JMG Financial Group
Illinois
$432K -$79.7K -659 -16%
RWM
297
RKL Wealth Management
Pennsylvania
$431K +$431K +3,562 New
GS
298
Girard Securities
California
$427K +$56.3K +465 +15%
BFEC
299
Benjamin F. Edwards & Company
Missouri
$422K -$1.57K -13 -0.4%
BFG
300
Barber Financial Group
Kansas
$419K +$419K +3,460 New
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12
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