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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
$633M
2
Betterment LLC
Betterment LLC
New York
$198M
3
Bank of America
Bank of America
North Carolina
$500M
4
AIA
Arrow Investment Advisors
Maryland
$35.4M
5
QI
QS Investors
New York
$40.1M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$328K
2
Bessemer Group
Bessemer Group
New Jersey
$21.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$29.4M
4
WBG
Wharton Business Group
Pennsylvania
$15.1M
5
SS
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFM
301
Bridgewater Wealth & Financial Management
Maryland
$245K +$331 +3 +0.1%
AG
302
Appleton Group
Wisconsin
$245K +$11.2K +101 +5%
SCA
303
Salient Capital Advisors
Texas
$243K +$243K +2,194 New
AT
304
Arden Trust
Delaware
$240K +$240K +2,174 New
FWP
305
FAS Wealth Partners
Kansas
$233K -$67K -606 -22%
KA
306
Kovack Advisors
Florida
$233K +$12.1K +109 +5%
CG
307
Cutler Group
California
$231K +$231K +2,090 New
TI
308
Truepoint Inc
Ohio
$229K +$554 +5 +0.2%
WEC
309
Winslow Evans & Crocker
Massachusetts
$228K +$77.4K +700 +51%
RG
310
Rathbones Group
United Kingdom
$221K +$221K +2,000 New
FANJ
311
Financial Architects (New Jersey)
New Jersey
$218K – – –
CFN
312
Cordasco Financial Network
Florida
$218K – – –
RBC
313
Ronald Blue & Co
Georgia
$217K -$17.8K -161 -8%
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$215K – – –
FHC
315
First Heartland Consultants
Missouri
$215K +$215K +1,940 New
RFC
316
Regions Financial Corp
Alabama
$213K – – –
BDF
317
Balasa Dinverno & Foltz
$210K -$12.8K -116 -6%
MCM
318
MAI Capital Management
Ohio
$207K +$207K +1,874 New
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$200K – – –
HWP
320
Hefty Wealth Partners
Indiana
$196K -$1.01M -9,155 -84%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$179K +$81.8K +740 +84%
JFA
322
JNBA Financial Advisors
Minnesota
$174K -$22.4K -203 -11%
S
323
SignatureFD
Georgia
$174K +$138K +1,252 +388%
OC
324
Oakworth Capital
Alabama
$167K +$51.1K +463 +44%
Simplex Trading
325
Simplex Trading
Illinois
$163K +$33.1K +300 +26%
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