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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 %
WP
301
WMS Partners
Maryland
$417K -$50.8K -420 -11%
RCA
302
Rowland Carmichael Advisors
Arizona
$407K +$407K +3,367 New
WEC
303
Winslow Evans & Crocker
Massachusetts
$400K +$151K +1,246 +60%
WFG
304
Wills Financial Group
Virginia
$389K +$79.9K +620 +26%
JC
305
Jentner Corp
Ohio
$389K +$389K +3,214 New
EWM
306
Empirical Wealth Management
Washington
$388K +$388K +3,209 New
PFP
307
Pinnacle Financial Partners
Tennessee
$379K +$379K +3,131 New
Brown Advisory
308
Brown Advisory
Maryland
$373K +$41.2K +340 +12%
WS
309
Wedbush Securities
California
$372K +$49.1K +405 +15%
TFF
310
The Family Firm
Maryland
$370K -$13.7K -113 -4%
ACP
311
Aveo Capital Partners
Colorado
$364K +$364K +3,005 New
PL
312
Plancorp LLC
Missouri
$361K +$361K +2,993 New
PJSIMP
313
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K -$4.24K -35 -1%
EWMCB
314
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$353K – – –
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$350K +$329K +2,720 +1,563%
BWM
316
Braver Wealth Management
Massachusetts
$349K +$60.5K +500 +21%
FHA
317
Flagship Harbor Advisors
Massachusetts
$347K +$347K +2,852 New
BRWA
318
B. Riley Wealth Advisors
Florida
$335K -$190K -1,568 -36%
RWA
319
Ropes Wealth Advisors
Massachusetts
$327K – – –
AG
320
Appleton Group
Wisconsin
$318K +$50.7K +419 +19%
SC
321
SouthState Corp
Florida
$317K – – –
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$315K +$32K +265 +11%
NSIM
323
North Star Investment Management
Illinois
$311K +$180K +1,489 +138%
AIA
324
Allegis Investment Advisors
Idaho
$302K +$302K +2,496 New
NP
325
NorthRock Partners
Minnesota
$301K – – –
11 12
13
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