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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

336 hedge funds and large institutions have $2.26B invested in Vanguard Small-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 148 increasing their positions, 113 reducing their positions, and 29 closing their positions.

Holders
336
Holders Change
-6
Holders Change %
-1.75%
% of All Funds
8.97%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.61%
New
28
Increased
148
Reduced
113
Closed
29
Calls
$1.89M
Puts
$8.46M
Net Calls
-$6.57M
Net Calls Change
-$3.01M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93.9M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$47.1M
3
Betterment LLC
3
Betterment LLC
New York
$127M
4
Bank of America
4
Bank of America
North Carolina
$340M
5
TH
5
Timber Hill
Connecticut
$14.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$89.7M
2
MMA
2
Miracle Mile Advisors
California
$6.84M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.56M
4
Creative Planning
4
Creative Planning
Kansas
$16.9M
5
LC
5
Lourd Capital
California
$51.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BB
351
Bell Bank
North Dakota
– – -2,077 Closed
AIA
352
Allegis Investment Advisors
Idaho
– – -719 Closed
Lazard Asset Management
353
Lazard Asset Management
New York
– – -610 Closed
CCS
354
Crosspoint Capital Strategies
California
– – -552 Closed
Fuller & Thaler Asset Management
355
Fuller & Thaler Asset Management
California
– – -284 Closed
MDCM
356
Morgan Dempsey Capital Management
Wisconsin
– – -260 Closed
CG
357
Cutler Group
California
– – -188 Closed
PFG
358
Piershale Financial Group
Illinois
– – -153 Closed
DBT
359
Dubuque Bank & Trust
Iowa
– – -130 Closed
KCPG
360
Kavar Capital Partners Group
Kansas
– – -100 Closed
Simplex Trading
361
Simplex Trading
Illinois
– – -88 Closed
SMG
362
Spectrum Management Group
Indiana
– – -80 Closed
ACS
363
Archford Capital Strategies
Illinois
– – -25 Closed
NMIS
364
Northwestern Mutual Investment Services
Wisconsin
– – -8 Closed
HFA
365
High Falls Advisors
New York
$0 2 – –
KM
366
Kalos Management
Georgia
– – – –
ACM
367
Argentus Capital Management
Texas
– – – –
Parallax Volatility Advisers
368
Parallax Volatility Advisers
California
$0 1 – –
11 12 13 14
15