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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 %
BDF
351
Balasa Dinverno & Foltz
$235K +$5.08K +42 +2%
MCM
352
MAI Capital Management
Ohio
$234K +$7.14K +59 +3%
Wolverine Trading
353
Wolverine Trading
Illinois
$234K +$234K +1,937 New
RFC
354
Regions Financial Corp
Alabama
$233K – – –
DE
355
Day & Ennis
Georgia
$231K +$231K +1,911 New
AT
356
Arden Trust
Delaware
$228K -$35.4K -292 -13%
AAM
357
Aureus Asset Management
Massachusetts
$224K +$224K +1,850 New
S
358
SignatureFD
Georgia
$220K +$29.8K +247 +16%
PFA
359
Paradigm Financial Advisors
Missouri
$217K +$217K +1,796 New
JFGLC
360
Johnson Financial Group LLC (Colorado)
Colorado
$217K +$217K +1,797 New
DAS
361
Dynamic Advisor Solutions
Arizona
$208K +$208K +1,723 New
HWP
362
Hefty Wealth Partners
Indiana
$206K -$7.96K -66 -4%
SYBT
363
Stock Yards Bank & Trust
Kentucky
$206K +$206K +1,700 New
WB
364
WesBanco Bank
West Virginia
$204K +$204K +1,687 New
EA
365
Elm Advisors
California
$203K +$203K +1,680 New
RWA
366
RGT Wealth Advisors
Texas
$203K +$203K +1,684 New
TI
367
Truepoint Inc
Ohio
$202K -$49.4K -406 -20%
VCM
368
Versant Capital Management
Arizona
$197K -$83K -688 -30%
WTC
369
WhitTier Trust Company
Nevada
$193K +$60.5K +500 +46%
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$192K -$26.4K -218 -12%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$188K -$7.99K -66 -4%
OC
372
Oakworth Capital
Alabama
$179K – – –
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$173K +1,429 New
PG
374
Patten Group
Tennessee
$167K +$143K +1,166 +604%
VC
375
Vestor Capital
Illinois
$164K -$9.68K -80 -6%
13 14
15
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