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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 %
CAL
376
Capital Advisors Ltd
Ohio
$146K – – –
BlackRock
377
BlackRock
New York
$141K -$3.16K -26 -2%
PA
378
Parallel Advisors
California
$130K +$130K +1,072 New
IFA
379
Interactive Financial Advisors
Illinois
$125K -$10.8K -89 -8%
CC
380
Cassaday & Co
Virginia
$124K +$20.9K +172 +20%
CLOS
381
Compagnie Lombard Odier SCmA
Switzerland
$111K – – –
JGIA
382
Jackson Grant Investment Advisers
Connecticut
$111K – – –
LYV
383
Live Your Vision
Pennsylvania
$105K – – –
CB
384
Community Bank
New York
$103K – – –
PMFA
385
Plante Moran Financial Advisors
Michigan
$100K – – –
HNB
386
Huntington National Bank
Ohio
$92K -$84K – –
First Manhattan
387
First Manhattan
New York
$79K – – –
TF
388
Tompkins Financial
New York
$71K – – –
SBL
389
Sargent Bickham Lagudis
Colorado
$70K -$68.2K -566 -49%
BC
390
Bartlett & Co
Ohio
$60K – – –
ZB
391
Zions Bancorporation
Utah
$60K – – –
EWM
392
Evercore Wealth Management
New York
$56K – – –
PWM
393
Perigon Wealth Management
California
$55K +$52.8K +423 +2,350%
CG
394
Cutler Group
California
$54K -$195K -1,636 -78%
BWA
395
Burt Wealth Advisors
Maryland
$54K – – –
TIM
396
Tortoise Investment Management
New York
$53K -$12.7K -105 -19%
VNA
397
Valley National Advisers
Pennsylvania
$50K – – –
PO
398
Private Ocean
California
$43K +$242 +2 +0.6%
CPA
399
Clear Perspective Advisors
Illinois
$43K +$43K +358 New
BTIS
400
BB&T Investment Services
North Carolina
$43K +$43K +360 New
14 15
16
17 18