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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 %
GEA
401
Glen Eagle Advisors
New Jersey
$42.7K +$42.7K +353 New
TDC
402
Thompson Davis & Co
Virginia
$42K -$41.4K -345 -50%
KF
403
Krilogy Financial
Missouri
$41K -$2.89K -24 -7%
ClearBridge Investments
404
ClearBridge Investments
New York
$40K – – –
CP
405
Corbenic Partners
Pennsylvania
$40K +$15.3K +125 +62%
SSB
406
Sandy Spring Bank
Maryland
$39K -$9.15K -76 -19%
CFN
407
Cordasco Financial Network
Florida
$36K -$216K -1,772 -86%
HI
408
Hudock Inc
Pennsylvania
$36K -$1.78K -15 -5%
PCP
409
Proficio Capital Partners
Massachusetts
$36K +$36K +300 New
MWM
410
MinichMacGregor Wealth Management
New York
$33K – – –
GRP
411
Global Retirement Partners
California
$31K +$31K +254 New
BC
412
Barnett & Company
Tennessee
$27K – – –
VIA
413
Vantage Investment Advisors
Pennsylvania
$25K +$5.17K +42 +26%
BIG
414
Bellwether Investment Group
Tennessee
$24K +$24K +200 New
Legal & General Group
415
Legal & General Group
United Kingdom
$23K – – –
SIAP
416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K +$22K +182 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$21K -$71.8K -605 -77%
PCA
418
Peddock Capital Advisors
Massachusetts
$19K – – –
HDIM
419
Hanson & Doremus Investment Management
Vermont
$18.2K – – –
AAP
420
Arax Advisory Partners
Colorado
$18K +$18K +146 New
FCB
421
First Command Bank
Texas
$17K +$17K +140 New
FCFS
422
First Command Financial Services
Texas
$17K +$17K +140 New
TCM
423
Tradewinds Capital Management
Washington
$16K +$16K +136 New
TC
424
Trust Company
Kansas
$14K – – –
CFA
425
Carroll Financial Associates
North Carolina
$14K – – –
15 16
17
18 19