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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

235 hedge funds and large institutions have $1.28B invested in Vanguard Small-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.58%
New
42
Increased
99
Reduced
56
Closed
9
Calls
$1.12M
Puts
$6.19M
Net Calls
-$5.07M
Net Calls Change
-$4.5M

Top Buyers

1
U
1
UBS
Switzerland
$59.5M
2
Bank of America
2
Bank of America
North Carolina
$177M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$107M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$73K
2
UCFA
2
United Capital Financial Advisors
Texas
$269K
3
Comerica Bank
3
Comerica Bank
Texas
$611K
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.17M
5
RJT
5
Raymond James Trust
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$9.4M 96,553 +9,165 +10%
ZF
27
Zhang Financial
Michigan
$9.19M 94,419 -163 -0.2%
CCM
28
Carlson Capital Management
Minnesota
$8.5M 87,295 -5,021 -5%
AWA
29
ARS Wealth Advisors
Florida
$8.16M 83,810 +83,810 New
OC
30
Oppenheimer & Co
New York
$8.06M 82,759 -1,699 -2%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$7.92M 81,357 -77 -0.1%
IFS
32
Ifrah Financial Services
Arkansas
$7.9M 81,169 -1,013 -1%
TYCC
33
Texas Yale Capital Corp
Florida
$7.85M 80,601 +1,895 +2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$7.79M 80,052 +27,109 +51%
MWM
35
Merriman Wealth Management
Washington
$6.95M 71,337 -509 -0.7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$6.84M 70,212 +11,580 +20%
HighTower Advisors
37
HighTower Advisors
Illinois
$6.66M 68,410 +7,302 +12%
PGFC
38
Peapack-Gladstone Financial Corp
New Jersey
$6.6M 67,765 -2,920 -4%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$6.29M 64,548 +45,296 +235%
BEC
40
Blue Edge Capital
Virginia
$6.17M 63,417 +63,417 New
TCM
41
Twin Capital Management
Pennsylvania
$6.07M 62,347 – –
LNC
42
Lincoln National Corp
Pennsylvania
$5.72M 58,689 +58,689 New
BSW
43
Buckingham Strategic Wealth
Missouri
$5.62M 57,662 -1,345 -2%
RJA
44
Raymond James & Associates
Florida
$5.52M 56,687 +13,103 +30%
WBG
45
Wharton Business Group
Pennsylvania
$5.52M 56,675 +20,905 +58%
PFM
46
Phillips Financial Management
Indiana
$5.07M 52,454 -258 -0.5%
FCI
47
Financial Counselors Inc
Kansas
$5.07M 52,036 +220 +0.4%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$4.31M 44,217 +11,250 +34%
SC
49
Savant Capital
Illinois
$4.08M 41,884 +2,006 +5%
CWM
50
Cranbrook Wealth Management
Michigan
$4M 41,093 +41,093 New
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