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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

285 hedge funds and large institutions have $1.63B invested in Vanguard Small-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
285
Holders Change
+34
Holders Change %
+13.55%
% of All Funds
7.61%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
57
Increased
120
Reduced
64
Closed
18
Calls
$1.91M
Puts
$19.8M
Net Calls
-$17.9M
Net Calls Change
-$19.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$93M
3
Deutsche Bank
3
Deutsche Bank
Germany
$21.4M
4
MAA
4
Managed Account Advisors
New Jersey
$55.6M
5
NFG
5
Noven Financial Group
Colorado
$14.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$12.4M
2
TCM
2
Twin Capital Management
Pennsylvania
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.22M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$13.3M +$1.48M +13,974 +12%
Creative Planning
27
Creative Planning
Kansas
$13.3M +$5.96M +56,314 +81%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$12.4M -$19.2M -181,354 -61%
SE
29
Summit Equities
New Jersey
$12.1M +$760K +7,184 +7%
MMA
30
Miracle Mile Advisors
California
$12M +$1.01M +9,518 +9%
AWA
31
ARS Wealth Advisors
Florida
$11.7M +$1.2M +11,310 +11%
FPIS
32
Financial Planning & Information Services
Wisconsin
$10.9M +$396K +4,126 +4%
ZF
33
Zhang Financial
Michigan
$10.7M +$386K +3,654 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$10.1M +$792K +7,490 +8%
LNC
35
Lincoln National Corp
Pennsylvania
$9.94M +$761K +7,191 +8%
CCM
36
Carlson Capital Management
Minnesota
$9.43M +$658K +6,217 +7%
OC
37
Oppenheimer & Co
New York
$9.28M +$214K +2,023 +2%
QIM
38
Quest Investment Management
Oregon
$9.14M – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$8.88M -$54.7K -517 -0.6%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$8.79M +$123K +1,165 +1%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$8M +$2.84M +26,857 +55%
IFS
42
Ifrah Financial Services
Arkansas
$7.91M -$381K -3,605 -5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$7.22M -$2.51M -23,734 -26%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$6.51M -$204K -1,928 -3%
FC
45
Forte Capital
New York
$6.26M -$93.6K -885 -1%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$6.1M +$6.1M +57,641 New
CPO
47
Cerity Partners OCIO
New York
$6.03M +$476K +4,497 +9%
GC
48
Garde Capital
Washington
$6.01M -$25K -236 -0.4%
BSW
49
Buckingham Strategic Wealth
Missouri
$5.82M +$55.7K +527 +1%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$5.56M +$1.49M +14,130 +37%
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