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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

390 hedge funds and large institutions have $3.44B invested in Vanguard Small-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 185 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
390
Holders Change
+14
Holders Change %
+3.72%
% of All Funds
10.42%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.75%
New
38
Increased
185
Reduced
105
Closed
17
Calls
$3.07M
Puts
$1.99M
Net Calls
+$1.07M
Net Calls Change
+$201K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$633M
2
Betterment LLC
2
Betterment LLC
New York
$198M
3
Bank of America
3
Bank of America
North Carolina
$500M
4
AIA
4
Arrow Investment Advisors
Maryland
$35.4M
5
QI
5
QS Investors
New York
$40.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$328K
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.8M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$29.4M
4
WBG
4
Wharton Business Group
Pennsylvania
$15.1M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPIS
26
Financial Planning & Information Services
Wisconsin
$20.4M +$1.02M +9,234 +5%
Goldman Sachs
27
Goldman Sachs
New York
$19.6M +$155K +1,399 +0.8%
MWM
28
Modera Wealth Management
New Jersey
$18.7M -$627K -5,666 -3%
WA
29
Wealth Architects
California
$18M -$1.88K -17 -0%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$17.3M -$932K -8,420 -5%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$16.9M +$186K +1,685 +1%
ZF
32
Zhang Financial
Michigan
$16.8M -$328K -2,960 -2%
SE
33
Summit Equities
New Jersey
$15.9M +$247K +2,228 +2%
Creative Planning
34
Creative Planning
Kansas
$15.6M -$471K -4,253 -3%
LNC
35
Lincoln National Corp
Pennsylvania
$15.3M +$755K +6,822 +5%
WBG
36
Wharton Business Group
Pennsylvania
$15.1M -$6.61M -59,745 -30%
CPO
37
Cerity Partners OCIO
New York
$15M +$397K +3,589 +3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$14.3M -$2.24M -20,259 -14%
AA
39
ALPS Advisors
Colorado
$13.4M +$5.72M +51,664 +75%
MMA
40
Miracle Mile Advisors
California
$12.1M +$3.27M +29,520 +37%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$12M +$717K +6,482 +6%
CCM
42
Carlson Capital Management
Minnesota
$12M +$30.5K +276 +0.3%
LIC
43
Lodestar Investment Counsel
Illinois
$11.9M -$1.58M -14,234 -12%
GF
44
Gerstein Fisher
New York
$11.9M -$189K -1,712 -2%
Stifel Financial
45
Stifel Financial
Missouri
$10.8M +$844K +7,622 +8%
TYCC
46
Texas Yale Capital Corp
Florida
$10.8M +$69.9K +632 +0.7%
PAG
47
Private Advisor Group
New Jersey
$10.3M +$4.66M +42,554 +83%
RJA
48
Raymond James & Associates
Florida
$10.2M +$1.08M +9,784 +12%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$9.72M +$463K +4,188 +5%
QIM
50
Quest Investment Management
Oregon
$9.57M – – –
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