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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.

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
1
Morgan Stanley
New York
$373M
2
HI
2
Horizon Investments
North Carolina
$73.1M
3
MG
3
Mather Group
Illinois
$31.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
5
Betterment LLC
5
Betterment LLC
New York
$239M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$499M
2
QA
2
Quantitative Advantage
Minnesota
$1.55M
3
Bessemer Group
3
Bessemer Group
New Jersey
$987K
4
WBG
4
Wharton Business Group
Pennsylvania
$1.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$28.6M +$28.3M +233,468 +7,887%
FPIS
27
Financial Planning & Information Services
Wisconsin
$21.9M -$346K -2,860 -2%
SEI Investments
28
SEI Investments
Pennsylvania
$21.2M -$2.75M -22,761 -11%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$20.9M +$2.02M +16,744 +11%
WA
30
Wealth Architects
California
$19.4M -$366K -3,022 -2%
MWM
31
Modera Wealth Management
New Jersey
$19.3M -$1.12M -9,261 -5%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$19.1M +$676K +5,589 +4%
ZF
33
Zhang Financial
Michigan
$18.2M -$267K -2,203 -1%
SE
34
Summit Equities
New Jersey
$17.7M +$309K +2,557 +2%
AA
35
ALPS Advisors
Colorado
$16.7M +$2.05M +16,942 +14%
CPO
36
Cerity Partners OCIO
New York
$16.6M +$254K +2,099 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$16.5M +$825K +6,822 +5%
LNC
38
Lincoln National Corp
Pennsylvania
$16.3M -$469K -3,880 -3%
Creative Planning
39
Creative Planning
Kansas
$15.6M -$1.44M -11,901 -8%
IA
40
IndexIQ Advisors
New York
$15.4M +$15M +123,704 +3,211%
PAG
41
Private Advisor Group
New Jersey
$15.2M +$3.66M +29,835 +32%
MMA
42
Miracle Mile Advisors
California
$14.1M +$870K +7,192 +7%
AIM
43
Allen Investment Management
New York
$13.8M +$9.41M +77,794 +214%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$13.7M +$3.06M +25,253 +29%
Goldman Sachs
45
Goldman Sachs
New York
$13.7M -$7.72M -63,823 -36%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$13.6M +$440K +3,640 +3%
Stifel Financial
47
Stifel Financial
Missouri
$13.4M +$1.62M +13,404 +14%
CCM
48
Carlson Capital Management
Minnesota
$13.4M +$304K +2,511 +2%
PSUF
49
People's United Financial
Connecticut
$13.2M +$13.1M +107,966 +10,401%
SP
50
Symmetry Partners
Connecticut
$13.1M +$13.1M +108,424 New
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