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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

204 hedge funds and large institutions have $1.01B invested in Vanguard Small-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
6.62%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.45%
New
23
Increased
88
Reduced
55
Closed
9
Calls
$1.53M
Puts
$2.09M
Net Calls
-$569K
Net Calls Change
-$787K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$18.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16M
3
LPL Financial
3
LPL Financial
California
$29.7M
4
TRCT
4
Tower Research Capital (TRC)
New York
$3.53M
5
OFS
5
Orrstown Financial Services
Pennsylvania
$2.88M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
MAA
2
Managed Account Advisors
New Jersey
$10.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M
4
Bank of America
4
Bank of America
North Carolina
$154M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
51
American Investment Services
Massachusetts
$2.77M -$177K -1,965 -6%
DY
52
Dowling & Yahnke
California
$2.62M -$178K -1,972 -6%
CPO
53
Cerity Partners OCIO
New York
$2.53M +$179K +1,988 +8%
Truist Financial
54
Truist Financial
North Carolina
$2.52M +$268K +2,969 +12%
WT
55
Whittier Trust
California
$2.39M -$308K -3,410 -11%
SI
56
Stephens Inc
Arkansas
$2.34M +$137K +1,514 +6%
CS
57
Credit Suisse
Switzerland
$2.34M +$310K +3,439 +15%
Comerica Bank
58
Comerica Bank
Texas
$2.29M +$2.29M +25,376 New
CCM
59
Condor Capital Management
New Jersey
$2.2M +$315K +3,491 +17%
LFG
60
LifePlan Financial Group
Ohio
$2.16M +$79.6K +882 +4%
FHA
61
First Horizon Advisors
Tennessee
$2.16M +$2.16M +23,953 New
BC
62
Burney Company
Virginia
$2.06M +$277K +3,072 +16%
MFS
63
MSI Financial Services
Massachusetts
$1.98M +$297K +3,292 +18%
B
64
Baird
Wisconsin
$1.95M -$300K -3,320 -13%
CAN
65
Cetera Advisor Networks
California
$1.94M +$303K +3,354 +19%
BWFA
66
Baltimore-Washington Financial Advisors
Maryland
$1.89M +$714K +7,910 +61%
TAIM
67
TD Ameritrade Investment Management
Nebraska
$1.87M +$62K +687 +3%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.74M -$2.15M -23,866 -55%
CDH
69
Charles D. Hyman
$1.74M +$81.2K +900 +5%
NFA
70
Nationwide Fund Advisors
Ohio
$1.72M +$1.72M +19,000 New
CA
71
Cetera Advisors
Colorado
$1.71M -$98.8K -1,098 -5%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$1.65M +$514K +5,697 +45%
KFS
73
KMS Financial Services
Washington
$1.65M +$5.87K +65 +0.4%
CT
74
Coastline Trust
Rhode Island
$1.61M +$92.5K +1,025 +6%
RJT
75
Raymond James Trust
Florida
$1.58M – – –
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