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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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
SVA Wealth Management
Wisconsin
$3.91M +$3.91M +40,188 New
AWM
52
Avior Wealth Management
Nebraska
$3.81M +$3.81M +39,123 New
CC
53
Courier Capital
New York
$3.69M +$3.69M +37,939 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$3.6M +$99.4K +1,021 +3%
MA
55
MCF Advisors
Kentucky
$3.3M +$3.3M +32,793 +182,183%
Northern Trust
56
Northern Trust
Illinois
$3.14M -$15K -154 -0.5%
OFS
57
Orrstown Financial Services
Pennsylvania
$3.12M +$12.1K +124 +0.4%
CAL
58
Capital Analysts LLC
Pennsylvania
$3.09M -$36.3K -373 -1%
CS
59
Credit Suisse
Switzerland
$3.07M +$548K +5,626 +22%
AIS
60
American Investment Services
Massachusetts
$2.92M -$75.4K -774 -3%
Truist Financial
61
Truist Financial
North Carolina
$2.9M +$187K +1,921 +7%
SFT
62
Simmons First Trust
Arkansas
$2.9M -$867K -8,902 -23%
CAN
63
Cetera Advisor Networks
California
$2.89M +$804K +8,262 +39%
SI
64
Stephens Inc
Arkansas
$2.85M +$320K +3,285 +13%
CPO
65
Cerity Partners OCIO
New York
$2.76M +$30.6K +314 +1%
DY
66
Dowling & Yahnke
California
$2.75M -$71.1K -730 -3%
CCM
67
Condor Capital Management
New Jersey
$2.7M +$321K +3,295 +13%
BIT
68
BlackRock Institutional Trust
California
$2.69M +$2.27M +23,278 +541%
UAS
69
United Asset Strategies
New York
$2.61M -$481K -4,940 -16%
WT
70
Whittier Trust
California
$2.58M – – –
LFG
71
LifePlan Financial Group
Ohio
$2.43M +$97.6K +1,003 +4%
BWFA
72
Baltimore-Washington Financial Advisors
Maryland
$2.4M +$364K +3,735 +18%
B
73
Baird
Wisconsin
$2.39M +$280K +2,874 +13%
MFS
74
MSI Financial Services
Massachusetts
$2.37M +$231K +2,369 +11%
NFA
75
Nationwide Fund Advisors
Ohio
$2.36M +$506K +5,200 +27%
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3
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