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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

242 hedge funds and large institutions have $1.23B invested in Vanguard Small-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 109 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.49%
New
26
Increased
109
Reduced
62
Closed
18
Calls
$10.7M
Puts
$3.64M
Net Calls
+$7.02M
Net Calls Change
+$12.1M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$66.1M
2
TCM
TD Capital Management
Tennessee
$11.8M
3
UCFA
United Capital Financial Advisors
Texas
$10.5M
4
MAA
Managed Account Advisors
New Jersey
$14.2M
5
TYCC
Texas Yale Capital Corp
Florida
$11M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$22.3M
2
AIA
Arrow Investment Advisors
Maryland
$22.3M
3
Bank of America
Bank of America
North Carolina
$166M
4
PP
Pension Partners
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
SVA Wealth Management
Wisconsin
$4.03M -$16.4K -163 -0.4%
CC
52
Courier Capital
New York
$3.82M – – –
AWM
53
Avior Wealth Management
Nebraska
$3.8M -$140K -1,388 -4%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$3.76M +$34.5K +343 +0.9%
CS
55
Credit Suisse
Switzerland
$3.64M +$464K +4,613 +15%
MA
56
MCF Advisors
Kentucky
$3.33M +$28.9K +287 +0.9%
OFS
57
Orrstown Financial Services
Pennsylvania
$3.28M +$53K +527 +2%
Truist Financial
58
Truist Financial
North Carolina
$3.27M +$265K +2,635 +9%
CAL
59
Capital Analysts LLC
Pennsylvania
$3.26M +$69K +686 +2%
CAN
60
Cetera Advisor Networks
California
$3.19M +$194K +1,925 +6%
Northern Trust
61
Northern Trust
Illinois
$3.16M -$84.2K -837 -3%
CNB
62
City National Bank
California
$3.11M +$931K +9,251 +43%
AIS
63
American Investment Services
Massachusetts
$2.92M -$95.4K -948 -3%
IA
64
Ibbotson Associates
Illinois
$2.86M +$660K +6,556 +30%
CCM
65
Condor Capital Management
New Jersey
$2.85M +$63.1K +627 +2%
DY
66
Dowling & Yahnke
California
$2.76M -$82.6K -821 -3%
NFA
67
Nationwide Fund Advisors
Ohio
$2.74M +$302K +3,000 +12%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$2.74M +$252K +2,502 +10%
SFT
69
Simmons First Trust
Arkansas
$2.7M -$296K -2,942 -10%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$2.68M +$470K +4,675 +21%
LFG
71
LifePlan Financial Group
Ohio
$2.64M +$132K +1,314 +5%
WT
72
Whittier Trust
California
$2.57M -$99.8K -992 -4%
B
73
Baird
Wisconsin
$2.55M +$86.1K +855 +3%
WIC
74
Whitegate Investment Counselors
New Hampshire
$2.52M +$2.52M +24,696 New
MFS
75
MSI Financial Services
Massachusetts
$2.5M +$51.9K +516 +2%
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3
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