VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

252 hedge funds and large institutions have $1.4B invested in Vanguard Small-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 82 reducing their positions, and 14 closing their positions.

Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
7.25%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.66%
New
26
Increased
98
Reduced
82
Closed
14
Calls
$15.3M
Puts
$2.82M
Net Calls
+$12.5M
Net Calls Change
+$5.49M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$195M
2
WBG
2
Wharton Business Group
Pennsylvania
$26.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$120M
4
DWA
4
Dorsey Wright & Associates
California
$33.9M
5
AIA
5
Arrow Investment Advisors
Maryland
$33.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.72M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$304K
3
MA
3
MCF Advisors
Kentucky
$0
4
BEC
4
Blue Edge Capital
Virginia
$3.93M
5
TCM
5
Twin Capital Management
Pennsylvania
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$4.65M +$270K +2,564 +6%
CNB
52
City National Bank
California
$4.48M +$1.22M +11,518 +37%
MFS
53
MSI Financial Services
Massachusetts
$4.28M +$1.66M +15,775 +64%
CWM
54
Cranbrook Wealth Management
Michigan
$4.2M -$53.6K -508 -1%
SWM
55
SVA Wealth Management
Wisconsin
$4.2M -$25.7K -244 -0.6%
CS
56
Credit Suisse
Switzerland
$4.04M +$229K +2,168 +6%
BEC
57
Blue Edge Capital
Virginia
$3.93M -$3.11M -29,466 -44%
AWM
58
Avior Wealth Management
Nebraska
$3.89M -$90.6K -859 -2%
TCM
59
Twin Capital Management
Pennsylvania
$3.75M -$2.98M -28,230 -44%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$3.75M +$945K +8,953 +34%
CC
61
Courier Capital
New York
$3.71M -$288K -2,732 -7%
Truist Financial
62
Truist Financial
North Carolina
$3.67M +$243K +2,302 +7%
AIS
63
American Investment Services
Massachusetts
$3.54M +$480K +4,553 +16%
IA
64
Ibbotson Associates
Illinois
$3.5M +$495K +4,694 +17%
OFS
65
Orrstown Financial Services
Pennsylvania
$3.42M -$21.2K -201 -0.6%
CAL
66
Capital Analysts LLC
Pennsylvania
$3.35M -$70.2K -665 -2%
CCM
67
Condor Capital Management
New Jersey
$3.28M +$289K +2,740 +10%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$3.07M +$200K +1,895 +7%
DY
69
Dowling & Yahnke
California
$2.88M -$10K -95 -0.3%
LFG
70
LifePlan Financial Group
Ohio
$2.86M +$85.4K +810 +3%
SFT
71
Simmons First Trust
Arkansas
$2.82M -$11.2K -106 -0.4%
Northern Trust
72
Northern Trust
Illinois
$2.74M -$571K -5,413 -17%
BTS
73
BB&T Securities
Virginia
$2.7M +$303K +287 +13%
NFA
74
Nationwide Fund Advisors
Ohio
$2.67M -$200K -1,900 -7%
WT
75
Whittier Trust
California
$2.65M -$42.2K -400 -2%
1 2
3
4 5