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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

285 hedge funds and large institutions have $1.63B invested in Vanguard Small-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
285
Holders Change
+34
Holders Change %
+13.55%
% of All Funds
7.61%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
57
Increased
120
Reduced
64
Closed
18
Calls
$1.91M
Puts
$19.8M
Net Calls
-$17.9M
Net Calls Change
-$19.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$93M
3
Deutsche Bank
3
Deutsche Bank
Germany
$21.4M
4
MAA
4
Managed Account Advisors
New Jersey
$55.6M
5
NFG
5
Noven Financial Group
Colorado
$14.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$12.4M
2
TCM
2
Twin Capital Management
Pennsylvania
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.22M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$5.49M -$285K -2,693 -5%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$5.47M +$3.65M +34,483 +201%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$5.44M +$1.06M +10,068 +24%
MFS
54
MSI Financial Services
Massachusetts
$5.11M +$402K +3,805 +9%
PFM
55
Phillips Financial Management
Indiana
$5M -$120K -1,168 -2%
SC
56
Savant Capital
Illinois
$4.88M +$130K +1,228 +3%
CS
57
Credit Suisse
Switzerland
$4.6M +$419K +3,961 +10%
FCI
58
Financial Counselors Inc
Kansas
$4.41M +$274K +2,590 +7%
SFM
59
Signet Financial Management
New Jersey
$4.29M +$4.29M +40,598 New
AIG
60
American International Group
New York
$4.29M +$752K +7,105 +21%
CWM
61
Cranbrook Wealth Management
Michigan
$4.22M +$58.1K +549 +1%
IA
62
Ibbotson Associates
Illinois
$4.21M -$458K -4,330 -10%
SEI Investments
63
SEI Investments
Pennsylvania
$4.1M +$4.1M +38,712 New
Truist Financial
64
Truist Financial
North Carolina
$4.07M +$392K +3,710 +11%
AWM
65
Avior Wealth Management
Nebraska
$4.04M +$191K +1,805 +5%
SWM
66
SVA Wealth Management
Wisconsin
$3.99M -$71.6K -677 -2%
CC
67
Courier Capital
New York
$3.99M +$239K +2,260 +6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$3.94M +$541K +5,111 +16%
CCM
69
Condor Capital Management
New Jersey
$3.68M +$103K +976 +3%
CAN
70
Cetera Advisor Networks
California
$3.67M +$148K +1,399 +4%
CAL
71
Capital Analysts LLC
Pennsylvania
$3.55M +$40.9K +387 +1%
AIS
72
American Investment Services
Massachusetts
$3.54M -$19.6K -185 -0.5%
OFS
73
Orrstown Financial Services
Pennsylvania
$3.45M +$133K +1,262 +4%
SG Americas Securities
74
SG Americas Securities
New York
$3.44M +$310K +2,933 +10%
Jane Street
75
Jane Street
New York
$3.39M +$3.39M +32,085 New
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