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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

312 hedge funds and large institutions have $1.93B invested in Vanguard Small-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
8.41%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.81%
New
36
Increased
134
Reduced
83
Closed
17
Calls
$2.1M
Puts
$787K
Net Calls
+$1.32M
Net Calls Change
-$129K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$69.5M
2
IA
2
IndexIQ Advisors
New York
$22.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$111M
4
MAA
4
Managed Account Advisors
New Jersey
$94M
5
USAA
5
United Services Automobile Association
Texas
$41.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$156M
2
OC
2
Oppenheimer & Co
New York
$529K
3
Bank of America
3
Bank of America
North Carolina
$208M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
Ibbotson Associates
Illinois
$6.31M 58,541 +26,492 +83%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$6.3M 58,461 -5,449 -9%
GC
53
Garde Capital
Washington
$6.1M 56,560 -766 -1%
IWA
54
Inspirion Wealth Advisors
Illinois
$6.09M 56,509 +5,493 +11%
Ameriprise
55
Ameriprise
Minnesota
$6.01M 55,745 +12,121 +28%
BSW
56
Buckingham Strategic Wealth
Missouri
$5.97M 55,397 +375 +0.7%
NFG
57
NewFocus Financial Group
Washington
$5.61M 52,050 +1,573 +3%
FHA
58
First Horizon Advisors
Tennessee
$5.48M 50,810 +12,584 +33%
SC
59
Savant Capital
Illinois
$5.38M 49,887 +915 +2%
PFM
60
Phillips Financial Management
Indiana
$5.06M 46,877 -467 -1%
CS
61
Credit Suisse
Switzerland
$4.95M 45,917 +1,758 +4%
FCI
62
Financial Counselors Inc
Kansas
$4.48M 41,560 -1,400 -3%
CWM
63
Cranbrook Wealth Management
Michigan
$4.45M 41,315 +1,213 +3%
TH
64
Timber Hill
Connecticut
$4.4M 40,777 +40,777 New
AWM
65
Avior Wealth Management
Nebraska
$4.37M 40,545 +1,291 +3%
CAN
66
Cetera Advisor Networks
California
$4.29M 39,303 – –
SFM
67
Signet Financial Management
New Jersey
$4.28M 39,727 -3,139 -7%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.23M 39,253 +23,492 +149%
CT
69
Coastline Trust
Rhode Island
$4.21M 39,001 +1,165 +3%
Truist Financial
70
Truist Financial
North Carolina
$4.2M 38,960 -2,580 -6%
GP
71
Girard Partners
Pennsylvania
$4.01M 37,148 +23,573 +174%
SWM
72
SVA Wealth Management
Wisconsin
$3.95M 36,599 -735 -2%
AIG
73
American International Group
New York
$3.92M 36,388 -5,429 -13%
OFS
74
Orrstown Financial Services
Pennsylvania
$3.78M 35,085 +3,134 +10%
CNB
75
City National Bank
California
$3.72M 34,499 +1,690 +5%
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