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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Vanguard Small-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
311
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
8.69%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.75%
New
35
Increased
130
Reduced
91
Closed
34
Calls
$242K
Puts
$2.97M
Net Calls
-$2.73M
Net Calls Change
-$4.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$281M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$161M
4
QI
4
QS Investors
New York
$20.1M
5
Creative Planning
5
Creative Planning
Kansas
$28.1M

Top Sellers

1
TCM
1
TD Capital Management
Tennessee
$2.3M
2
IA
2
IndexIQ Advisors
New York
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
TH
4
Timber Hill
Connecticut
$341K
5
CAN
5
Cetera Advisor Networks
California
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
FC
51
Forte Capital
New York
$5.84M 60,264 -485 -0.8%
Ameriprise
52
Ameriprise
Minnesota
$5.78M 59,729 +3,984 +7%
IWA
53
Inspirion Wealth Advisors
Illinois
$5.74M 59,268 +2,759 +5%
SC
54
Savant Capital
Illinois
$5.71M 59,003 +9,116 +18%
CS
55
Credit Suisse
Switzerland
$5.57M 57,489 +11,572 +25%
GC
56
Garde Capital
Washington
$5.39M 55,691 -869 -2%
BSW
57
Buckingham Strategic Wealth
Missouri
$5.31M 54,868 -529 -1%
FHA
58
First Horizon Advisors
Tennessee
$5.26M 54,289 +3,479 +7%
MFS
59
MSI Financial Services
Massachusetts
$5.22M 53,864 -12,715 -19%
PFM
60
Phillips Financial Management
Indiana
$4.69M 46,751 -126 -0.3%
GF
61
Gerstein Fisher
New York
$4.53M 46,774 +36,908 +374%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.43M 45,737 +26,604 +139%
FCI
63
Financial Counselors Inc
Kansas
$4.39M 45,340 +3,780 +9%
CWM
64
Cranbrook Wealth Management
Michigan
$4.28M 44,221 +2,906 +7%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.21M 43,478 -14,983 -26%
AWM
66
Avior Wealth Management
Nebraska
$4.19M 43,233 +2,688 +7%
Jane Street
67
Jane Street
New York
$4.17M 43,044 +34,026 +377%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.09M 42,199 +2,946 +8%
GP
69
Girard Partners
Pennsylvania
$3.99M 41,205 +4,057 +11%
CT
70
Coastline Trust
Rhode Island
$3.94M 40,716 +1,715 +4%
NFC
71
Northeast Financial Consultants
Connecticut
$3.94M 40,635 +27,600 +212%
OFS
72
Orrstown Financial Services
Pennsylvania
$3.87M 40,000 +4,915 +14%
Stifel Financial
73
Stifel Financial
Missouri
$3.83M 39,544 +12,088 +44%
AMG
74
Asset Management Group
Connecticut
$3.79M 39,115 +17,583 +82%
Truist Financial
75
Truist Financial
North Carolina
$3.77M 38,960 – –
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