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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

336 hedge funds and large institutions have $2.26B invested in Vanguard Small-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 148 increasing their positions, 113 reducing their positions, and 29 closing their positions.

Holders
336
Holders Change
-6
Holders Change %
-1.75%
% of All Funds
8.97%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.61%
New
28
Increased
148
Reduced
113
Closed
29
Calls
$1.89M
Puts
$8.46M
Net Calls
-$6.57M
Net Calls Change
-$3.01M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93.9M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$47.1M
3
Betterment LLC
3
Betterment LLC
New York
$127M
4
Bank of America
4
Bank of America
North Carolina
$340M
5
TH
5
Timber Hill
Connecticut
$14.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$89.7M
2
MMA
2
Miracle Mile Advisors
California
$6.84M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.56M
4
Creative Planning
4
Creative Planning
Kansas
$16.9M
5
LC
5
Lourd Capital
California
$51.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$6.84M 67,135 -90,422 -57%
IWA
52
Inspirion Wealth Advisors
Illinois
$6.7M 65,802 +4,935 +8%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$6.53M 64,061 -1,102 -2%
MFS
54
MSI Financial Services
Massachusetts
$6.42M 63,028 -8,229 -12%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$6.24M 61,264 -1,825 -3%
AIG
56
American International Group
New York
$5.96M 58,473 +34,420 +143%
SC
57
Savant Capital
Illinois
$5.65M 55,501 -4,907 -8%
BSW
58
Buckingham Strategic Wealth
Missouri
$5.55M 54,491 +1,387 +3%
MWM
59
Merriman Wealth Management
Washington
$5.47M 53,730 -40,702 -43%
GC
60
Garde Capital
Washington
$5.33M 52,330 -1,119 -2%
MCM
61
Manchester Capital Management
Vermont
$5.26M 51,661 +2,544 +5%
Mariner
62
Mariner
Kansas
$5.24M 51,385 +4,911 +11%
CWM
63
Cranbrook Wealth Management
Michigan
$4.81M 47,201 +1,999 +4%
PFM
64
Phillips Financial Management
Indiana
$4.77M 46,755 +164 +0.4%
AWM
65
Avior Wealth Management
Nebraska
$4.74M 46,493 +2,445 +6%
FCI
66
Financial Counselors Inc
Kansas
$4.71M 46,228 +1,198 +3%
CWM
67
Cornerstone Wealth Management
Missouri
$4.67M 44,841 +44,841 New
AMG
68
Asset Management Group
Connecticut
$4.48M 43,947 -529 -1%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$4.42M 43,388 -5,810 -12%
FC
70
Forte Capital
New York
$4.41M 43,245 -18,594 -30%
OFS
71
Orrstown Financial Services
Pennsylvania
$4.33M 42,487 +2,053 +5%
Truist Financial
72
Truist Financial
North Carolina
$4.31M 42,259 +329 +0.8%
GP
73
Girard Partners
Pennsylvania
$4.22M 41,464 -667 -2%
GT
74
Glenmede Trust
Pennsylvania
$3.83M 37,616 -7,905 -17%
SB
75
Simmons Bank
Arkansas
$3.82M 37,465 +37,465 New
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3
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