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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

390 hedge funds and large institutions have $3.44B invested in Vanguard Small-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 185 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
390
Holders Change
+14
Holders Change %
+3.72%
% of All Funds
10.42%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.75%
New
38
Increased
185
Reduced
105
Closed
17
Calls
$3.07M
Puts
$1.99M
Net Calls
+$1.07M
Net Calls Change
+$201K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$633M
2
Betterment LLC
2
Betterment LLC
New York
$198M
3
Bank of America
3
Bank of America
North Carolina
$500M
4
AIA
4
Arrow Investment Advisors
Maryland
$35.4M
5
QI
5
QS Investors
New York
$40.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$328K
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.8M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$29.4M
4
WBG
4
Wharton Business Group
Pennsylvania
$15.1M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
51
Buckingham Strategic Wealth
Missouri
$9.28M 83,865 -185 -0.2%
ONB
52
Old National Bancorp
Indiana
$9M 81,289 +2,535 +3%
FHA
53
First Horizon Advisors
Tennessee
$8.74M 79,234 +1,380 +2%
MFS
54
MSI Financial Services
Massachusetts
$8.18M 73,954 +6,142 +9%
AG
55
Advisor Group
Arizona
$8M 72,289 -616 -0.8%
NFG
56
NewFocus Financial Group
Washington
$7.95M 71,804 +1,704 +2%
IWA
57
Inspirion Wealth Advisors
Illinois
$7.74M 69,940 +1,442 +2%
IFS
58
Ifrah Financial Services
Arkansas
$7.59M 68,575 -1,869 -3%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$7.13M 64,387 -48,615 -43%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$6.95M 62,810 +37 +0.1%
Mariner
61
Mariner
Kansas
$6.86M 62,019 +4,150 +7%
SC
62
Savant Capital
Illinois
$6.51M 58,859 +715 +1%
SB
63
Suntrust Banks
Georgia
$6.45M 58,328 +10,399 +22%
MWM
64
Merriman Wealth Management
Washington
$6.05M 54,645 +26,737 +96%
AMG
65
Asset Management Group
Connecticut
$5.63M 50,839 +3,910 +8%
LPL Financial
66
LPL Financial
California
$5.46M 49,611 +3,692 +8%
GC
67
Garde Capital
Washington
$5.39M 55,691 +4,273 +8%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$5.37M 48,488 -7,624 -14%
AWM
69
Avior Wealth Management
Nebraska
$5.34M 48,218 +204 +0.4%
PA
70
Probity Advisors
Texas
$5.28M 47,682 +2,512 +6%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$5.25M 47,411 +8,699 +22%
CWM
72
Cornerstone Wealth Management
Missouri
$5.14M 46,948 +46,948 New
MCM
73
Manchester Capital Management
Vermont
$5.06M 45,754 +1,490 +3%
Truist Financial
74
Truist Financial
North Carolina
$5.01M 45,251 +1,566 +4%
NCMW
75
Northern Capital Management (Wisconsin)
Wisconsin
$4.9M 44,265 +2,400 +6%
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