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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

443 hedge funds and large institutions have $4.22B invested in Vanguard Small-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 18 closing their positions.

Holders
443
Holders Change
+53
Holders Change %
+13.59%
% of All Funds
11.09%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
1.05%
New
75
Increased
176
Reduced
132
Closed
18
Calls
$1.71M
Puts
$3.51M
Net Calls
-$1.8M
Net Calls Change
-$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
HI
2
Horizon Investments
North Carolina
$73.1M
3
MG
3
Mather Group
Illinois
$31.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
5
Betterment LLC
5
Betterment LLC
New York
$239M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$499M
2
QA
2
Quantitative Advantage
Minnesota
$1.55M
3
Bessemer Group
3
Bessemer Group
New Jersey
$987K
4
WBG
4
Wharton Business Group
Pennsylvania
$1.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
51
Lodestar Investment Counsel
Illinois
$12.8M -$259K -2,140 -2%
TYCC
52
Texas Yale Capital Corp
Florida
$12.1M +$338K +2,797 +3%
PFA
53
Pinnacle Family Advisors
Missouri
$11.7M +$11.7M +96,990 New
RJA
54
Raymond James & Associates
Florida
$11.3M +$186K +1,540 +2%
QIM
55
Quest Investment Management
Oregon
$10.5M – – –
BSW
56
Buckingham Strategic Wealth
Missouri
$10M -$118K -974 -1%
AG
57
Advisor Group
Arizona
$9.59M +$844K +6,978 +10%
MFS
58
MSI Financial Services
Massachusetts
$9.26M +$311K +2,569 +3%
FM
59
Foster & Motley
Ohio
$9.24M +$4.47M +36,935 +94%
IWA
60
Inspirion Wealth Advisors
Illinois
$8.83M +$363K +3,002 +4%
FHA
61
First Horizon Advisors
Tennessee
$8.74M – – –
BCM
62
Brookstone Capital Management
Illinois
$8.56M +$8.56M +70,718 New
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$8.52M +$4.33M +35,801 +103%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$7.95M +$158K +1,306 +2%
IFS
65
Ifrah Financial Services
Arkansas
$7.84M -$461K -3,808 -6%
SB
66
Suntrust Banks
Georgia
$7.78M +$718K +5,937 +10%
AMG
67
Asset Management Group
Connecticut
$7.66M +$1.51M +12,448 +24%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$7.56M -$37.6K -311 -0.5%
NWM
69
Northwest Wealth Management
Iowa
$7.29M +$7.29M +60,210 New
SC
70
Savant Capital
Illinois
$7.02M -$106K -876 -1%
Mariner
71
Mariner
Kansas
$6.98M -$520K -4,294 -7%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$6.9M +$1.96M +16,212 +40%
SFI
73
SPC Financial Inc
Maryland
$6.88M +$6.88M +56,890 New
FFS
74
Founders Financial Securities
Maryland
$6.57M +$6.57M +54,307 New
SFA
75
Sequoia Financial Advisors
Ohio
$6.44M +$5.97M +49,340 +1,263%
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