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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

235 hedge funds and large institutions have $1.28B invested in Vanguard Small-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.58%
New
42
Increased
99
Reduced
56
Closed
9
Calls
$1.12M
Puts
$6.19M
Net Calls
-$5.07M
Net Calls Change
-$4.5M

Top Buyers

1
U
1
UBS
Switzerland
$59.5M
2
Bank of America
2
Bank of America
North Carolina
$177M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$107M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$73K
2
UCFA
2
United Capital Financial Advisors
Texas
$269K
3
Comerica Bank
3
Comerica Bank
Texas
$611K
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.17M
5
RJT
5
Raymond James Trust
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
First Horizon Advisors
Tennessee
$2.27M 23,342 -611 -3%
TRCT
77
Tower Research Capital (TRC)
New York
$2.17M 22,330 -16,748 -43%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$2.13M 21,906 +3,595 +20%
IA
79
Ibbotson Associates
Illinois
$2.13M 21,889 +8,341 +62%
CNB
80
City National Bank
California
$2.11M 21,674 +4,627 +27%
HCMT
81
Highland Capital Management (Tennessee)
Tennessee
$2.08M 21,390 +6,034 +39%
Creative Planning
82
Creative Planning
Kansas
$2.02M 20,726 +5,342 +35%
AP
83
Advisors Preferred
Maryland
$1.99M 20,471 +20,471 New
GF
84
Gerstein Fisher
New York
$1.97M 20,206 +10,820 +115%
CDH
85
Charles D. Hyman
$1.93M 19,850 +600 +3%
TAIM
86
TD Ameritrade Investment Management
Nebraska
$1.88M 19,336 -1,420 -7%
KFS
87
KMS Financial Services
Washington
$1.86M 19,053 +807 +4%
CA
88
Cetera Advisors
Colorado
$1.85M 19,032 +7 +0%
CT
89
Coastline Trust
Rhode Island
$1.84M 18,900 +1,100 +6%
PFS
90
Prospera Financial Services
Texas
$1.75M 18,007 +8,162 +83%
Citigroup
91
Citigroup
New York
$1.71M 17,521 +1,308 +8%
MJRIC
92
Mogy Joel R Investment Counsel
California
$1.64M 16,845 – –
BC
93
Burney Company
Virginia
$1.54M 15,853 -6,974 -31%
CWA
94
Constellation Wealth Advisors
New York
$1.54M 15,862 +12,138 +326%
FAAS
95
First Allied Advisory Services
California
$1.54M 15,848 +5,095 +47%
SEIA
96
Signature Estate & Investment Advisors
California
$1.43M 14,663 +2,263 +18%
GA
97
GFS Advisors
Texas
$1.41M 14,429 -1,244 -8%
DSC
98
Duncker Streett & Co
Missouri
$1.38M 14,215 +62 +0.4%
BBA
99
BLB&B Advisors
Pennsylvania
$1.33M 13,646 – –
FM
100
Foster & Motley
Ohio
$1.2M 12,349 -492 -4%
2 3
4
5 6