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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

242 hedge funds and large institutions have $1.23B invested in Vanguard Small-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 109 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.49%
New
26
Increased
109
Reduced
62
Closed
18
Calls
$10.7M
Puts
$3.64M
Net Calls
+$7.02M
Net Calls Change
+$12.1M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$66.1M
2
TCM
2
TD Capital Management
Tennessee
$11.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.5M
4
MAA
4
Managed Account Advisors
New Jersey
$14.2M
5
TYCC
5
Texas Yale Capital Corp
Florida
$11M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$22.3M
2
AIA
2
Arrow Investment Advisors
Maryland
$22.3M
3
Bank of America
3
Bank of America
North Carolina
$166M
4
PP
4
Pension Partners
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$2.38M +$230K +2,290 +11%
Citigroup
77
Citigroup
New York
$2.35M +$589K +5,848 +33%
FHA
78
First Horizon Advisors
Tennessee
$2.35M -$2.01K -20 -0.1%
BTS
79
BB&T Securities
Virginia
$2.29M +$2.29M +2,271 New
AIG
80
American International Group
New York
$2.17M +$1.19M +11,792 +121%
AP
81
Advisors Preferred
Maryland
$2.13M +$72.7K +722 +4%
Creative Planning
82
Creative Planning
Kansas
$2.11M +$24.6K +244 +1%
CDH
83
Charles D. Hyman
$2.04M +$40.3K +400 +2%
CT
84
Coastline Trust
Rhode Island
$1.92M +$17.6K +175 +0.9%
KFS
85
KMS Financial Services
Washington
$1.92M -$2.52K -25 -0.1%
TAIM
86
TD Ameritrade Investment Management
Nebraska
$1.9M -$49K -487 -3%
FAAS
87
First Allied Advisory Services
California
$1.89M +$295K +2,925 +18%
CA
88
Cetera Advisors
Colorado
$1.88M -$46.8K -462 -2%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$1.81M -$9.9M -98,365 -85%
MWM
90
Merriman Wealth Management
Washington
$1.75M -$5.33M -53,677 -75%
PI
91
Placemark Investments
Illinois
$1.75M +$1.07M +10,618 +156%
PFS
92
Prospera Financial Services
Texas
$1.7M -$110K -1,090 -6%
MJRIC
93
Mogy Joel R Investment Counsel
California
$1.66M -$40.3K -400 -2%
BC
94
Burney Company
Virginia
$1.65M +$52.1K +518 +3%
GA
95
GFS Advisors
Texas
$1.63M +$176K +1,746 +12%
SEIA
96
Signature Estate & Investment Advisors
California
$1.55M +$69.8K +694 +5%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.5M +$691K +6,868 +86%
DSC
98
Duncker Streett & Co
Missouri
$1.44M +$4.13K +41 +0.3%
FM
99
Foster & Motley
Ohio
$1.33M +$90.3K +897 +7%
BBA
100
BLB&B Advisors
Pennsylvania
$1.32M -$57.4K -570 -4%
2 3
4
5 6