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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

251 hedge funds and large institutions have $1.3B invested in Vanguard Small-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
251
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
7.29%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.58%
New
20
Increased
97
Reduced
76
Closed
19
Calls
$5.65M
Puts
$4.46M
Net Calls
+$1.19M
Net Calls Change
-$11.3M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$34.9M
2
Creative Planning
2
Creative Planning
Kansas
$6.91M
3
WBG
3
Wharton Business Group
Pennsylvania
$30.2M
4
TCT
4
TIAA CREF Trust
Missouri
$30.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.2M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
AIA
2
Arrow Investment Advisors
Maryland
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
76
Dowling & Yahnke
California
$2.69M -$34.9K -350 -1%
LFG
77
LifePlan Financial Group
Ohio
$2.67M -$26.9K -270 -1%
SFT
78
Simmons First Trust
Arkansas
$2.61M -$54.1K -542 -2%
Citigroup
79
Citigroup
New York
$2.6M +$113K +1,132 +5%
BTS
80
BB&T Securities
Virginia
$2.54M -$8.98K -9 -0.4%
WT
81
Whittier Trust
California
$2.5M – – –
B
82
Baird
Wisconsin
$2.4M -$82.4K -826 -3%
FHA
83
First Horizon Advisors
Tennessee
$2.23M -$13.3K -133 -0.6%
CDH
84
Charles D. Hyman
$2M -$24.9K -250 -1%
CWA
85
Convergent Wealth Advisors
Maryland
$1.97M -$2.89K -29 -0.1%
BC
86
Burney Company
Virginia
$1.97M +$31.4K +315 +2%
FAAS
87
First Allied Advisory Services
California
$1.9M -$7.31K -74 -0.4%
BEC
88
Blue Edge Capital
Virginia
$1.89M -$1.82M -18,243 -49%
KFS
89
KMS Financial Services
Washington
$1.88M +$698 +7 +0%
CA
90
Cetera Advisors
Colorado
$1.79M +$35.5K +358 +2%
PFS
91
Prospera Financial Services
Texas
$1.73M +$12.5K +125 +0.7%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.71M -$443K -4,446 -21%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$1.68M -$94.4K -946 -5%
MJRIC
94
Mogy Joel R Investment Counsel
California
$1.66M -$17.5K -175 -1%
GT
95
Glenmede Trust
Pennsylvania
$1.66M +$52.8K +530 +3%
GA
96
GFS Advisors
Texas
$1.61M -$13.8K -138 -0.8%
ATC
97
Argent Trust Company
Louisiana
$1.6M +$39.9K +400 +3%
SEIA
98
Signature Estate & Investment Advisors
California
$1.55M -$63.7K -639 -4%
DSC
99
Duncker Streett & Co
Missouri
$1.52M -$499 -5 -0%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.49M +$172K +1,729 +13%
2 3
4
5 6