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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

295 hedge funds and large institutions have $1.85B invested in Vanguard Small-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 146 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
7.87%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.72%
New
31
Increased
146
Reduced
60
Closed
17
Calls
$2.04M
Puts
$591K
Net Calls
+$1.44M
Net Calls Change
+$19.4M

Top Buyers

1
USAA
1
United Services Automobile Association
Texas
$28.9M
2
MAA
2
Managed Account Advisors
New Jersey
$80.6M
3
Betterment LLC
3
Betterment LLC
New York
$45.8M
4
LIC
4
Lodestar Investment Counsel
Illinois
$16.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$182M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$478K
3
Jane Street
3
Jane Street
New York
$0
4
CCM
4
Condor Capital Management
New Jersey
$1.38M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CNB
76
City National Bank
California
$3.59M 32,809 +1,982 +6%
IA
77
Ibbotson Associates
Illinois
$3.51M 32,049 -7,775 -20%
OFS
78
Orrstown Financial Services
Pennsylvania
$3.5M 31,951 -646 -2%
BWFA
79
Baltimore-Washington Financial Advisors
Maryland
$3.44M 31,471 +1,098 +4%
NCMW
80
Northern Capital Management (Wisconsin)
Wisconsin
$3.43M 31,375 +29,190 +1,336%
Citigroup
81
Citigroup
New York
$3.42M 31,233 +1,069 +4%
Northern Trust
82
Northern Trust
Illinois
$3.37M 30,767 +1,441 +5%
WT
83
Whittier Trust
California
$3.1M 28,284 +3,193 +13%
MWM
84
Merriman Wealth Management
Washington
$3.09M 28,073 – –
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$3.07M 28,084 +2,792 +11%
BTS
86
BB&T Securities
Virginia
$2.97M 2,713 +74 +3%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$2.95M 26,915 -1,806 -6%
SFG
88
Sage Financial Group
Pennsylvania
$2.93M 26,733 -4,875 -15%
SFT
89
Simmons First Trust
Arkansas
$2.92M 26,711 +1,099 +4%
LFG
90
LifePlan Financial Group
Ohio
$2.87M 26,231 -332 -1%
DY
91
Dowling & Yahnke
California
$2.86M 26,166 -590 -2%
B
92
Baird
Wisconsin
$2.83M 25,852 +743 +3%
FAAS
93
First Allied Advisory Services
California
$2.66M 24,389 +4,327 +22%
SG Americas Securities
94
SG Americas Securities
New York
$2.63M 24,024 -8,455 -26%
Stifel Financial
95
Stifel Financial
Missouri
$2.59M 23,689 +5,027 +27%
PAG
96
Private Advisor Group
New Jersey
$2.56M 23,385 +891 +4%
CHP
97
Cable Hill Partners
Oregon
$2.55M 23,321 – –
SEIA
98
Signature Estate & Investment Advisors
California
$2.25M 20,540 +3,349 +19%
CFN
99
Cordasco Financial Network
Florida
$2.21M 20,235 +6,546 +48%
CDH
100
Charles D. Hyman
$2.14M 19,575 +200 +1%
2 3
4
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