VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Vanguard Small-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
311
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
8.69%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.75%
New
35
Increased
130
Reduced
91
Closed
34
Calls
$242K
Puts
$2.97M
Net Calls
-$2.73M
Net Calls Change
-$4.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$281M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$161M
4
QI
4
QS Investors
New York
$20.1M
5
Creative Planning
5
Creative Planning
Kansas
$28.1M

Top Sellers

1
TCM
1
TD Capital Management
Tennessee
$2.3M
2
IA
2
IndexIQ Advisors
New York
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
TH
4
Timber Hill
Connecticut
$341K
5
CAN
5
Cetera Advisor Networks
California
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
76
Signet Financial Management
New Jersey
$3.69M 38,083 -1,644 -4%
SWM
77
SVA Wealth Management
Wisconsin
$3.52M 36,378 -221 -0.6%
SFG
78
Sage Financial Group
Pennsylvania
$3.51M 36,241 +9,102 +34%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$3.45M 35,653 +3,989 +13%
CC
80
Courier Capital
New York
$3.38M 34,880 +1,714 +5%
Northern Trust
81
Northern Trust
Illinois
$3.19M 32,954 +547 +2%
CNB
82
City National Bank
California
$3.17M 32,715 -1,784 -5%
AIS
83
American Investment Services
Massachusetts
$3.16M 32,669 -190 -0.6%
GT
84
Glenmede Trust
Pennsylvania
$3.12M 32,191 +17,795 +124%
NCMW
85
Northern Capital Management (Wisconsin)
Wisconsin
$3.01M 31,115 -1,315 -4%
BWFA
86
Baltimore-Washington Financial Advisors
Maryland
$2.96M 30,586 -800 -3%
PAG
87
Private Advisor Group
New Jersey
$2.89M 29,841 +4,576 +18%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.87M 29,643 +1,831 +7%
WT
89
Whittier Trust
California
$2.77M 28,612 -1,464 -5%
Citigroup
90
Citigroup
New York
$2.69M 27,725 -2,488 -8%
LFG
91
LifePlan Financial Group
Ohio
$2.68M 27,651 +873 +3%
CFN
92
Cordasco Financial Network
Florida
$2.68M 27,647 +3,084 +13%
SEIA
93
Signature Estate & Investment Advisors
California
$2.62M 27,005 +3,601 +15%
HCMT
94
Highland Capital Management (Tennessee)
Tennessee
$2.61M 26,956 +622 +2%
DY
95
Dowling & Yahnke
California
$2.54M 26,256 +90 +0.3%
SFT
96
Simmons First Trust
Arkansas
$2.54M 26,187 -306 -1%
B
97
Bailard
California
$2.4M 24,733 +14,953 +153%
AIG
98
American International Group
New York
$2.38M 24,555 -11,833 -33%
SB
99
Suntrust Banks
Georgia
$2.34M 24,217 +12,515 +107%
TCM
100
TD Capital Management
Tennessee
$2.3M 23,718 -266,782 -92%
2 3
4
5 6