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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

390 hedge funds and large institutions have $3.44B invested in Vanguard Small-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 185 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
390
Holders Change
+14
Holders Change %
+3.72%
% of All Funds
10.42%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.75%
New
38
Increased
185
Reduced
105
Closed
17
Calls
$3.07M
Puts
$1.99M
Net Calls
+$1.07M
Net Calls Change
+$201K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$633M
2
Betterment LLC
2
Betterment LLC
New York
$198M
3
Bank of America
3
Bank of America
North Carolina
$500M
4
AIA
4
Arrow Investment Advisors
Maryland
$35.4M
5
QI
5
QS Investors
New York
$40.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$328K
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.8M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$29.4M
4
WBG
4
Wharton Business Group
Pennsylvania
$15.1M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GP
76
Girard Partners
Pennsylvania
$4.84M 43,704 +2,316 +6%
PFM
77
Phillips Financial Management
Indiana
$4.82M 44,554 -260 -0.6%
GT
78
Glenmede Trust
Pennsylvania
$4.58M 41,439 +4,383 +12%
JIC
79
JRM Investment Counsel
Nebraska
$4.58M 41,404 +7,251 +21%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$4.58M 41,385 -823 -2%
CWM
81
Cranbrook Wealth Management
Michigan
$4.55M 41,142 -4,350 -10%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$4.52M 40,838 -736 -2%
Millennium Management
83
Millennium Management
New York
$4.5M 40,677 +23,798 +141%
B
84
Bailard
California
$4.48M 40,516 +1,146 +3%
OFS
85
Orrstown Financial Services
Pennsylvania
$4.39M 39,683 -252 -0.6%
FM
86
Foster & Motley
Ohio
$4.37M 39,445 +18,714 +90%
FC
87
Forte Capital
New York
$4.26M 38,460 -3,490 -8%
SB
88
Simmons Bank
Arkansas
$4.23M 38,216 +411 +1%
HCMT
89
Highland Capital Management (Tennessee)
Tennessee
$4.15M 37,491 +3,234 +9%
Jane Street
90
Jane Street
New York
$4.08M 36,874 +29,663 +411%
SFM
91
Signet Financial Management
New Jersey
$4.08M 36,863 +2,008 +6%
AIS
92
American Investment Services
Massachusetts
$4.08M 36,835 -374 -1%
AIM
93
Allen Investment Management
New York
$4.03M 36,426 +36,426 New
FIG
94
FundX Investment Group
California
$4.02M 36,300 +870 +2%
FAAS
95
First Allied Advisory Services
California
$3.99M 36,047 +6,177 +21%
CC
96
Courier Capital
New York
$3.96M 35,823 – –
BFA
97
Bragg Financial Advisors
North Carolina
$3.88M 35,050 +2,630 +8%
SRSA
98
S.R. Schill & Associates
Washington
$3.86M 34,891 +34,891 New
WSTAM
99
Wilbanks Smith & Thomas Asset Management
Virginia
$3.83M 34,637 +1,927 +6%
Northern Trust
100
Northern Trust
Illinois
$3.82M 34,527 -900 -3%
2 3
4
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