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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

443 hedge funds and large institutions have $4.22B invested in Vanguard Small-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 18 closing their positions.

Holders
443
Holders Change
+53
Holders Change %
+13.59%
% of All Funds
11.09%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
1.05%
New
75
Increased
176
Reduced
132
Closed
18
Calls
$1.71M
Puts
$3.51M
Net Calls
-$1.8M
Net Calls Change
-$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
HI
2
Horizon Investments
North Carolina
$73.1M
3
MG
3
Mather Group
Illinois
$31.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
5
Betterment LLC
5
Betterment LLC
New York
$239M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$499M
2
QA
2
Quantitative Advantage
Minnesota
$1.55M
3
Bessemer Group
3
Bessemer Group
New Jersey
$987K
4
WBG
4
Wharton Business Group
Pennsylvania
$1.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Merriman Wealth Management
Washington
$6.26M 51,746 -2,899 -5%
CWM
77
Cornerstone Wealth Management
Missouri
$6.15M 50,443 +3,495 +7%
LPL Financial
78
LPL Financial
California
$6.1M 50,206 +595 +1%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$6.08M 50,228 +1,740 +4%
GC
80
Garde Capital
Washington
$6.05M 50,009 -5,682 -10%
AWM
81
Avior Wealth Management
Nebraska
$5.95M 49,194 +976 +2%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$5.89M 48,662 +1,251 +3%
NFG
83
Noven Financial Group
Colorado
$5.78M 47,761 +15,447 +48%
ICOA
84
Investment Centers of America
North Dakota
$5.68M 46,920 +16,709 +55%
B
85
Bailard
California
$5.63M 46,541 +6,025 +15%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$5.63M 46,512 +21,585 +87%
GT
87
Glenmede Trust
Pennsylvania
$5.55M 45,874 +4,435 +11%
RWM
88
Rezny Wealth Management
Florida
$5.49M 45,404 +45,404 New
PA
89
Probity Advisors
Texas
$5.48M 45,324 -2,358 -5%
FCI
90
Financial Counselors Inc
Kansas
$5.48M 45,264 +45,264 New
Truist Financial
91
Truist Financial
North Carolina
$5.46M 45,081 -170 -0.4%
GP
92
Girard Partners
Pennsylvania
$5.38M 44,487 +783 +2%
PFM
93
Phillips Financial Management
Indiana
$5.38M 43,840 -714 -2%
SPIA
94
Steward Partners Investment Advisory
New York
$5.31M 43,902 +43,902 New
FAAS
95
First Allied Advisory Services
California
$5.3M 43,769 +7,722 +21%
JIC
96
JRM Investment Counsel
Nebraska
$5.19M 42,919 +1,515 +4%
MCM
97
Manchester Capital Management
Vermont
$5.07M 41,865 -3,889 -8%
SFM
98
Signet Financial Management
New Jersey
$4.93M 40,706 +3,843 +10%
NFG
99
NewFocus Financial Group
Washington
$4.82M 39,835 -31,969 -45%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$4.81M 39,709 +2,218 +6%
2 3
4
5 6