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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

285 hedge funds and large institutions have $1.63B invested in Vanguard Small-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
285
Holders Change
+34
Holders Change %
+13.55%
% of All Funds
7.61%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
57
Increased
120
Reduced
64
Closed
18
Calls
$1.91M
Puts
$19.8M
Net Calls
-$17.9M
Net Calls Change
-$19.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$93M
3
Deutsche Bank
3
Deutsche Bank
Germany
$21.4M
4
MAA
4
Managed Account Advisors
New Jersey
$55.6M
5
NFG
5
Noven Financial Group
Colorado
$14.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$12.4M
2
TCM
2
Twin Capital Management
Pennsylvania
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.22M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$1.94M 18,353 +18,353 New
PFS
102
Prospera Financial Services
Texas
$1.89M 17,826 +521 +3%
GA
103
GFS Advisors
Texas
$1.85M 17,484 +1,325 +8%
ATC
104
Argent Trust Company
Louisiana
$1.83M 17,337 +1,300 +8%
SEIA
105
Signature Estate & Investment Advisors
California
$1.82M 17,191 +1,688 +11%
DSC
106
Duncker Streett & Co
Missouri
$1.8M 17,014 +1,791 +12%
GT
107
Glenmede Trust
Pennsylvania
$1.8M 17,021 +390 +2%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$1.8M 16,985 +195 +1%
MJRIC
109
Mogy Joel R Investment Counsel
California
$1.76M 16,620 -50 -0.3%
NPC
110
National Planning Corporation
California
$1.76M 17,041 +2,271 +15%
CG
111
Colony Group
Massachusetts
$1.75M 16,516 +10,737 +186%
PMG
112
ProVise Management Group
Florida
$1.64M 15,498 +3,758 +32%
BC
113
Burney Company
Virginia
$1.6M 15,161 -4,548 -23%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$1.55M 14,655 -286 -2%
FM
115
Foster & Motley
Ohio
$1.54M 14,547 +1,528 +12%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$1.51M 14,310 +14,310 New
CWA
117
Convergent Wealth Advisors
Maryland
$1.47M 13,854 -5,913 -30%
CFN
118
Cordasco Financial Network
Florida
$1.45M 13,689 +2,102 +18%
BEAM
119
Baker Ellis Asset Management
Washington
$1.42M 13,436 -20 -0.1%
PI
120
Placemark Investments
Illinois
$1.4M 13,206 +220 +2%
CA
121
Cetera Advisors
Colorado
$1.37M 12,999 -5,076 -28%
M&T Bank
122
M&T Bank
New York
$1.31M 12,342 +1,374 +13%
FIM
123
Freedom Investment Management
Connecticut
$1.3M 12,327 -172 -1%
GF
124
Gerstein Fisher
New York
$1.17M 11,096 -361 -3%
BFS
125
Bradley Foster & Sargent
Connecticut
$1.17M 11,057 +465 +4%
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5
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