VBR icon

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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$3.65M 32,914 +3,072 +10%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$3.58M 32,338 +4,684 +17%
NFG
103
Noven Financial Group
Colorado
$3.58M 32,314 +32,314 New
NFC
104
Northeast Financial Consultants
Connecticut
$3.46M 31,235 +630 +2%
BA
105
BKS Advisors
Michigan
$3.42M 30,917 +349 +1%
ICOA
106
Investment Centers of America
North Dakota
$3.35M 30,211 +1,574 +5%
PFA
107
Pure Financial Advisors
California
$3.33M 30,093 +1,913 +7%
LFG
108
LifePlan Financial Group
Ohio
$3.31M 29,939 +1,151 +4%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$3.23M 29,215 +1,841 +7%
SFG
110
Sage Financial Group
Pennsylvania
$3.16M 28,553 +144 +0.5%
WT
111
Whittier Trust
California
$3.08M 27,808 – –
IA
112
Independence Advisors
Pennsylvania
$3.07M 27,752 +730 +3%
IA
113
IFP Advisors
Florida
$3.06M 27,666 +489 +2%
SEIA
114
Signature Estate & Investment Advisors
California
$3.02M 27,293 -460 -2%
DY
115
Dowling & Yahnke
California
$2.98M 26,946 -330 -1%
MA
116
MUFG Americas
New York
$2.97M 26,824 +4,760 +22%
AWA
117
ARS Wealth Advisors
Florida
$2.97M 26,796 -175 -0.6%
YP
118
Yellowstone Partners
Idaho
$2.83M 25,576 +5,853 +30%
WIC
119
Whitegate Investment Counselors
New Hampshire
$2.79M 25,252 +78 +0.3%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$2.76M 24,927 +18,531 +290%
CL
121
Choreo LLC
Illinois
$2.69M 24,316 +8,284 +52%
HA
122
Hamel Associates
New Jersey
$2.66M 24,054 +3,582 +17%
CT
123
Coastline Trust
Rhode Island
$2.66M 24,030 +530 +2%
PMG
124
ProVise Management Group
Florida
$2.52M 22,797 +188 +0.8%
NFA
125
Nationwide Fund Advisors
Ohio
$2.48M 22,400 – –
3 4
5
6 7