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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 %
CWM
101
Cranbrook Wealth Management
Michigan
$4.75M 39,271 -1,871 -5%
BFA
102
Bragg Financial Advisors
North Carolina
$4.75M 39,212 +4,162 +12%
HighTower Advisors
103
HighTower Advisors
Illinois
$4.58M 37,887 +4,973 +15%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$4.48M 37,034 +4,696 +15%
CL
105
Choreo LLC
Illinois
$4.47M 36,948 +12,632 +52%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$4.47M 37,750 +8,535 +29%
NCMW
107
Northern Capital Management (Wisconsin)
Wisconsin
$4.46M 36,888 -7,377 -17%
KP
108
Keel Point
Alabama
$4.42M 36,533 +36,533 New
AIS
109
American Investment Services
Massachusetts
$4.41M 36,407 -428 -1%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$4.38M 36,180 -5,205 -13%
FC
111
Forte Capital
New York
$4.29M 35,448 -3,012 -8%
CC
112
Courier Capital
New York
$4.26M 35,167 -656 -2%
OFS
113
Orrstown Financial Services
Pennsylvania
$4.24M 35,766 -3,917 -10%
Northern Trust
114
Northern Trust
Illinois
$3.95M 32,600 -1,927 -6%
MA
115
MUFG Americas
New York
$3.93M 32,491 +5,667 +21%
SRSA
116
S.R. Schill & Associates
Washington
$3.9M 32,221 -2,670 -8%
SI
117
SII Investments
Wisconsin
$3.8M 31,493 +21,578 +218%
NFC
118
Northeast Financial Consultants
Connecticut
$3.77M 31,185 -50 -0.2%
MAS
119
Managed Account Services
Florida
$3.77M 31,159 +31,159 New
IA
120
IFP Advisors
Florida
$3.76M 31,103 +3,437 +12%
OBWP
121
O'Brien Wealth Partners
Massachusetts
$3.74M 30,918 +18,438 +148%
BA
122
BKS Advisors
Michigan
$3.73M 30,853 -64 -0.2%
IA
123
Independence Advisors
Pennsylvania
$3.66M 30,246 +2,494 +9%
PFA
124
Pure Financial Advisors
California
$3.65M 30,195 +102 +0.3%
LFG
125
LifePlan Financial Group
Ohio
$3.59M 29,652 -287 -1%
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5
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