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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$499M
2
QA
Quantitative Advantage
Minnesota
$1.55M
3
Bessemer Group
Bessemer Group
New Jersey
$987K
4
WBG
Wharton Business Group
Pennsylvania
$1.42M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
126
Mirador Capital Partners
California
$3.48M +$1.57M +12,964 +82%
SFG
127
Sage Financial Group
Pennsylvania
$3.44M -$16.7K -138 -0.5%
DY
128
Dowling & Yahnke
California
$3.26M +$121 +1 +0%
Vanguard Group
129
Vanguard Group
Pennsylvania
$3.15M +$1.42M +11,717 +82%
WT
130
Whittier Trust
California
$3.09M -$273K -2,256 -8%
SB
131
Simmons Bank
Arkansas
$3.02M -$1.61M -13,296 -35%
EGA
132
E&G Advisors
Texas
$3.01M +$2.12M +17,490 +236%
AWA
133
ARS Wealth Advisors
Florida
$3M -$239K -1,972 -7%
CSIA
134
Charles Schwab Investment Advisory
California
$2.99M +$2.99M +24,683 New
FTS
135
Fifth Third Securities
Ohio
$2.93M +$472K +3,904 +19%
WIC
136
Whitegate Investment Counselors
New Hampshire
$2.93M -$129K -1,070 -4%
BEAM
137
Baker Ellis Asset Management
Washington
$2.92M +$313K +2,585 +12%
HA
138
Hamel Associates
New Jersey
$2.9M -$10K -83 -0.3%
CT
139
Coastline Trust
Rhode Island
$2.89M -$14.5K -120 -0.5%
SEIA
140
Signature Estate & Investment Advisors
California
$2.85M -$453K -3,742 -14%
PMG
141
ProVise Management Group
Florida
$2.76M +$2.78K +23 +0.1%
NFA
142
Nationwide Fund Advisors
Ohio
$2.71M – – –
NPC
143
National Planning Corporation
California
$2.7M +$692K +5,694 +35%
SWM
144
SVA Wealth Management
Wisconsin
$2.59M +$7.75K +64 +0.3%
GWA
145
Guidant Wealth Advisors
Illinois
$2.58M +$1.85M +15,048 +252%
GC
146
Gilbert & Cook
Iowa
$2.49M +$2.49M +20,591 New
ONB
147
Old National Bancorp
Indiana
$2.45M -$7.39M -61,052 -75%
SCG
148
Sonata Capital Group
Washington
$2.44M +$384K +3,176 +19%
SHCM
149
Stokes & Hubbell Capital Management
Louisiana
$2.38M +$391K +3,228 +20%
DSC
150
Duncker Streett & Co
Missouri
$2.35M -$2.3K -19 -0.1%
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