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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

376 hedge funds and large institutions have $3.11B invested in Vanguard Small-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 173 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+40
Holders Change %
+11.9%
% of All Funds
10.05%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
57
Increased
173
Reduced
95
Closed
13
Calls
$3.16M
Puts
$2.29M
Net Calls
+$873K
Net Calls Change
+$7.44M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$559M
2
Bank of America
Bank of America
North Carolina
$448M
3
Bessemer Group
Bessemer Group
New Jersey
$41.3M
4
Betterment LLC
Betterment LLC
New York
$159M
5
MIS
Morningstar Investment Services
Illinois
$26.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$4.82M
2
TH
Timber Hill
Connecticut
$0
3
TAIM
TD Ameritrade Investment Management
Nebraska
$37.9M
4
QI
QS Investors
New York
$21M
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Caprock Group
Idaho
$1.52M -$263K -2,501 -15%
CHP
152
Cable Hill Partners
Oregon
$1.52M -$353K -3,338 -19%
SCG
153
Sonata Capital Group
Washington
$1.52M +$155K +1,470 +11%
SIA
154
Starfire Investment Advisers
Michigan
$1.5M +$19.3K +183 +1%
CIC
155
Cutler Investment Counsel
Oregon
$1.47M -$274K -2,599 -16%
ACM
156
Aviance Capital Management
Florida
$1.47M +$465K +4,419 +46%
CFA
157
CT Financial Advisors
Pennsylvania
$1.41M +$36.4K +346 +3%
CCM
158
Condor Capital Management
New Jersey
$1.35M -$12.4K -118 -0.9%
SPC
159
Sigma Planning Corp
Michigan
$1.34M +$163K +1,548 +14%
WIC
160
Woodmont Investment Counsel
Tennessee
$1.34M -$39.5K -375 -3%
HFS
161
HL Financial Services
Kentucky
$1.34M +$219K +2,082 +20%
CA
162
Cetera Advisors
Colorado
$1.33M +$143K +1,355 +12%
EAM
163
Evanson Asset Management
California
$1.31M +$284K +2,693 +28%
TW
164
Transform Wealth
Colorado
$1.3M +$1.3M +12,299 New
ACM
165
Advisors Capital Management
New Jersey
$1.29M +$6.11K +58 +0.5%
Comerica Bank
166
Comerica Bank
Texas
$1.29M +$12.6K +114 +1%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$1.28M +$18.6K +177 +1%
M&T Bank
168
M&T Bank
New York
$1.25M +$104K +987 +9%
BFS
169
Bradley Foster & Sargent
Connecticut
$1.22M -$22.2K -211 -2%
CAL
170
Capital Analysts LLC
Pennsylvania
$1.21M -$356K -3,379 -23%
CIM
171
Cambria Investment Management
California
$1.21M +$1.21M +11,449 New
DADC
172
D.A. Davidson & Co
Montana
$1.19M +$117K +1,112 +11%
BJL
173
Brighton Jones LLC
Washington
$1.17M +$2.21K +21 +0.2%
CG
174
Colony Group
Massachusetts
$1.17M +$24.5K +233 +2%
LIA
175
LS Investment Advisors
Michigan
$1.17M +$121K +1,150 +12%
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7
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