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 Holding Trade Value Shares
Change 		Shares
Change %
GIM
151
Goelzer Investment Management
Indiana
$1.63M +$221 +2 +0%
Vanguard Group
152
Vanguard Group
Pennsylvania
$1.59M -$1.77M -15,985 -53%
CG
153
Caprock Group
Idaho
$1.58M -$17.5K -158 -1%
CHP
154
Cable Hill Partners
Oregon
$1.58M -$6.17K -56 -0.4%
SIA
155
Starfire Investment Advisers
Michigan
$1.58M +$7.3K +66 +0.5%
CFA
156
CT Financial Advisors
Pennsylvania
$1.57M +$88.3K +798 +6%
LSA
157
L & S Advisors
California
$1.51M +$1.51M +13,675 New
WIC
158
Woodmont Investment Counsel
Tennessee
$1.51M +$107K +970 +8%
CIC
159
Cutler Investment Counsel
Oregon
$1.5M -$49.7K -449 -3%
SPC
160
Sigma Planning Corp
Michigan
$1.48M +$69.4K +627 +5%
ACM
161
Advisors Capital Management
New Jersey
$1.47M +$116K +1,048 +9%
Citadel Advisors
162
Citadel Advisors
Florida
$1.47M +$1.47M +13,324 New
CCM
163
Condor Capital Management
New Jersey
$1.47M +$47.6K +430 +3%
Comerica Bank
164
Comerica Bank
Texas
$1.41M +$127K +1,156 +10%
CA
165
Cetera Advisors
Colorado
$1.39M -$9.78K -88 -0.7%
OBWP
166
O'Brien Wealth Partners
Massachusetts
$1.38M +$1.09M +9,875 +379%
EAM
167
Evanson Asset Management
California
$1.37M -$7.08K -64 -0.5%
FA
168
FDx Advisors
Illinois
$1.36M -$943K -8,516 -41%
TW
169
Transform Wealth
Colorado
$1.36M – – –
M&T Bank
170
M&T Bank
New York
$1.36M +$40.7K +368 +3%
WA
171
Waverly Advisors
Alabama
$1.34M +$143K +1,296 +12%
William Blair & Company
172
William Blair & Company
Illinois
$1.33M +$454K +4,104 +52%
HFS
173
HL Financial Services
Kentucky
$1.31M -$94.9K -858 -7%
BFS
174
Bradley Foster & Sargent
Connecticut
$1.3M +$23.2K +210 +2%
CIM
175
Cambria Investment Management
California
$1.27M -$111 -1 -0%
5 6
7
8 9