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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 Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Gibson Capital
Pennsylvania
$2.3M – – –
BEC
152
Blue Edge Capital
Virginia
$2.28M -$109K -936 -5%
FIM
153
Freedom Investment Management
Connecticut
$2.27M -$3.99K -33 -0.2%
DADC
154
D.A. Davidson & Co
Montana
$2.26M +$448K +3,703 +25%
CIM
155
Cambria Investment Management
California
$2.23M +$849K +7,012 +61%
CGL
156
Clarius Group LLC
Washington
$2.19M -$44.2K -365 -2%
PFS
157
Prospera Financial Services
Texas
$2.13M -$53.4K -436 -2%
WA
158
WFG Advisors
Texas
$2.13M +$1.18M +9,782 +125%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$2.13M +$1.89M +15,612 +791%
TH
160
Timber Hill
Connecticut
$2.11M +$833K +6,884 +65%
BC
161
Burney Company
Virginia
$2.1M +$57.5K +475 +3%
BTS
162
BB&T Securities
Virginia
$2.09M +$923K +8,012 +79%
MFW
163
Mosaic Family Wealth
Missouri
$2.09M -$35K -289 -2%
CDH
164
Charles D. Hyman
$2.07M – – –
MFT
165
Moisand Fitzgerald Tamayo
Florida
$2M +$29.4K +243 +1%
FHC
166
First Heartland Consultants
Missouri
$1.97M +$1.73M +14,332 +739%
MJRIC
167
Mogy Joel R Investment Counsel
California
$1.95M +$15.7K +130 +0.8%
Citigroup
168
Citigroup
New York
$1.95M +$90.6K +749 +5%
Comerica Bank
169
Comerica Bank
Texas
$1.87M +$309K +2,525 +20%
LSA
170
L & S Advisors
California
$1.87M +$211K +1,740 +13%
ST
171
Smithfield Trust
Pennsylvania
$1.86M -$393K -3,245 -17%
GIM
172
Goelzer Investment Management
Indiana
$1.84M +$64.8K +536 +4%
CFA
173
CT Financial Advisors
Pennsylvania
$1.74M +$26.9K +222 +2%
CHP
174
Cable Hill Partners
Oregon
$1.73M -$9.32K -77 -0.5%
CG
175
Caprock Group
Idaho
$1.72M -$8.23K -68 -0.5%
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