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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 %
HWP
176
Hefty Wealth Partners
Indiana
$1.15M +$9.05K +86 +0.8%
WA
177
Waverly Advisors
Alabama
$1.14M +$195K +1,852 +21%
ICAS
178
Investors Capital Advisory Services
Massachusetts
$1.14M +$214K +2,037 +23%
PAI
179
Pittenger & Anderson Inc
Nebraska
$1.13M +$38K +361 +3%
EWA
180
Exencial Wealth Advisors
Oklahoma
$1.11M – – –
KeyBank National Association
181
KeyBank National Association
Ohio
$1.09M +$421K +3,993 +63%
RC
182
Roundview Capital
New Jersey
$1.07M +$1.07M +10,200 New
BCIM
183
Bishop & Co Investment Management
Pennsylvania
$1.07M +$168K +1,593 +19%
AFP
184
Ausdal Financial Partners
Iowa
$1.05M +$26.3K +250 +3%
V
185
Veritable
Delaware
$1.03M – – –
SI
186
SII Investments
Wisconsin
$960K +$5.77K +55 +0.6%
ATC
187
Argent Trust Co
Tennessee
$960K +$379K +3,601 +65%
BCM
188
BTC Capital Management
Iowa
$954K +$2.61K +25 +0.3%
RJT
189
Raymond James Trust
Florida
$924K – – –
DC
190
Davenport & Co
Virginia
$922K +$4.63K +44 +0.5%
CPIG
191
Chicago Partners Investment Group
Illinois
$914K +$2.84K +27 +0.3%
CTC
192
Central Trust Company
Missouri
$889K -$15.7K -149 -2%
SHCM
193
Stokes & Hubbell Capital Management
Louisiana
$886K +$475K +4,508 +116%
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$885K +$632 +6 +0.1%
CCG
195
Chatham Capital Group
Georgia
$859K -$242K -2,297 -22%
FI
196
FormulaFolio Investments
Michigan
$853K -$14.3K -136 -2%
TWA
197
TCI Wealth Advisors
Arizona
$852K +$18.4K +175 +2%
IH
198
IFC Holdings
Florida
$834K -$146K -1,379 -15%
William Blair & Company
199
William Blair & Company
Illinois
$830K +$137K +1,303 +20%
WI
200
WrapManager Inc
California
$815K -$43.3K -411 -5%
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