VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

661 hedge funds and large institutions have $5.87B invested in Vanguard Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 223 increasing their positions, 234 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+41
Holders Change %
+6.61%
% of All Funds
14.75%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.03%
New
123
Increased
223
Reduced
234
Closed
71
Calls
$719K
Puts
$871K
Net Calls
-$152K
Net Calls Change
+$1.47M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
2
Bank of America
Bank of America
North Carolina
+$19.6M
3
Betterment LLC
Betterment LLC
New York
+$19M
4
RJA
Raymond James & Associates
Florida
+$15.9M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$11.6M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$777M
2
Wells Fargo
Wells Fargo
California
-$55.6M
3
3AM
3EDGE Asset Management
Florida
-$50.8M
4
QI
QS Investors
New York
-$24.8M
5
SEI Investments
SEI Investments
Pennsylvania
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Gibson Capital
Pennsylvania
$1.72M – – –
KeyBank National Association
227
KeyBank National Association
Ohio
$1.72M +$10.8K +95 +0.6%
RWA
228
Redhawk Wealth Advisors
Minnesota
$1.7M -$504K -3,920 -23%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$1.66M +$74.8K +656 +5%
CS
230
Cannell & Spears
New York
$1.66M – – –
NL
231
NWAM LLC
Washington
$1.65M +$743K +6,513 +82%
BCA
232
Berman Capital Advisors
Georgia
$1.63M +$17K +149 +1%
EWA
233
Exencial Wealth Advisors
Oklahoma
$1.6M -$22.9K -201 -1%
PFP
234
Pinnacle Financial Partners
Tennessee
$1.55M +$142K +1,243 +10%
CANC
235
Culbertson A N & Co
Virginia
$1.52M -$79.3K -695 -5%
EI
236
Ellevest Inc
New York
$1.48M +$1.48M +13,048 New
BJL
237
Brighton Jones LLC
Washington
$1.48M -$155K -1,359 -10%
BP
238
BBR Partners
New York
$1.47M -$311K -2,726 -17%
CCA
239
Clearwater Capital Advisors
Illinois
$1.47M -$231K -2,028 -14%
FAIM
240
Financial Advocates Investment Management
Washington
$1.45M -$367K -3,213 -20%
HB
241
Homrich & Berg
Georgia
$1.45M -$1.02M -8,942 -41%
M&T Bank
242
M&T Bank
New York
$1.44M -$684 -6 -0%
FUBT
243
First United Bank & Trust
Maryland
$1.44M -$61.3K -538 -4%
DSA
244
Droms Strauss Advisors
Missouri
$1.42M +$1.42M +12,428 New
BSB
245
Bangor Savings Bank
Maine
$1.41M +$141K +1,237 +11%
CCM
246
Condor Capital Management
New Jersey
$1.38M -$32.9K -288 -2%
TF
247
Trek Financial
Arizona
$1.38M +$1.38M +12,054 New
JIC
248
JRM Investment Counsel
Nebraska
$1.36M +$1.01M +8,834 +284%
FHC
249
First Heartland Consultants
Missouri
$1.34M -$4.91K -43 -0.4%
WTFG
250
Wells Trecaso Financial Group
Ohio
$1.34M +$507K +4,450 +61%
8 9
10
11 12