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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

579 hedge funds and large institutions have $5.97B invested in Vanguard Small-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 251 increasing their positions, 126 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+83
Holders Change %
+16.73%
% of All Funds
13.15%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
1.04%
New
118
Increased
251
Reduced
126
Closed
31
Calls
$2.22M
Puts
$797K
Net Calls
+$1.42M
Net Calls Change
-$95K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$491M
2
Bank of America
Bank of America
North Carolina
$982M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
4
Morgan Stanley
Morgan Stanley
New York
$309M
5
AssetMark Inc
AssetMark Inc
California
$121M

Top Sellers

1
Citigroup
Citigroup
New York
$7.54M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
3AM
3EDGE Asset Management
Florida
$35.4M
5
PAG
Private Advisor Group
New Jersey
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
251
Baker Avenue Asset Management
California
$1.11M +$12.9K +97 +1%
KWM
252
Kingsview Wealth Management
Oregon
$1.1M +$182K +1,373 +20%
CG
253
Caprock Group
Idaho
$1.09M -$10.5K -77 -1%
BSB
254
Bangor Savings Bank
Maine
$1.09M +$45.3K +341 +4%
MGIA
255
Moneta Group Investment Advisors
Missouri
$1.08M +$25.4K +191 +2%
UB
256
UMB Bank
Missouri
$1.08M +$496K +3,735 +85%
SEIA
257
Signature Estate & Investment Advisors
California
$1.07M -$22.6K -170 -2%
WBG
258
Wharton Business Group
Pennsylvania
$1.07M – – –
NL
259
NWAM LLC
Washington
$1.06M +$5.45K +41 +0.5%
ACM
260
Armbruster Capital Management
New York
$1.05M +$42.2K +318 +4%
SWP
261
Stratos Wealth Partners
Ohio
$1.05M -$663K -4,997 -39%
WAG
262
Winthrop Advisory Group
Massachusetts
$1.04M +$1.04M +7,768 New
CCG
263
Chatham Capital Group
Georgia
$1.04M -$6.64K -50 -0.6%
JPG
264
Jordan Park Group
California
$1.04M +$1.04M +7,821 New
WIA
265
Wealthstreet Investment Advisors
Texas
$1.01M +$1.01M +7,638 New
IA
266
IFG Advisory
Georgia
$1M +$1M +7,095 New
HCIA
267
Hochman Cole Investment Advisors
Illinois
$983K +$154K +1,158 +19%
WI
268
WrapManager Inc
California
$980K +$8.37K +63 +0.9%
ATC
269
Argent Trust Co
Tennessee
$969K -$49.8K -375 -5%
VDFA
270
Vickerman & Driscoll Financial Advisors
Washington
$959K +$959K +7,224 New
IFWM
271
Institute for Wealth Management
Colorado
$938K -$59.9K -451 -6%
VA
272
Valmark Advisers
Ohio
$926K +$926K +6,974 New
SCM
273
Southport Capital Management
Tennessee
$921K +$312K +2,352 +51%
VCAM
274
Van Cleef Asset Management
Ohio
$916K +$664 +5 +0.1%
EA
275
Edge Advisors
Georgia
$896K +$26.7K +201 +3%
9 10
11
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