VBR icon

Vanguard Small-Cap Value ETF

610 hedge funds and large institutions have $6.6B invested in Vanguard Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 245 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+20
Holders Change %
+3.39%
% of All Funds
13.98%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.08%
New
65
Increased
245
Reduced
190
Closed
39
Calls
$3.08M
Puts
$5.13M
Net Calls
-$2.05M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
251
NWAM LLC
Washington
$1.12M +$14.4K +106 +1%
SCM
252
Southport Capital Management
Tennessee
$1.12M +$78.2K +576 +8%
UA
253
Unison Advisors
District of Columbia
$1.11M -$113K -831 -9%
FANJ
254
Financial Architects (New Jersey)
New Jersey
$1.1M +$239K +1,757 +28%
FLA
255
Financial Life Advisors
Texas
$1.1M -$135K -996 -11%
BRWA
256
B. Riley Wealth Advisors
Florida
$1.09M +$160K +1,177 +17%
AWM
257
AE Wealth Management
Kansas
$1.09M +$188K +1,382 +21%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$1.08M -$5.29M -38,938 -83%
CG
259
Caprock Group
Idaho
$1.07M -$543 -4 -0.1%
F
260
F3Logic
Minnesota
$1.05M +$3.8K +28 +0.4%
SEIA
261
Signature Estate & Investment Advisors
California
$1.04M -$35K -258 -3%
JPG
262
Jordan Park Group
California
$1.03M -$30K -221 -3%
PD
263
Planning Directions
Pennsylvania
$1.03M +$50.3K +370 +5%
TIM
264
Tortoise Investment Management
New York
$1.02M +$300K +2,206 +42%
KWM
265
Kingsview Wealth Management
Oregon
$1.02M -$120K -882 -11%
IA
266
IFG Advisory
Georgia
$1.01M -$8.32K -56 -0.8%
EA
267
Edge Advisors
Georgia
$1M +$45.8K +337 +5%
GWM
268
Geneos Wealth Management
Colorado
$1M +$99.9K +736 +11%
MFT
269
Moisand Fitzgerald Tamayo
Florida
$999K -$14.7K -108 -1%
CCG
270
Chatham Capital Group
Georgia
$993K -$40.8K -300 -4%
HCIA
271
Hochman Cole Investment Advisors
Illinois
$989K +$26.9K +198 +3%
ASN
272
Advisory Services Network
Georgia
$977K +$36.5K +261 +4%
EK
273
Evensky & Katz
Florida
$968K -$69.3K -510 -7%
HFA
274
Huber Financial Advisors
Illinois
$961K +$50.1K +369 +6%
WI
275
WrapManager Inc
California
$954K -$7.74K -57 -0.8%