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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 %
DIA
251
Davidson Investment Advisors
Montana
$1.3M – – –
SWM
252
SVA Wealth Management
Wisconsin
$1.3M -$230K -2,014 -15%
TIM
253
Tortoise Investment Management
New York
$1.3M +$349K +3,057 +37%
WBG
254
Wharton Business Group
Pennsylvania
$1.29M +$382K +3,345 +42%
CA
255
Cetera Advisors
Colorado
$1.29M -$282K -2,465 -18%
Millennium Management
256
Millennium Management
New York
$1.29M +$1.29M +11,299 New
MFG
257
Magnus Financial Group
New York
$1.28M +$1.28M +11,195 New
GBT
258
Grove Bank & Trust
Florida
$1.27M -$32.6K -286 -2%
NNP
259
Nachman Norwood & Parrott
South Carolina
$1.27M +$1.27M +11,090 New
GFPC
260
Global Financial Private Capital
Florida
$1.26M -$2.74M -24,040 -69%
SS
261
Simplicity Solutions
Minnesota
$1.25M -$3.36M -29,448 -73%
TRCT
262
Tower Research Capital (TRC)
New York
$1.23M +$867K +7,599 +239%
AI
263
Atria Investments
North Carolina
$1.23M -$278K -2,435 -18%
FI
264
FormulaFolio Investments
Michigan
$1.23M – – –
MWM
265
Merriman Wealth Management
Washington
$1.22M -$2.4M -20,587 -66%
ASN
266
Advisory Services Network
Georgia
$1.2M +$360K +3,157 +43%
CI
267
CX Institutional
Indiana
$1.19M +$430K +3,767 +57%
RC
268
Roundview Capital
New Jersey
$1.17M -$21.7K -190 -2%
QCG
269
Quadrant Capital Group
Ohio
$1.17M – – –
DC
270
Davenport & Co
Virginia
$1.16M +$17.1K +150 +1%
MA
271
MONECO Advisors
Connecticut
$1.16M +$1.16M +10,133 New
AR
272
Advisory Research
Illinois
$1.15M – – –
S
273
Surevest
California
$1.12M +$1.12M +9,838 New
ADL
274
Asset Dedication LLC
California
$1.12M +$234K +2,056 +26%
V
275
Veritable
Delaware
$1.12M – – –
9 10
11
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