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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 %
TCM
276
Telos Capital Management
California
$889K +$41.3K +311 +5%
CCP
277
Corient Capital Partners
California
$879K – – –
MHS
278
M Holdings Securities
Oregon
$869K +$86.5K +651 +11%
AI
279
Atria Investments
North Carolina
$853K -$280K -2,113 -25%
TDC
280
Thompson Davis & Co
Virginia
$849K +$613K +4,617 +260%
SBSB
281
Sullivan, Bruyette, Speros & Blaney
Virginia
$843K -$3.98K -30 -0.5%
FI
282
FormulaFolio Investments
Michigan
$843K +$266 +2 +0%
NHC
283
Nicholas Hoffman & Company
Georgia
$840K +$529K +3,982 +170%
TWA
284
TCI Wealth Advisors
Arizona
$827K +$96.3K +725 +13%
CF
285
Corrigan Financial
Rhode Island
$810K +$6.37K +48 +0.8%
IB
286
Intrust Bank
Kansas
$793K -$80.3K -605 -9%
HFA
287
Huber Financial Advisors
Illinois
$793K +$793K +5,975 New
MFS
288
McNamara Financial Services
Massachusetts
$786K +$8.1K +61 +1%
CTC
289
Central Trust Company
Missouri
$784K +$29.6K +223 +4%
AIA
290
Allegis Investment Advisors
Idaho
$781K -$5.4M -40,653 -87%
ASN
291
Advisory Services Network
Georgia
$779K +$134K +1,012 +21%
FT
292
Fiduciary Trust
Massachusetts
$771K -$25.8K -194 -3%
BRWA
293
B. Riley Wealth Advisors
Florida
$768K +$202K +1,524 +36%
PA
294
Parallel Advisors
California
$765K +$7.04K +53 +0.9%
KP
295
Keel Point
Alabama
$763K -$822K -6,187 -52%
CB
296
Cadence Bank
Mississippi
$760K +$760K +5,725 New
SIAS
297
Shine Investment Advisory Services
Colorado
$759K – – –
ADL
298
Asset Dedication LLC
California
$746K -$56.7K -426 -7%
ACM
299
Alpha Capital Management
Texas
$745K – – –
GWM
300
Geneos Wealth Management
Colorado
$744K +$49.9K +376 +7%
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12
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