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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 %
GC
276
Gilbert & Cook
Iowa
$1.11M -$107K -938 -9%
PWAC
277
Private Wealth Advisors (California)
California
$1.11M +$1.11M +9,726 New
First Manhattan
278
First Manhattan
New York
$1.1M – – –
RJT
279
Raymond James Trust
Florida
$1.07M -$228 -2 -0%
GCA
280
Gradient Capital Advisors
California
$1.07M +$575K +5,044 +117%
TNBTD
281
Trustmark National Bank Trust Department
Mississippi
$1.04M +$95.8K +840 +10%
GA
282
GFS Advisors
Texas
$1.04M +$42K +368 +4%
JIC
283
Joel Isaacson & Co
New York
$1.03M +$318K +2,609 +44%
WI
284
WrapManager Inc
California
$1.02M -$54.8K -480 -5%
BCM
285
BTC Capital Management
Iowa
$1.01M +$10.1K +90 +1%
BAAM
286
Baker Avenue Asset Management
California
$1.01M +$63.4K +556 +7%
WWM
287
Western Wealth Management
Colorado
$987K +$987K +8,675 New
CBFP
288
Cedar Brook Financial Partners
Ohio
$986K +$986K +8,642 New
IWA
289
Intercontinental Wealth Advisors
Texas
$983K – – –
AWA
290
Arete Wealth Advisors
Illinois
$976K +$37.6K +330 +4%
BC
291
Burney Company
Virginia
$970K -$50.4K -442 -5%
BP
292
Ballentine Partners
Massachusetts
$962K +$1.83K +16 +0.2%
TI
293
Truepoint Inc
Ohio
$951K +$951K +8,341 New
SWP
294
Stratos Wealth Partners
Ohio
$948K +$205K +1,794 +28%
BRWA
295
B. Riley Wealth Advisors
Florida
$944K -$43.3K -379 -4%
MFT
296
Moisand Fitzgerald Tamayo
Florida
$923K +$88.5K +776 +11%
UA
297
Unison Advisors
District of Columbia
$922K -$10.2K -89 -1%
TW
298
Transform Wealth
Colorado
$918K -$190K -1,664 -17%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$908K -$209K -1,837 -19%
PD
300
Planning Directions
Pennsylvania
$906K +$12.8K +112 +1%
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