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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 %
AIP
301
Almanack Investment Partners
Pennsylvania
$743K +$743K +5,596 New
JIC
302
Johnson Investment Counsel
Ohio
$741K -$24.4K -184 -3%
RC
303
RegentAtlantic Capital
New Jersey
$740K +$38.2K +288 +5%
RA
304
RFG Advisory
Alabama
$731K +$222K +1,673 +44%
JIC
305
Joel Isaacson & Co
New York
$724K +$5.71K +43 +0.8%
AWM
306
AE Wealth Management
Kansas
$719K +$413K +3,113 +135%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$717K -$168K -1,265 -19%
GJIC
308
Gamble Jones Investment Counsel
California
$695K +$7.71K +58 +1%
SI
309
SII Investments
Wisconsin
$687K -$364K -2,731 -35%
CFD
310
Creative Financial Designs
Indiana
$674K -$250K -1,886 -27%
ABC
311
Associated Banc-Corp
Wisconsin
$669K +$27.3K +206 +4%
MBA
312
McQueen Ball & Associates
Pennsylvania
$668K +$3.98K +30 +0.6%
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$649K -$113K -850 -15%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$629K +$26.6K +200 +4%
BAC
315
Boys Arnold & Co
North Carolina
$625K +$5.98K +45 +1%
RIA
316
Regal Investment Advisors
Michigan
$606K -$14.3K -108 -2%
WTFG
317
Wells Trecaso Financial Group
Ohio
$602K +$602K +4,535 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$585K -$77.4K -583 -12%
IWM
319
IHT Wealth Management
Illinois
$578K +$162K +1,204 +39%
BF
320
BOK Financial
Oklahoma
$574K -$61K -459 -10%
NF
321
Nikulski Financial
Iowa
$572K +$572K +4,310 New
BDF
322
Balasa Dinverno & Foltz
$570K +$241K +1,814 +73%
PA
323
PFG Advisors
Arizona
$568K +$568K +4,274 New
ACP
324
Aveo Capital Partners
Colorado
$563K +$26.7K +201 +5%
AF
325
Alerus Financial
North Dakota
$560K -$210K -1,580 -27%
11 12
13
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