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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 %
TCM
301
Telos Capital Management
California
$905K +$169K +1,480 +23%
CTC
302
Central Trust Company
Missouri
$897K +$309K +2,711 +53%
SEIA
303
Signature Estate & Investment Advisors
California
$894K +$7.87K +69 +0.9%
SC
304
SouthState Corp
Florida
$886K +$629K +5,512 +245%
CG
305
Caprock Group
Idaho
$884K -$12.1K -106 -1%
JPG
306
Jordan Park Group
California
$867K – – –
AFP
307
Ausdal Financial Partners
Iowa
$862K -$1.82M -15,975 -68%
CL
308
CPWM LLC
Washington
$862K +$862K +7,555 New
KWM
309
Kingsview Wealth Management
Oregon
$847K -$49.5K -434 -6%
EAM
310
Evanson Asset Management
California
$830K -$7.64K -67 -0.9%
EK
311
Evensky & Katz
Florida
$826K +$36K +316 +5%
FLA
312
Financial Life Advisors
Texas
$822K -$69.2K -607 -8%
HCIA
313
Hochman Cole Investment Advisors
Illinois
$822K -$8.9K -78 -1%
VCAM
314
Van Cleef Asset Management
Ohio
$799K -$3.42K -30 -0.4%
CCG
315
Chatham Capital Group
Georgia
$788K -$45.6K -400 -5%
CCP
316
Corient Capital Partners
California
$778K – – –
NAMP
317
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K -$137K -1,200 -15%
AAP
318
Arax Advisory Partners
Colorado
$769K +$222K +1,943 +40%
IIC
319
Integrated Investment Consultants
Michigan
$768K +$297K +2,600 +63%
ACS
320
Archford Capital Strategies
Illinois
$761K +$68.8K +603 +10%
ACM
321
Armbruster Capital Management
New York
$737K +$1.94K +17 +0.3%
WIA
322
Wealthstreet Investment Advisors
Texas
$729K -$61.7K -493 -8%
SBSB
323
Sullivan, Bruyette, Speros & Blaney
Virginia
$727K -$21.7K -190 -3%
FWP
324
FAS Wealth Partners
Kansas
$726K -$657K -5,760 -47%
KP
325
Keel Point
Alabama
$724K -$33.4K -293 -4%
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