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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.

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
1
Betterment LLC
New York
$491M
2
Bank of America
2
Bank of America
North Carolina
$982M
3
MAG
3
Mokosak Advisory Group
Iowa
$24.3M
4
A
4
AdvicePeriod
California
$23.4M
5
TC
5
Trilogy Capital
California
$19.5M

Top Sellers

1
Citigroup
1
Citigroup
New York
$7.54M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
3AM
4
3EDGE Asset Management
Florida
$35.4M
5
PAG
5
Private Advisor Group
New Jersey
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBOMD
326
First National Bank of Mount Dora
Florida
$558K 4,201 +4,201 New
SFG
327
StrategIQ Financial Group
Indiana
$554K 4,170 +5 +0.1%
OC
328
Oppenheimer & Co
New York
$554K 4,172 +130 +3%
TCM
329
TD Capital Management
Tennessee
$544K 4,098 +15 +0.4%
FHA
330
Flagship Harbor Advisors
Massachusetts
$539K 3,994 +324 +9%
TIM
331
Tortoise Investment Management
New York
$537K 4,047 +868 +27%
PL
332
Plancorp LLC
Missouri
$536K 4,036 +17 +0.4%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$533K 4,012 – –
GBT
334
Grove Bank & Trust
Florida
$533K 4,017 +2,023 +101%
FANJ
335
Financial Architects (New Jersey)
New Jersey
$533K 4,012 +2,282 +132%
IWC
336
Integrated Wealth Concepts
Massachusetts
$533K 3,949 +3,949 New
ACS
337
Archford Capital Strategies
Illinois
$532K 4,006 +1,910 +91%
CB
338
Chemical Bank
Michigan
$529K 3,982 +119 +3%
CWS
339
Cypress Wealth Services
California
$524K 3,946 +3,946 New
OPWM
340
Oak Point Wealth Management
Michigan
$522K 3,877 +3,877 New
SFA
341
Sequoia Financial Advisors
Ohio
$510K 3,843 – –
WP
342
WMS Partners
Maryland
$506K 3,810 +356 +10%
JIC
343
JRM Investment Counsel
Nebraska
$502K 3,777 -466 -11%
PCM
344
Parsons Capital Management
Rhode Island
$498K 3,747 +1,151 +44%
OIA
345
OneDigital Investment Advisors
Kansas
$498K 3,744 +1,366 +57%
AA
346
Ancora Advisors
Ohio
$487K 3,665 – –
BRF
347
B. Riley Financial
California
$486K 3,663 +99 +3%
TL
348
TrueWealth LLC
Georgia
$485K 3,653 +3,653 New
JCM
349
Jag Capital Management
Missouri
$475K 3,578 +228 +7%
PG
350
Patten Group
Tennessee
$470K 3,539 -226 -6%
12 13
14
15 16