VBR icon

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 %
IWM
326
IHT Wealth Management
Illinois
$709K +$49.3K +432 +7%
AOWM
327
Alpha Omega Wealth Management
Virginia
$709K +$521K +4,565 +277%
CWM
328
Capital Wealth Management
Rhode Island
$701K +$198K +1,739 +39%
MFS
329
McNamara Financial Services
Massachusetts
$692K – – –
PA
330
PFG Advisors
Arizona
$691K -$28.7K -221 -4%
AIA
331
Angeles Investment Advisors
California
$689K +$689K +6,045 New
PCM
332
Parsons Capital Management
Rhode Island
$685K +$33.2K +291 +5%
MBA
333
McQueen Ball & Associates
Pennsylvania
$681K +$6.05K +53 +0.9%
CAM
334
Cresset Asset Management
Illinois
$680K +$680K +5,960 New
CWAG
335
Compton Wealth Advisory Group
Virginia
$678K +$678K +5,946 New
CIC
336
Cutler Investment Counsel
Oregon
$676K -$14.8K -130 -2%
EVM
337
Eaton Vance Management
Massachusetts
$669K -$5.59K -49 -0.8%
AIM
338
AMI Investment Management
Indiana
$666K – – –
SKK
339
Shepherd Kaplan Krochuk
Massachusetts
$665K -$1.21M -10,574 -64%
SIAS
340
Shine Investment Advisory Services
Colorado
$652K – – –
BOH
341
Bank of Hawaii
Hawaii
$646K +$29.1K +255 +5%
NFG
342
Nations Financial Group
Iowa
$642K +$105K +922 +20%
JIC
343
Johnson Investment Counsel
Ohio
$641K -$3.19K -28 -0.5%
IA
344
IFG Advisory
Georgia
$640K -$278K -2,158 -30%
LFA
345
Landmark Financial Advisors
Kentucky
$639K +$34.2K +300 +6%
MHS
346
M Holdings Securities
Oregon
$618K -$49.4K -433 -7%
OFS
347
Orrstown Financial Services
Pennsylvania
$612K -$53.8K -472 -8%
GJIC
348
Gamble Jones Investment Counsel
California
$609K +$7.64K +67 +1%
RC
349
RegentAtlantic Capital
New Jersey
$608K -$56K -491 -8%
ABC
350
Associated Banc-Corp
Wisconsin
$607K +$24.4K +214 +4%
12 13
14
15 16