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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 %
BFC
351
Bedel Financial Consulting
Indiana
$466K 3,512 +3,512 New
BFPW
352
BOK Financial Private Wealth
Colorado
$464K 3,494 -76 -2%
CFC
353
Coyle Financial Counsel
Illinois
$458K 3,451 +3,451 New
NFG
354
Nations Financial Group
Iowa
$455K 3,424 +21 +0.6%
SFS
355
Strategic Financial Services
New York
$449K 3,382 +425 +14%
AAP
356
Arax Advisory Partners
Colorado
$449K 3,383 +726 +27%
SWM
357
SeaCrest Wealth Management
New York
$448K 3,376 +3,376 New
ISL
358
Ingalls & Snyder LLC
New York
$447K 3,366 -1,460 -30%
W
359
Wealthfront
California
$439K 3,303 -409 -11%
RWM
360
RKL Wealth Management
Pennsylvania
$439K 3,314 +228 +7%
SBIA
361
Sheaff Brock Investment Advisors
Indiana
$434K 3,269 +130 +4%
RGC
362
Roberts, Glore & Co
Illinois
$433K 3,261 – –
Brown Advisory
363
Brown Advisory
Maryland
$413K 3,110 +270 +10%
AIM
364
Advantage Investment Management
Iowa
$409K 3,078 -79 -3%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$408K 3,074 +3,074 New
GCA
366
Gradient Capital Advisors
California
$404K 3,044 +3,044 New
EWMCB
367
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$403K 3,037 +426 +16%
PAG
368
Pinnacle Advisory Group
Maryland
$395K 2,976 +2,976 New
ZB
369
Zions Bancorporation
Utah
$392K 2,949 +27 +0.9%
CAG
370
Csenge Advisory Group
Florida
$392K 2,953 +1,107 +60%
JC
371
Jentner Corp
Ohio
$384K 2,877 -232 -7%
AG
372
Appleton Group
Wisconsin
$383K 2,888 -77 -3%
WB
373
WesBanco Bank
West Virginia
$383K 2,881 +2,881 New
PTC
374
Private Trust Company
Ohio
$381K 2,876 – –
EHPM
375
Emery Howard Portfolio Management
California
$380K 2,863 +32 +1%
13 14
15
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