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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 %
BUB
351
BBVA USA Bancshares
Texas
$606K +$106K +926 +21%
BOPW
352
Brandywine Oak Private Wealth
Pennsylvania
$603K +$603K +5,618 New
CF
353
Corrigan Financial
Rhode Island
$595K -$22K -193 -4%
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$593K +$3.42K +30 +0.6%
RIA
355
Regal Investment Advisors
Michigan
$593K +$27.7K +243 +5%
IWC
356
Integrated Wealth Concepts
Massachusetts
$588K +$57.1K +501 +11%
BF
357
BOK Financial
Oklahoma
$587K +$79.3K +695 +16%
MCM
358
MAI Capital Management
Ohio
$576K +$286K +2,511 +99%
BCA
359
Bay Colony Advisors
Massachusetts
$565K -$516K -4,530 -48%
GIA
360
Gladstone Institutional Advisory
Florida
$562K +$562K +4,931 New
ACP
361
Aveo Capital Partners
Colorado
$561K +$41.3K +362 +8%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$559K -$330K -2,895 -37%
TWA
363
TCI Wealth Advisors
Arizona
$557K -$18K -158 -3%
Bessemer Group
364
Bessemer Group
New Jersey
$554K -$4.68K -41 -0.8%
SCM
365
Southport Capital Management
Tennessee
$550K -$408K -3,571 -43%
SIA
366
Starfire Investment Advisers
Michigan
$550K -$86.3K -757 -14%
VDFA
367
Vickerman & Driscoll Financial Advisors
Washington
$545K +$2.51K +22 +0.5%
MWA
368
Martel Wealth Advisors
Washington
$542K -$124K -1,091 -19%
ECG
369
Edge Capital Group
Georgia
$539K +$539K +4,727 New
AB
370
AT Bancorp
Iowa
$531K +$312K +2,738 +143%
FWM
371
Foresight Wealth Management
Utah
$530K +$530K +4,651 New
Citadel Advisors
372
Citadel Advisors
Florida
$526K +$526K +4,609 New
FT
373
Fiduciary Trust
Massachusetts
$524K -$40.6K -356 -7%
NSIM
374
North Star Investment Management
Illinois
$520K +$116K +1,017 +29%
GFP
375
Gryphon Financial Partners
Ohio
$513K +$186K +1,525 +57%
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