VBR icon

Vanguard Small-Cap Value ETF

590 hedge funds and large institutions have $6.17B invested in Vanguard Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 250 increasing their positions, 187 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
13.54%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.1%
New
56
Increased
250
Reduced
187
Closed
39
Calls
$2.38M
Puts
$2.95M
Net Calls
-$568K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
AMCA
376
Arthur M. Cohen & Associates
Illinois
$365K -$225K -1,783 -38%
PP
377
PDS Planning
Ohio
$359K +$3.63K +28 +1%
JFGLC
378
Johnson Financial Group LLC (Colorado)
Colorado
$357K +$148K +1,143 +71%
DAS
379
Dynamic Advisor Solutions
Arizona
$350K +$56.1K +433 +19%
RWA
380
Ropes Wealth Advisors
Massachusetts
$349K
GFP
381
Gryphon Financial Partners
Ohio
$346K
PAG
382
Pinnacle Advisory Group
Maryland
$345K -$39.8K -308 -10%
RWM
383
RKL Wealth Management
Pennsylvania
$341K -$89K -686 -21%
TFF
384
The Family Firm
Maryland
$341K +$129 +1 +0%
KA
385
Kovack Advisors
Florida
$339K -$27.8K -215 -8%
NP
386
NorthRock Partners
Minnesota
$333K +$11.1K +86 +3%
SFG
387
StrategIQ Financial Group
Indiana
$329K -$211K -1,629 -39%
IAA
388
Ironsides Asset Advisors
North Carolina
$329K +$329K +2,541 New
VCM
389
Versant Capital Management
Arizona
$328K +$29.2K +226 +10%
VCP
390
Vista Capital Partners
Oregon
$328K +$103K +798 +46%
CBU
391
CIBC Bank USA
Illinois
$327K +$65K +501 +25%
LFA
392
Landmark Financial Advisors
Kentucky
$326K
W
393
Wealthfront
California
$325K -$102K -791 -24%
PTC
394
Private Trust Company
Ohio
$324K -$47.8K -370 -13%
BUB
395
BBVA USA Bancshares
Texas
$322K +$165K +1,272 +105%
PJSIMP
396
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$11.6K -90 -4%
GHAM
397
Gilman Hill Asset Management
Connecticut
$317K
DPI
398
Diversified Portfolios Inc
Michigan
$315K +$12.9K +100 +4%
PO
399
Private Ocean
California
$313K +$266K +2,058 +567%
CA
400
Continuum Advisory
Idaho
$312K +$79.5K +614 +34%