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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 %
CB
376
Chemical Bank
Michigan
$504K +$1.71K +15 +0.3%
EWM
377
Empirical Wealth Management
Washington
$496K +$278K +2,432 +127%
PA
378
Parallel Advisors
California
$491K -$185K -1,626 -27%
SWM
379
SeaCrest Wealth Management
New York
$489K -$20.1K -176 -4%
CCM
380
Coldstream Capital Management
Washington
$483K +$483K +4,234 New
BDF
381
Balasa Dinverno & Foltz
$482K +$71.9K +630 +18%
VCM
382
Versant Capital Management
Arizona
$481K -$9.11K -80 -2%
FNBOMD
383
First National Bank of Mount Dora
Florida
$479K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$478K -$3.19K -28 -0.7%
TCM
385
TD Capital Management
Tennessee
$473K +$3.42K +30 +0.7%
AC
386
Alexandria Capital
Virginia
$471K +$471K +4,133 New
AF
387
Advisornet Financial
Minnesota
$470K -$308K -2,703 -40%
OC
388
Oppenheimer & Co
New York
$468K -$15.2K -133 -3%
CCM
389
Colorado Capital Management
Colorado
$464K – – –
CMBA
390
C.M. Bidwell & Associates
Hawaii
$464K +$40.9K +359 +10%
PL
391
Plancorp LLC
Missouri
$462K -$1.94K -17 -0.4%
FHA
392
Flagship Harbor Advisors
Massachusetts
$457K -$33.2K -291 -7%
BAS
393
Brown Advisory Securities
Maryland
$457K +$224K +1,973 +96%
AP
394
Appleton Partners
Massachusetts
$456K +$228K +1,800 +100%
TC
395
TownSquare Capital
Utah
$444K +$444K +3,453 New
CBT
396
Capital Bank & Trust
California
$444K +$444K +3,892 New
SQA
397
Simon Quick Advisors
New Jersey
$442K -$107K -935 -19%
WP
398
WMS Partners
Maryland
$431K +$684 +6 +0.2%
CIBC Asset Management
399
CIBC Asset Management
Ontario, Canada
$425K -$68.9K -605 -14%
WAG
400
Winthrop Advisory Group
Massachusetts
$420K -$272K -2,389 -39%
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