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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 %
CA
401
Clearstead Advisors
Ohio
$311K 2,344 +94 +4%
DPI
402
Diversified Portfolios Inc
Michigan
$310K 2,337 -7 -0.3%
VCM
403
Versant Capital Management
Arizona
$307K 2,316 – –
YP
404
Yellowstone Partners
Idaho
$305K 2,294 -18,926 -89%
CT
405
CPF Texas
Texas
$305K 2,285 +2,285 New
TVWM
406
Tower View Wealth Management
Wisconsin
$302K 2,273 +2,273 New
DAS
407
Dynamic Advisor Solutions
Arizona
$301K 2,268 +233 +11%
AWM
408
Altium Wealth Management
New York
$301K 2,262 +2,262 New
SC
409
SouthState Corp
Florida
$299K 2,252 -367 -14%
JA
410
JOYN Advisors
Georgia
$289K 2,173 +2,173 New
Fuller & Thaler Asset Management
411
Fuller & Thaler Asset Management
California
$287K 2,159 +2,159 New
APA
412
American Portfolios Advisors
New York
$283K 2,130 +2,130 New
MCM
413
MAI Capital Management
Ohio
$274K 2,063 +84 +4%
AB
414
AT Bancorp
Iowa
$271K 2,046 +2,046 New
CBU
415
CIBC Bank USA
Illinois
$268K 2,020 – –
CFB
416
Cullen/Frost Bankers
Texas
$268K 2,018 +108 +6%
WA
417
WP Advisors
California
$268K 2,019 +225 +13%
SCA
418
STALEY CAPITAL ADVISERS
Pennsylvania
$266K 2,000 – –
RG
419
Rathbones Group
United Kingdom
$266K 2,000 – –
NG
420
Northstar Group
New York
$266K 2,000 +325 +19%
PFA
421
Paradigm Financial Advisors
Missouri
$263K 1,981 +30 +2%
MMHP
422
Murphy Middleton Hinkle & Parker
Georgia
$262K 1,970 +1,970 New
CF
423
Centaurus Financial
California
$261K 1,965 +1,965 New
FMB
424
Field & Main Bank
Kentucky
$259K 1,950 +1,950 New
GG
425
Gofen & Glossberg
Illinois
$259K 1,950 +1,950 New
15 16
17
18 19