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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 %
EFL
401
ERn Financial LLC
Wisconsin
$420K +$420K +3,681 New
AA
402
Ancora Advisors
Ohio
$413K -$1.82K -16 -0.4%
BWM
403
Baystate Wealth Management
Massachusetts
$410K +$396K +3,161 +2,900%
GWM
404
Geneos Wealth Management
Colorado
$406K -$488K -4,315 -55%
PFS
405
Prospera Financial Services
Texas
$406K -$67.5K -590 -14%
PTC
406
Private Trust Company
Ohio
$406K +$157K +1,377 +63%
BPA
407
Beacon Pointe Advisors
California
$404K +$404K +3,546 New
SFA
408
Sequoia Financial Advisors
Ohio
$401K -$41.5K -364 -9%
COI
409
Capital One Investing
Virginia
$400K +$400K +3,504 New
VCM
410
Vivaldi Capital Management
Illinois
$399K +$399K +3,498 New
CFGS
411
Concourse Financial Group Securities
Alabama
$397K +$247K +2,171 +165%
Susquehanna International Group
412
Susquehanna International Group
Pennsylvania
$395K -$185K -1,619 -32%
NF
413
Nikulski Financial
Iowa
$394K -$9.36K -82 -2%
W
414
Wealthquest
Ohio
$391K +$391K +3,432 New
JCM
415
Jag Capital Management
Missouri
$389K -$23.2K -203 -6%
AWM
416
AE Wealth Management
Kansas
$385K -$1.25M -10,980 -77%
JFL
417
Jarislowsky, Fraser Ltd
Quebec, Canada
$384K +$384K +3,370 New
SBIA
418
Sheaff Brock Investment Advisors
Indiana
$383K +$29.6K +260 +8%
APA
419
American Portfolios Advisors
New York
$379K +$147K +1,289 +63%
RGC
420
Roberts, Glore & Co
Illinois
$373K +$3.99K +35 +1%
BS
421
Boenning & Scattergood
Pennsylvania
$370K +$2.17K +19 +0.6%
MWP
422
MYCIO Wealth Partners
Pennsylvania
$369K -$3.99K -35 -1%
RMA
423
Roffman Miller Associates
Pennsylvania
$368K +$97.2K +852 +36%
DAS
424
Dynamic Advisor Solutions
Arizona
$367K -$28.9K -230 -7%
BFC
425
Bedel Financial Consulting
Indiana
$363K -$20K -175 -5%
15 16
17
18 19