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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 %
TFS
426
TrustCore Financial Services
Tennessee
$258K 1,946 +1,946 New
TFCP
427
Twin Focus Capital Partners
Massachusetts
$255K 1,918 +200 +12%
WWM
428
Windsor Wealth Management
Indiana
$255K 1,921 +1,921 New
DE
429
Day & Ennis
Georgia
$249K 1,875 -11 -0.6%
Fisher Asset Management
430
Fisher Asset Management
Washington
$248K 1,864 +1,864 New
MRC
431
Millburn Ridgefield Corp
New York
$247K 1,859 -837 -31%
AAM
432
Aureus Asset Management
Massachusetts
$246K 1,850 – –
EFSCE
433
Enterprise Financial Services Corp (EFSC)
Missouri
$243K 1,831 +200 +12%
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$239K 1,797 -376 -17%
CCA
435
Checchi Capital Advisers
California
$239K 1,802 +58 +3%
CA
436
Continuum Advisory
Idaho
$238K 1,796 +1,796 New
SMC
437
Smith, Moore & Co
Missouri
$237K 1,787 +1,787 New
KCPG
438
Kavar Capital Partners Group
Kansas
$236K 1,780 -1,680 -49%
FCAG
439
First Capital Advisors Group
New Jersey
$236K 1,776 – –
CSIA
440
Charles Schwab Investment Advisory
California
$234K 1,761 +1,761 New
AllianceBernstein
441
AllianceBernstein
Tennessee
$233K 1,757 -9 -0.5%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$233K 1,754 +78 +5%
VCP
443
Vista Capital Partners
Oregon
$230K 1,735 +18 +1%
MWM
444
Meridian Wealth Management
Kentucky
$227K 1,708 +16 +0.9%
SWM
445
Stockman Wealth Management
Montana
$226K 1,703 -406 -19%
SYBT
446
Stock Yards Bank & Trust
Kentucky
$226K 1,707 – –
FIAS
447
FinTrust Investment Advisory Services
South Carolina
$224K 1,685 – –
CA
448
Calton & Associates
Florida
$223K 1,614 +1,614 New
AP
449
Appleton Partners
Massachusetts
$222K 1,675 – –
JFG
450
JMG Financial Group
Illinois
$220K 1,660 -48 -3%
16 17
18
19 20