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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 %
WB
426
WesBanco Bank
West Virginia
$363K +$4.68K +41 +1%
JC
427
Jentner Corp
Ohio
$362K +$51.7K +453 +17%
GC
428
Grimes & Company
Massachusetts
$348K – – –
UBV
429
United Bank (Virginia)
Virginia
$347K +$347K +3,040 New
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$342K +$111K +971 +48%
JFGLC
431
Johnson Financial Group LLC (Colorado)
Colorado
$341K +$341K +2,997 New
ISL
432
Ingalls & Snyder LLC
New York
$340K +$1.37K +12 +0.4%
IB
433
Intrust Bank
Kansas
$338K -$120K -1,050 -26%
WP
434
WealthSource Partners
California
$338K -$16K -140 -5%
TL
435
TrueWealth LLC
Georgia
$337K +$1.14K +10 +0.3%
WIA
436
World Investment Advisors
California
$335K +$335K +2,580 New
Brown Advisory
437
Brown Advisory
Maryland
$333K -$11.2K -98 -3%
EHPM
438
Emery Howard Portfolio Management
California
$333K -$3.53K -31 -1%
PP
439
PDS Planning
Ohio
$333K +$18.8K +165 +6%
PIA
440
Pinion Investment Advisors
Kansas
$332K -$12.2K -107 -4%
TFA
441
TPG Financial Advisors
Oregon
$330K +$330K +2,891 New
EWMCB
442
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$329K -$386K -3,381 -54%
FA
443
FDx Advisors
Illinois
$324K -$890K -7,802 -73%
SPI
444
Santori & Peters Inc
Pennsylvania
$324K -$8.08K -71 -2%
PG
445
Patten Group
Tennessee
$319K -$83.1K -729 -21%
Fuller & Thaler Asset Management
446
Fuller & Thaler Asset Management
California
$319K +$319K +2,801 New
NG
447
Northstar Group
New York
$318K +$1.03K +9 +0.3%
BFPW
448
BOK Financial Private Wealth
Colorado
$316K -$64.2K -563 -17%
VCP
449
Vista Capital Partners
Oregon
$316K +$1.37K +12 +0.4%
RWA
450
Ropes Wealth Advisors
Massachusetts
$308K – – –
16 17
18
19 20