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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 %
EA
451
Elm Advisors
California
$219K 1,650 +50 +3%
EWM
452
Empirical Wealth Management
Washington
$217K 1,633 -83 -5%
MWAC
453
Mariner Wealth Advisors (Cincinnati)
Ohio
$216K 1,623 +1,623 New
JFGLC
454
Johnson Financial Group LLC (Colorado)
Colorado
$215K 1,619 – –
BF
455
Blankinship & Foster
California
$215K 1,619 +12 +0.7%
MIM
456
MPI Investment Management
Illinois
$215K 1,621 +1,621 New
VAM
457
Visionary Asset Management
Texas
$212K 1,593 -2,059 -56%
BAM
458
Belpointe Asset Management
Nevada
$211K 1,591 +1,591 New
FTIOP
459
Fiduciary Trust International of Pennsylvania
Pennsylvania
$210K 1,583 +1,583 New
RFC
460
Regions Financial Corp
Alabama
$209K 1,575 -81 -5%
BA
461
BKS Advisors
Michigan
$209K 1,574 – –
UBV
462
United Bank (Virginia)
Virginia
$208K 1,568 +1,568 New
CHA
463
Carmichael Hill & Associates
Maryland
$205K 1,546 +1,546 New
WEC
464
Winslow Evans & Crocker
Massachusetts
$191K 1,436 +308 +27%
SNT
465
Security National Trust
West Virginia
$186K 1,400 – –
CAC
466
Certified Advisory Corp
Florida
$175K 1,320 +1,320 New
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$165K 1,243 +97 +8%
BUB
468
BBVA USA Bancshares
Texas
$161K 1,214 +1,214 New
BlackRock
469
BlackRock
New York
$160K 1,204 -14 -1%
CAL
470
Capital Advisors Ltd
Ohio
$160K 1,203 – –
VC
471
Vestor Capital
Illinois
$159K 1,195 – –
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$155K 1,166 – –
RCA
473
Rowland Carmichael Advisors
Arizona
$154K 1,160 -546 -32%
HDIM
474
Hanson & Doremus Investment Management
Vermont
$144K 1,087 +16 +1%
WWM
475
Wagner Wealth Management
South Carolina
$137K 1,005 +1,005 New
17 18
19
20 21