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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 %
OIA
451
OneDigital Investment Advisors
Kansas
$307K -$165K -1,448 -35%
MA
452
Mutual Advisors
Nebraska
$306K +$30.8K +270 +11%
CPIA
453
Cornell Pochily Investment Advisors
New York
$305K +$305K +2,447 New
PWMG
454
Prestige Wealth Management Group
New Jersey
$301K +$301K +2,641 New
KA
455
Kovack Advisors
Florida
$299K +$17.6K +154 +6%
CA
456
Continuum Advisory
Idaho
$295K -$495K -4,336 -63%
IDA
457
Intelligence Driven Advisers
California
$295K +$295K +2,587 New
RF
458
RHS Financial
California
$295K +$295K +2,589 New
MWM
459
Mission Wealth Management
California
$288K – – –
WTC
460
WhitTier Trust Company
Nevada
$288K +$26.2K +230 +10%
CAM
461
Concorde Asset Management
Michigan
$279K +$102K +895 +58%
CWS
462
Cypress Wealth Services
California
$275K -$234K -2,047 -46%
LFAS
463
Level Four Advisory Services
Texas
$274K -$83.3K -730 -23%
PJSIMP
464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K -$6.16K -54 -2%
CHP
465
Cable Hill Partners
Oregon
$272K +$187K +1,635 +218%
ESB
466
Essex Savings Bank
Connecticut
$268K +$268K +2,350 New
HH
467
Hilltop Holdings
Texas
$262K +$262K +2,300 New
DPI
468
Diversified Portfolios Inc
Michigan
$261K +$6.27K +55 +2%
RWM
469
RKL Wealth Management
Pennsylvania
$260K -$16.4K -144 -6%
CA
470
Clearstead Advisors
Ohio
$257K -$10.7K -94 -4%
UBS AM
471
UBS AM
Illinois
$255K +$212K +1,863 +497%
WCWM
472
Willow Creek Wealth Management
California
$255K +$1.6K +14 +0.6%
BIM
473
Baldwin Investment Management
Pennsylvania
$253K – – –
SCA
474
STALEY CAPITAL ADVISERS
Pennsylvania
$252K – – –
WA
475
WP Advisors
California
$252K +$9.25K +81 +4%
17 18
19
20 21