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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 %
MML Investors Services
26
MML Investors Services
Massachusetts
$33.6M 253,310 +7,061 +3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$27.7M 208,479 +6,300 +3%
Goldman Sachs
28
Goldman Sachs
New York
$27.2M 204,992 +75,938 +59%
FPIS
29
Financial Planning & Information Services
Wisconsin
$25.4M 191,328 -1,141 -0.6%
USAA
30
United Services Automobile Association
Texas
$25.3M 190,500 – –
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$24.8M 186,509 +7,770 +4%
MIS
32
Morningstar Investment Services
Illinois
$24.7M 186,188 +26,881 +17%
MAG
33
Mokosak Advisory Group
Iowa
$24.3M 183,043 +183,043 New
SE
34
Summit Equities
New Jersey
$24M 181,041 +9,241 +5%
A
35
AdvicePeriod
California
$23.4M 176,474 +176,474 New
WA
36
Wealth Architects
California
$22.3M 168,032 -353 -0.2%
LNC
37
Lincoln National Corp
Pennsylvania
$22.1M 166,356 +31,520 +23%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$21.8M 164,544 +4,101 +3%
CPO
39
Cerity Partners OCIO
New York
$20.6M 155,597 -15,564 -9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$20.5M 154,315 +44,719 +41%
ZF
41
Zhang Financial
Michigan
$20.1M 149,296 -1,435 -1%
MWM
42
Modera Wealth Management
New Jersey
$19.7M 148,035 -2,205 -1%
TC
43
Trilogy Capital
California
$19.5M 146,568 +146,568 New
Creative Planning
44
Creative Planning
Kansas
$18.4M 138,826 +982 +0.7%
SP
45
Symmetry Partners
Connecticut
$17.6M 132,231 +5,642 +4%
CCM
46
Carlson Capital Management
Minnesota
$16M 120,773 +6,177 +5%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$15.9M 119,703 -142 -0.1%
SB
48
Suntrust Banks
Georgia
$15.2M 114,534 +5,427 +5%
PSUF
49
People's United Financial
Connecticut
$15.2M 114,490 -2,095 -2%
PP
50
PrairieView Partners
Minnesota
$14.7M 110,349 +110,349 New
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