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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

590 hedge funds and large institutions have $6.17B invested in Vanguard Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 250 increasing their positions, 187 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
13.54%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.1%
New
56
Increased
250
Reduced
187
Closed
39
Calls
$2.38M
Puts
$2.95M
Net Calls
-$568K
Net Calls Change
-$1.99M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$196M
2
Goldman Sachs
Goldman Sachs
New York
$140M
3
Betterment LLC
Betterment LLC
New York
$537M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
5
Deutsche Bank
Deutsche Bank
Germany
$26M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$905M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.7M
3
QI
QS Investors
New York
$32M
4
KTM
Keeler Thomas Management
Utah
$0
5
TSS
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
26
Morningstar Investment Services
Illinois
$34.2M +$10.1M +78,342 +42%
QI
27
QS Investors
New York
$32M -$22.3M -172,059 -41%
MML Investors Services
28
MML Investors Services
Massachusetts
$29.4M -$3.36M -25,934 -10%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$27.6M +$637K +4,931 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$26M +$26M +200,862 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$25.3M +$5.36M +41,436 +27%
USAA
32
United Services Automobile Association
Texas
$24.7M – – –
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$24.6M +$508K +3,926 +2%
MAG
34
Mokosak Advisory Group
Iowa
$24.4M +$722K +5,581 +3%
FPIS
35
Financial Planning & Information Services
Wisconsin
$24M -$791K -6,110 -3%
SE
36
Summit Equities
New Jersey
$23.3M -$94.5K -730 -0.4%
A
37
AdvicePeriod
California
$22.7M -$125K -965 -0.5%
WA
38
Wealth Architects
California
$22.5M +$785K +6,067 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$22.4M +$22.4M +173,266 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$21.2M -$87.7K -678 -0.4%
CPO
41
Cerity Partners OCIO
New York
$21M +$886K +6,856 +4%
TC
42
Trilogy Capital
California
$20.3M +$1.32M +10,166 +7%
ZF
43
Zhang Financial
Michigan
$19.5M +$566K +4,470 +3%
MWM
44
Modera Wealth Management
New Jersey
$19.4M +$251K +1,939 +1%
Creative Planning
45
Creative Planning
Kansas
$18.7M +$772K +5,968 +4%
SP
46
Symmetry Partners
Connecticut
$18.6M +$1.53M +11,807 +9%
BSW
47
Buckingham Strategic Wealth
Missouri
$18.4M +$8.8M +68,035 +92%
LNC
48
Lincoln National Corp
Pennsylvania
$16.7M -$4.8M -37,088 -22%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$16M +$1.87M +14,440 +13%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$15.5M +$50.3K +389 +0.3%
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