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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
$211M
2
Bank of America
Bank of America
North Carolina
$797M
3
Betterment LLC
Betterment LLC
New York
$553M
4
RJA
Raymond James & Associates
Florida
$29M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$27.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$6.37M
2
Wells Fargo
Wells Fargo
California
$146M
3
3AM
3EDGE Asset Management
Florida
$7.16M
4
QI
QS Investors
New York
$17.2M
5
SEI Investments
SEI Investments
Pennsylvania
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$27.1M +$11.6M +101,736 +75%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$26.4M -$4.54M -39,824 -15%
ZF
28
Zhang Financial
Michigan
$26M +$9.04M +79,223 +53%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$24.8M -$952K -8,329 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$24.5M +$1.16M +10,211 +5%
MMA
31
Miracle Mile Advisors
California
$24M -$6.18M -54,166 -20%
BSW
32
Buckingham Strategic Wealth
Missouri
$24M +$7.06M +61,912 +42%
Deutsche Bank
33
Deutsche Bank
Germany
$22.9M +$13.7K +120 +0.1%
SI
34
Stephens Inc
Arkansas
$20.6M +$476K +4,177 +2%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$20.5M -$5.71M -50,065 -22%
MML Investors Services
36
MML Investors Services
Massachusetts
$20.4M +$78.4K +687 +0.4%
SF
37
Summit Financial
New Jersey
$20.3M +$20.3M +177,627 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$20.2M +$20K +175 +0.1%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$19.3M -$3.95M -34,657 -17%
WA
40
Wealth Architects
California
$19M -$423K -3,707 -2%
TC
41
Trilogy Capital
California
$18.7M -$595K -5,213 -3%
CPO
42
Cerity Partners OCIO
New York
$18.7M -$292K -2,561 -2%
MAG
43
Mokosak Advisory Group
Iowa
$18.6M -$4.22M -36,967 -19%
SP
44
Symmetry Partners
Connecticut
$18.2M +$1.69M +14,841 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$18M -$6.61M -57,922 -27%
QI
46
QS Investors
New York
$17.2M -$24.8M -217,490 -59%
LNC
47
Lincoln National Corp
Pennsylvania
$16.7M +$1.22M +10,713 +8%
QCM
48
Quest Capital Management
Texas
$16.2M +$16.2M +142,438 New
Stifel Financial
49
Stifel Financial
Missouri
$16.2M +$1.68M +14,722 +12%
Creative Planning
50
Creative Planning
Kansas
$16.1M -$175K -1,538 -1%
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