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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 %
RMCM
476
Reynders McVeigh Capital Management
Massachusetts
$250K -$8.43K -74 -3%
Lido Advisors
477
Lido Advisors
California
$250K +$19.2K +168 +8%
DT
478
Diversified Trust
Tennessee
$249K +$249K +2,184 New
NP
479
NorthRock Partners
Minnesota
$247K +$6.7K +59 +3%
KFA
480
Kays Financial Advisory
Georgia
$246K +$246K +2,155 New
SWM
481
Sequoia Wealth Management
Illinois
$243K +$243K +2,128 New
Franklin Resources
482
Franklin Resources
California
$242K – – –
Wealthfront Advisers
483
Wealthfront Advisers
California
$237K +$237K +2,082 New
HCA
484
Harbour Capital Advisors
Virginia
$236K +$236K +2,067 New
LWAC
485
Laurel Wealth Advisors (California)
California
$235K – – –
LC
486
LCNB Corp
Ohio
$233K -$377K -3,310 -62%
CBU
487
CIBC Bank USA
Illinois
$228K – – –
RG
488
Rathbones Group
United Kingdom
$228K – – –
TVWM
489
Tower View Wealth Management
Wisconsin
$228K +$2.85K +25 +1%
KCPG
490
Kavar Capital Partners Group
Kansas
$228K +$25.3K +222 +12%
MMHP
491
Murphy Middleton Hinkle & Parker
Georgia
$225K – – –
PFA
492
Paradigm Financial Advisors
Missouri
$224K +$5.69K +50 +3%
AL
493
Aspiriant LLC
California
$223K +$59.4K +522 +36%
FA
494
FCG Advisors
New Jersey
$222K +$17.9K +157 +9%
CCP
495
Cardan Capital Partners
Colorado
$221K – – –
FCAG
496
First Capital Advisors Group
New Jersey
$220K +$14.9K +131 +7%
PWM
497
Perigon Wealth Management
California
$218K +$218K +1,736 New
WI
498
Wintrust Investments
Illinois
$217K +$2.28K +20 +1%
CAM
499
Cubic Asset Management
Massachusetts
$216K +$216K +1,895 New
CI
500
Chartist Inc
California
$214K -$369K -3,239 -63%
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