VBR icon

Vanguard Small-Cap Value ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
GWS
501
Glassman Wealth Services
Virginia
$68K 515
IWP
502
Icon Wealth Partners
Texas
$68K 512 +512 New
PS
503
Portfolio Solutions
Michigan
$67K 502
BC
504
Bartlett & Co
Ohio
$66K 500
PWM
505
Paulson Wealth Management
Illinois
$65K 489 +489 New
EWM
506
Evercore Wealth Management
New York
$62K 464
AFNAS
507
American Financial Network Advisory Services
California
$59K 445 -51 -10%
PWM
508
Perigon Wealth Management
California
$56K 423
SFSIG
509
San Francisco Sentry Investment Group
California
$56K 422 +66 +19%
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$55K 412 +324 +368%
VNA
511
Valley National Advisers
Pennsylvania
$54K 410
PO
512
Private Ocean
California
$48K 363 +4 +1%
KF
513
Krilogy Financial
Missouri
$48K 363 +15 +4%
LC
514
Landaas & Company
Wisconsin
$47K 355 -60 -14%
VIA
515
Vantage Investment Advisors
Pennsylvania
$41K 310 -63 -17%
FCFS
516
First Command Financial Services
Texas
$40K 305 -70 -19%
FCB
517
First Command Bank
Texas
$40K 305 -70 -19%
HI
518
Hudock Inc
Pennsylvania
$40K 304
SSB
519
Sandy Spring Bank
Maryland
$40K 300
CFN
520
Cordasco Financial Network
Florida
$39K 295
PFBT
521
Parkside Financial Bank & Trust
Missouri
$37K 275
MWM
522
MinichMacGregor Wealth Management
New York
$37K 280
BCI
523
Brinker Capital Investments
Pennsylvania
$36K 274 -38 -12%
BWM
524
Baystate Wealth Management
Massachusetts
$35K 251 +157 +167%
SWP
525
Strategic Wealth Partners
Ohio
$34K 264 +264 New