VBR icon

Vanguard Small-Cap Value ETF

620 hedge funds and large institutions have $7.08B invested in Vanguard Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+10
Holders Change %
+1.64%
% of All Funds
14.2%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
48
Increased
265
Reduced
173
Closed
36
Calls
$1.9M
Puts
$3.52M
Net Calls
-$1.63M
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
501
Concourse Financial Group Securities
Alabama
$185K +$185K +1,318 New
PO
502
Private Ocean
California
$171K -$149K -1,064 -46%
SSB
503
Sandy Spring Bank
Maryland
$167K
VC
504
Vestor Capital
Illinois
$167K
BlackRock
505
BlackRock
New York
$167K +$6.7K +48 +4%
CAC
506
Certified Advisory Corp
Florida
$165K +$23.3K +167 +16%
S
507
SignatureFD
Georgia
$164K +$5.7K +41 +4%
CAL
508
Capital Advisors Ltd
Ohio
$162K
BWM
509
BerganKDV Wealth Management
Minnesota
$157K
PMFA
510
Plante Moran Financial Advisors
Michigan
$157K
WWM
511
Wagner Wealth Management
South Carolina
$140K
VFA
512
Valeo Financial Advisors
Indiana
$140K +$6.35K +50 +5%
RE
513
RBC Europe
United Kingdom
$139K
FMB
514
Field & Main Bank
Kentucky
$139K
JGIA
515
Jackson Grant Investment Advisers
Connecticut
$132K
FPB
516
First PREMIER Bank
South Dakota
$127K
LYV
517
Live Your Vision
Pennsylvania
$121K
OC
518
Oakworth Capital
Alabama
$121K
CB
519
Community Bank
New York
$119K
LPIC
520
LeJeune Puetz Investment Counsel
Michigan
$118K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K +$22.2K +158 +24%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$108K
1IA
523
1834 Investment Advisors
Wisconsin
$107K
MD
524
Money Design
Japan
$106K +$63.6K +455 +150%
CHP
525
Cable Hill Partners
Oregon
$103K