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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 %
EWA
501
EP Wealth Advisors
California
$214K -$61K -535 -22%
PGAM
502
Princeton Global Asset Management
New Jersey
$213K +$213K +1,864 New
FWM
503
Frontier Wealth Management
Missouri
$212K +$16.3K +143 +8%
TA
504
TFG Advisers
Michigan
$212K +$212K +1,861 New
CCA
505
Checchi Capital Advisers
California
$211K -$672K -5,888 -76%
TFCP
506
Twin Focus Capital Partners
Massachusetts
$211K -$219K -1,918 -51%
BO
507
BRR OpCo
Ohio
$207K +$207K +1,818 New
DE
508
Day & Ennis
Georgia
$204K +$204K +1,789 New
RFO
509
RiverGlades Family Offices
Florida
$204K +$204K +1,789 New
WA
510
Wambolt & Associates
Colorado
$203K +$203K +1,784 New
AIM
511
Advantage Investment Management
Iowa
$202K -$71.9K -631 -26%
CC
512
Cassaday & Co
Virginia
$199K -$18.5K -162 -9%
FCA
513
FinTrust Capital Advisors
South Carolina
$198K +$198K +1,735 New
RFC
514
Regions Financial Corp
Alabama
$195K – – –
BAM
515
Belpointe Asset Management
Nevada
$188K -$50.5K -442 -21%
MAM
516
Meeder Asset Management
Ohio
$180K +$180K +1,574 New
GRP
517
Global Retirement Partners
California
$179K -$9.02K -79 -5%
PMFA
518
Plante Moran Financial Advisors
Michigan
$179K +$49.8K +435 +38%
W
519
WealthOne
New York
$178K +$178K +1,566 New
SNT
520
Security National Trust
West Virginia
$174K – – –
ONST
521
Old North State Trust
North Carolina
$169K +$11.6K +102 +7%
RCA
522
Rowland Carmichael Advisors
Arizona
$164K -$256K -2,247 -61%
SBL
523
Sargent Bickham Lagudis
Colorado
$161K +$94.4K +829 +142%
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$2.17K -19 -1%
DWM
525
Doyle Wealth Management
Florida
$151K +$151K +1,326 New
19 20
21
22 23