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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 %
WEC
526
Winslow Evans & Crocker
Massachusetts
$144K -$11.2K -98 -7%
CAL
527
Capital Advisors Ltd
Ohio
$144K +$10.8K +95 +8%
SFM
528
Systematic Financial Management
New Jersey
$144K +$144K +1,263 New
SG Americas Securities
529
SG Americas Securities
New York
$142K -$2.62M -22,940 -95%
SSB
530
Sandy Spring Bank
Maryland
$136K – – –
VC
531
Vestor Capital
Illinois
$136K – – –
BlackRock
532
BlackRock
New York
$134K -$2.86K -25 -2%
BWM
533
BerganKDV Wealth Management
Minnesota
$131K +$2.73K +24 +2%
PB
534
Pinnacle Bancorp
Nebraska
$124K +$124K +1,084 New
BAMG
535
Brand Asset Management Group
Missouri
$123K +$51.7K +454 +72%
CAC
536
Certified Advisory Corp
Florida
$121K -$14.1K -123 -10%
S
537
SignatureFD
Georgia
$116K -$18.5K -162 -14%
RE
538
RBC Europe
United Kingdom
$114K – – –
JFA
539
JNBA Financial Advisors
Minnesota
$113K -$75.7K -661 -40%
PO
540
Private Ocean
California
$112K -$27.1K -239 -20%
TSW
541
Thompson Siegel & Walmsley
Virginia
$112K +$108K +947 +2,492%
JGIA
542
Jackson Grant Investment Advisers
Connecticut
$109K +$1.48K +13 +1%
CC
543
Claybrook Capital
Massachusetts
$107K -$85.8K -752 -44%
WDL
544
Well Done LLC
Michigan
$107K +$107K +938 New
LYV
545
Live Your Vision
Pennsylvania
$106K – – –
FPB
546
First PREMIER Bank
South Dakota
$104K – – –
OC
547
Oakworth Capital
Alabama
$99K – – –
CB
548
Community Bank
New York
$98K – – –
LB
549
Legacy Bridge
Iowa
$95K +$95K +832 New
CIAS
550
Capital Investment Advisory Services
North Carolina
$91K +$91K +799 New
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