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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

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

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$491M
2
Bank of America
2
Bank of America
North Carolina
$982M
3
MAG
3
Mokosak Advisory Group
Iowa
$24.3M
4
A
4
AdvicePeriod
California
$23.4M
5
TC
5
Trilogy Capital
California
$19.5M

Top Sellers

1
Citigroup
1
Citigroup
New York
$7.54M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
3AM
4
3EDGE Asset Management
Florida
$35.4M
5
PAG
5
Private Advisor Group
New Jersey
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
JCM
551
Jacobi Capital Management
Pennsylvania
$8K 60 +30 +100%
MPPLM
552
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K 58 +58 New
WB
553
Webster Bank
Connecticut
$7K 55 -238 -81%
SAM
554
Shamrock Asset Management
Texas
$7K 56 – –
MIM
555
Macroview Investment Management
Maryland
$7K 55 +20 +57%
TFO
556
Tarbox Family Office
California
$7K 52 +52 New
PCG
557
Private Capital Group
Connecticut
$6.83K 51,408 +51,408 New
LWA
558
Lenox Wealth Advisors
New York
$6K 44 – –
RFM
559
Royal Fund Management
Florida
$6K 50 – –
MCM
560
MV Capital Management
Maryland
$6K 47 +47 New
RFA
561
Reilly Financial Advisors
California
$5K 37 -5 -12%
IF
562
Ironwood Financial
Arizona
$5K 36 – –
WCM
563
Wealthcare Capital Management
Virginia
$5K 34 – –
TSW
564
Thompson Siegel & Walmsley
Virginia
$5K 38 – –
RCG
565
Ruggie Capital Group
Florida
$5K 40 – –
CWM
566
Catamount Wealth Management
Connecticut
$5K 35 – –
TFA
567
Transamerica Financial Advisors
Florida
$5K 32 +32 New
AWA
568
Acorn Wealth Advisors
Michigan
$5K 34 +34 New
FWM
569
Focused Wealth Management
New York
$5K 35 +35 New
UBS AM
570
UBS AM
Illinois
$4.38K 33 – –
RBA
571
Richard Bernstein Advisors
New York
$4K 28 -1 -3%
KTC
572
Kistler-Tiffany Companies
Pennsylvania
$3K 21 – –
AIS
573
Accurate Investment Solutions
Pennsylvania
$3K 27 +1 +4%
HT
574
Heritage Trust
Oklahoma
$2K 13 – –
NL
575
NVWM LLC
Pennsylvania
$2K 15 +15 New
21 22
23
24 25