VBR icon

Vanguard Small-Cap Value ETF

610 hedge funds and large institutions have $6.6B invested in Vanguard Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 245 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+20
Holders Change %
+3.39%
% of All Funds
13.98%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.08%
New
65
Increased
245
Reduced
190
Closed
39
Calls
$3.08M
Puts
$5.13M
Net Calls
-$2.05M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
551
Gradient Investments
Minnesota
$29K +$13.1K +95 +82%
GEA
552
Glen Eagle Advisors
New Jersey
$26.5K
JCM
553
Jacobi Capital Management
Pennsylvania
$25K +$17K +127 +212%
QCIG
554
Quad-Cities Investment Group
Iowa
$25K +$25K +185 New
JWA
555
JFS Wealth Advisors
Pennsylvania
$24K
SIAP
556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
AWM
557
Aevitas Wealth Management
Massachusetts
$24K +$13.3K +100 +125%
SWP
558
Strategic Wealth Partners
Ohio
$23K -$18.3K -137 -44%
VCM
559
Vigilant Capital Management
Maine
$22K
CFA
560
Carroll Financial Associates
North Carolina
$22K +$5.9K +44 +37%
BC
561
Barnett & Company
Tennessee
$21K -$9.48K -70 -31%
PCA
562
Peddock Capital Advisors
Massachusetts
$21K
DAM
563
Delta Asset Management
Tennessee
$19K
ML
564
McAdam LLC
Pennsylvania
$18K -$21.3K -161 -54%
BWM
565
Baystate Wealth Management
Massachusetts
$18K -$7.15K -52 -28%
ME
566
McIlrath & Eck
Washington
$18K +$9.2K +68 +105%
AWA
567
Acorn Wealth Advisors
Michigan
$17K
TC
568
Trust Company
Kansas
$16K
CAGAS
569
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +115 New
EWM
570
Elmwood Wealth Management
California
$13.6K
CDIA
571
Capital Directions Investment Advisors
Georgia
$13K
CB
572
CNB Bank
Pennsylvania
$13K
KJWM
573
Kiley Juergens Wealth Management
Washington
$12K +$12K +94 New
QAM
574
QCI Asset Management
New York
$10K
RFM
575
Royal Fund Management
Florida
$10K +$3.67K +29 +58%