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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 %
1IA
551
1834 Investment Advisors
Wisconsin
$89K +$1.15K +10 +1%
HT
552
Heritage Trust
Oklahoma
$80K – – –
PCIA
553
Prime Capital Investment Advisors
Kansas
$77K +$77K +679 New
CFD
554
Creative Financial Designs
Indiana
$76K -$421K -3,685 -85%
VFA
555
Valeo Financial Advisors
Indiana
$76K -$50.2K -439 -40%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$72K -$124K -1,101 -63%
MRC
557
Millburn Ridgefield Corp
New York
$71K -$146K -1,283 -67%
HNB
558
Huntington National Bank
Ohio
$68K -$55K – –
NS
559
NewDay Solutions
New Hampshire
$66K +$66K +583 New
SFSIG
560
San Francisco Sentry Investment Group
California
$63K +$4.53K +40 +8%
GWS
561
Glassman Wealth Services
Virginia
$59K – – –
BTNA
562
Bremer Trust National Association
Minnesota
$59K +$59K +515 New
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$57K -$31.4K -275 -35%
BWA
564
Burt Wealth Advisors
Maryland
$57K -$8.21K -72 -13%
Chevy Chase Trust
565
Chevy Chase Trust
Maryland
$57K +$57K +504 New
DOA
566
D'Orazio & Associates
Virginia
$56K +$56K +494 New
BC
567
Bartlett & Co
Ohio
$55K -$2.29K -20 -4%
BCWM
568
Bartlett & Co Wealth Management
Ohio
$54.7K -$2.28K -20 -4%
RWA
569
River Wealth Advisors
Pennsylvania
$54K – – –
AIA
570
Alera Investment Advisors
Illinois
$52K +$52K +458 New
GWMIA
571
Global Wealth Management Investment Advisory
Florida
$51K +$51K +447 New
JWM
572
Janiczek Wealth Management
Colorado
$48K – – –
SIS
573
Sound Income Strategies
Florida
$47K – – –
TF
574
Tompkins Financial
New York
$44K -$568 -5 -1%
AWM
575
Aevitas Wealth Management
Massachusetts
$43K – – –
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23
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