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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 %
SC
576
Slow Capital
California
$2K 18 +18 New
JAM
577
Jolley Asset Management
North Carolina
$1K 10 – –
KJWM
578
Kiley Juergens Wealth Management
Washington
$1K 10 +10 New
AMCA
579
Arthur M. Cohen & Associates
Illinois
$533 4,673 +4,673 New
MIFH
580
Migdal Insurance & Financial Holdings
Israel
– – -341,192 Closed
RJFSA
581
Raymond James Financial Services Advisors
Florida
– – -211,609 Closed
SFI
582
SPC Financial Inc
Maryland
– – -64,459 Closed
PFA
583
Pure Financial Advisors
California
– – -37,359 Closed
ICOA
584
Investment Centers of America
North Dakota
– – -36,015 Closed
AA
585
ALPS Advisors
Colorado
– – -32,584 Closed
NPC
586
National Planning Corporation
California
– – -24,417 Closed
NFA
587
Nationwide Fund Advisors
Ohio
– – -22,400 Closed
TRCT
588
Tower Research Capital (TRC)
New York
– – -14,759 Closed
CA
589
Cetera Advisors
Colorado
– – -14,499 Closed
SIA
590
Starfire Investment Advisers
Michigan
– – -14,307 Closed
HFS
591
HL Financial Services
Kentucky
– – -11,241 Closed
APP
592
Avantax Planning Partners
Iowa
– – -7,479 Closed
NFG
593
Next Financial Group
Texas
– – -3,979 Closed
WFG
594
Wills Financial Group
Virginia
– – -3,017 Closed
FTUS
595
Flow Traders U.S.
New York
– – -2,780 Closed
AT
596
Arden Trust
Delaware
– – -2,174 Closed
CGA
597
Crescent Grove Advisors
Illinois
– – -2,012 Closed
QCMA
598
Quad Capital Management Advisors
New York
– – -1,800 Closed
AL
599
Aspiriant LLC
California
– – -1,776 Closed
CPSAC
600
Chas P. Smith & Associates (CPS)
Florida
– – -1,763 Closed
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