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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 %
LF
576
Lee Financial
Texas
$42K – – –
VNA
577
Valley National Advisers
Pennsylvania
$41K – – –
ARMC
578
American Research & Management Company
Massachusetts
$40K +$40K +350 New
FCFS
579
First Command Financial Services
Texas
$35K – – –
CFN
580
Cordasco Financial Network
Florida
$35K – – –
FCB
581
First Command Bank
Texas
$35K – – –
HI
582
Hudock Inc
Pennsylvania
$34K – – –
FGC
583
Financial Gravity Companies
Texas
$23K +$23K +184 New
SFA
584
Semmax Financial Advisors
North Carolina
$23K +$23K +199 New
MOS
585
MGO One Seven
Ohio
$23K +$23K +209 New
GEA
586
Glen Eagle Advisors
New Jersey
$22.2K – – –
HWA
587
Heritage Wealth Advisors
Virginia
$22K – – –
KPW
588
Kore Private Wealth
New York
$22K +$22K +197 New
QCIG
589
Quad-Cities Investment Group
Iowa
$20K -$1.77K -15 -8%
SIAP
590
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$77.3K -663 -80%
CFA
592
Carroll Financial Associates
North Carolina
$19K -$811 -7 -4%
VCM
593
Vigilant Capital Management
Maine
$18K – – –
BC
594
Barnett & Company
Tennessee
$18K – – –
PCA
595
Peddock Capital Advisors
Massachusetts
$18K – – –
RMC
596
Resources Management Corp
Connecticut
$18K – – –
JCM
597
Jacobi Capital Management
Pennsylvania
$18K +$3.4K +30 +23%
AIM
598
Anchor Investment Management
South Carolina
$17.9K +$9.24K +81 +107%
JWA
599
JFS Wealth Advisors
Pennsylvania
$16K -$37K -331 -70%
DAM
600
Delta Asset Management
Tennessee
$16K – – –
22 23
24
25 26