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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 %
ME
601
McIlrath & Eck
Washington
$15K – – –
GT
602
Glenmede Trust
Pennsylvania
$14.5K +$1.48K +12,954 +11%
LGWM
603
Litman Gregory Wealth Management
California
$14K – – –
PFO
604
Pathstone Family Office
New Jersey
$14K +$14K +120 New
CAGAS
605
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
MWA
606
Meridian Wealth Advisors
Texas
$13K +$13K +110 New
M
607
MOTCO
Texas
$12K +$7.92K +68 +194%
DWA
608
Dougherty Wealth Advisers
Minnesota
$12K +$12K +90 New
QAM
609
QCI Asset Management
New York
$11K -$2.98K -26 -21%
CB
610
CNB Bank
Pennsylvania
$11K – – –
DWM
611
Destination Wealth Management
California
$11K +$11K +100 New
EWM
612
Executive Wealth Management
Michigan
$11K +$11K +100 New
BAM
613
Bruderman Asset Management
New York
$11K +$11K +100 New
Simplex Trading
614
Simplex Trading
Illinois
$10K +$10K +91 New
MSA
615
Marino Stram & Associates
Massachusetts
$9K -$19.2K -162 -68%
WAS
616
WESPAC Advisors SoCal
California
$9K – – –
RFM
617
Royal Fund Management
Florida
$9K – – –
LWA
618
Lenox Wealth Advisors
New York
$9K +$3.79K +32 +73%
CDIA
619
Capital Directions Investment Advisors
Georgia
$8K -$3.13K -27 -28%
RCG
620
Ruggie Capital Group
Florida
$8K +$8K +73 New
CAL
621
Capital Analysts LLC
Pennsylvania
$7K – – –
IDBONY
622
Israel Discount Bank of New York
New York
$7K +$7K +60 New
IFA
623
Interactive Financial Advisors
Illinois
$6K -$156K -1,432 -96%
TC
624
Trust Company
Kansas
$6K -$7.8K -65 -57%
WB
625
Webster Bank
Connecticut
$6K – – –
23 24
25
26 27