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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.14B
2
CWM
Cornerstone Wealth Management
Missouri
$55.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
4
Betterment LLC
Betterment LLC
New York
$590M
5
3AM
3EDGE Asset Management
Florida
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$43M
2
Bank of America
Bank of America
North Carolina
$918M
3
GT
Glenmede Trust
Pennsylvania
$0
4
PFA
Pinnacle Family Advisors
Missouri
$0
5
MG
Mather Group
Illinois
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
626
Appleton Group
Wisconsin
– -$215K -1,662 Closed
GG
627
Gofen & Glossberg
Illinois
– -$214K -1,650 Closed
VAM
628
Visionary Asset Management
Texas
– -$207K -1,615 Closed
FTIOP
629
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$205K -1,583 Closed
WDL
630
Well Done LLC
Michigan
– -$103K -796 Closed
CI
631
Cavalier Investments
Georgia
– -$67K -517 Closed
PS
632
Portfolio Solutions
Michigan
– -$65K -502 Closed
PWM
633
Perigon Wealth Management
California
– -$55K -423 Closed
APP
634
Avantax Planning Partners
Iowa
– -$51K -396 Closed
KF
635
Krilogy Financial
Missouri
– -$50K -385 Closed
CG
636
Cutler Group
California
– -$37K -288 Closed
MWM
637
MinichMacGregor Wealth Management
New York
– -$36K -280 Closed
PFBT
638
Parkside Financial Bank & Trust
Missouri
– -$36K -275 Closed
VCM
639
Virtue Capital Management
Tennessee
– -$26K -198 Closed
SP
640
SWS Partners
Ohio
– -$20K -156 Closed
MCWS
641
McKinley Carter Wealth Services
West Virginia
– -$15K -117 Closed
NC
642
NewSquare Capital
Pennsylvania
– -$10K -80 Closed
EWM
643
Edge Wealth Management
New York
– -$8K -60 Closed
MCM
644
MV Capital Management
Maryland
– -$6K -47 Closed
WCM
645
Wealthcare Capital Management
Virginia
– -$4K -34 Closed
SC
646
Slow Capital
California
– -$2K -18 Closed
FEG
647
Financial Enhancement Group
Indiana
– -$2K -12 Closed
HFP
648
Holistic Financial Partners
Indiana
– -$1K -4 Closed
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