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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 %
EWM
626
Elmwood Wealth Management
California
$6K – – –
OIA
627
Optimum Investment Advisors
Illinois
$6K – – –
MIM
628
Macroview Investment Management
Maryland
$6K +$107 +1 +2%
FNC
629
First National Corp
Massachusetts
$6K +$6K +53 New
FC
630
Ferris Capital
Massachusetts
$6K +$6K +53 New
NSG
631
Nalls Sherbakoff Group
Tennessee
$6K +$6K +55 New
BWL
632
Bogart Wealth LLC
Virginia
$6K +$6K +58 New
CCM
633
Cribstone Capital Management
Maine
$5K -$2.22K -20 -31%
LWM
634
Liberty Wealth Management
California
$5K +$5K +50 New
GI
635
Gradient Investments
Minnesota
$4K -$16.6K -158 -81%
HS
636
Horan Securities
United States
$4K – – –
FWM
637
Focused Wealth Management
New York
$4K – – –
IF
638
Ironwood Financial
Arizona
$4K – – –
CWM
639
Catamount Wealth Management
Connecticut
$4K – – –
TCOV
640
Trust Company of Vermont
Vermont
$3K – – –
SFC
641
SYM Financial Corp
Indiana
$3K – – –
AP
642
Atwood & Palmer
Missouri
$3K – – –
AIS
643
Accurate Investment Solutions
Pennsylvania
$3K – – –
TFA
644
Transamerica Financial Advisors
Florida
$3K +$3K +21 New
TCM
645
Tradewinds Capital Management
Washington
$3K +$3K +24 New
PCA
646
Providence Capital Advisors
North Carolina
$3K +$3K +27 New
UB
647
UMB Bank
Missouri
$2.47K +$505 +4,432 +26%
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
PGWM
649
Parisi Gray Wealth Management
New Jersey
$2K – – –
SMFS
650
Squar Milner Financial Services
California
$2K – – –
24 25
26
27 28