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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 %
AIC
651
Archer Investment Corporation
Indiana
$2K +$2K +15 New
LPWM
652
Lake Point Wealth Management
Texas
$2K +$2K +16 New
RBA
653
Richard Bernstein Advisors
New York
$2K +$2K +20 New
NDSI
654
Newman Dignan & Sheerar Inc
Rhode Island
$1.34K -$206 -1,807 -13%
CIA
655
Cascade Investment Advisors
Oregon
$1.14K +$1.14K +10 New
SFSG
656
Stearns Financial Services Group
North Carolina
$1K – – –
GTAM
657
Global Trust Asset Management
Florida
$1K – – –
NA
658
NewEdge Advisors
Louisiana
$957 +$320 +2,802 +50%
AMCA
659
Arthur M. Cohen & Associates
Illinois
$533 +$7 +57 +1%
CF
660
Centaurus Financial
California
$3 +$3 +372 +12,400%
PFA
661
Pinnacle Family Advisors
Missouri
– -$16.6M -118,770 Closed
WCAMG
662
Woodard & Company Asset Management Group
North Carolina
– -$13.3M -95,090 Closed
SCA
663
Spearhead Capital Advisors
Florida
– -$11.1M -81,565 Closed
Mackenzie Financial
664
Mackenzie Financial
Ontario, Canada
– -$7.03M -50,417 Closed
CIM
665
Cambria Investment Management
California
– -$6.56M -47,048 Closed
FTS
666
Fifth Third Securities
Ohio
– -$5.23M -37,528 Closed
Manulife (Manufacturers Life Insurance)
667
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4.02M -28,853 Closed
TWA
668
Tillar-Wenstrup Advisors
Ohio
– -$3.35M -24,030 Closed
SRSA
669
S.R. Schill & Associates
Washington
– -$2.84M -20,360 Closed
CS
670
Credit Suisse
Switzerland
– -$1.95M -13,988 Closed
CG
671
CFO4Life Group
Texas
– -$1.59M -11,425 Closed
Janus Henderson Group
672
Janus Henderson Group
United Kingdom
– -$738K -5,293 Closed
Renaissance Technologies
673
Renaissance Technologies
New York
– -$572K -4,101 Closed
AF
674
Alerus Financial
North Dakota
– -$561K -4,029 Closed
CGT
675
Capital Guardian Trust
California
– -$542K -3,892 Closed
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