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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 %
FFWA
701
FRG Family Wealth Advisors
Washington
– -$205K -1,469 Closed
CAG
702
Crestwood Advisors Group
Massachusetts
– -$202K -1,451 Closed
GG
703
Gofen & Glossberg
Illinois
– -$202K -1,450 Closed
CHA
704
Carmichael Hill & Associates
Maryland
– -$202K -1,446 Closed
ZB
705
Zions Bancorporation
Utah
– -$201K -1,442 Closed
SYBT
706
Stock Yards Bank & Trust
Kentucky
– -$201K -1,440 Closed
RVPG
707
Relative Value Partners Group
– -$196K -1,400 Closed
LPIC
708
LeJeune Puetz Investment Counsel
Michigan
– -$118K -850 Closed
MD
709
Money Design
Japan
– -$106K -758 Closed
MWPCG
710
Measured Wealth Private Client Group
New Hampshire
– -$88K -635 Closed
PWAG
711
Polaris Wealth Advisory Group
California
– -$73K -526 Closed
RMAM
712
Raab & Moskowitz Asset Management
New Jersey
– -$71K -516 Closed
PCM
713
Princeton Capital Management
New Jersey
– -$61K -436 Closed
APP
714
Avantax Planning Partners
Iowa
– -$55K -396 Closed
KF
715
Krilogy Financial
Missouri
– -$52K -376 Closed
RCAG
716
Rehmann Capital Advisory Group
Michigan
– -$51.3K -368 Closed
HR
717
Howe & Rusling
New York
– -$42K -300 Closed
KJWM
718
Kiley Juergens Wealth Management
Washington
– -$40K -294 Closed
BCI
719
Brinker Capital Investments
Pennsylvania
– -$31K -222 Closed
MCM
720
Mainstay Capital Management
Michigan
– -$28K -198 Closed
CFA
721
Camarda Financial Advisors
Florida
– -$24K -173 Closed
SWP
722
Strategic Wealth Partners
Ohio
– -$24K -172 Closed
ML
723
McAdam LLC
Pennsylvania
– -$19K -136 Closed
OWA
724
One Wealth Advisors
California
– -$11K -81 Closed
CAG
725
Csenge Advisory Group
Florida
– -$7K -61 Closed
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