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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

579 hedge funds and large institutions have $5.97B invested in Vanguard Small-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 251 increasing their positions, 126 reducing their positions, and 31 closing their positions.

Holders
579
Holders Change
+83
Holders Change %
+16.73%
% of All Funds
13.15%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
1.04%
New
118
Increased
251
Reduced
126
Closed
31
Calls
$2.22M
Puts
$797K
Net Calls
+$1.42M
Net Calls Change
-$95K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$491M
2
Bank of America
2
Bank of America
North Carolina
$982M
3
MAG
3
Mokosak Advisory Group
Iowa
$24.3M
4
A
4
AdvicePeriod
California
$23.4M
5
TC
5
Trilogy Capital
California
$19.5M

Top Sellers

1
Citigroup
1
Citigroup
New York
$7.54M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
3AM
4
3EDGE Asset Management
Florida
$35.4M
5
PAG
5
Private Advisor Group
New Jersey
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$14.6M 109,610 +5,553 +5%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$14.5M 109,322 +2,061 +2%
GT
53
Glenmede Trust
Pennsylvania
$14.4M 108,243 +48,615 +82%
KTM
54
Keeler Thomas Management
Utah
$14M 106,052 +106,052 New
TYCC
55
Texas Yale Capital Corp
Florida
$13.3M 99,842 +1,718 +2%
LIC
56
Lodestar Investment Counsel
Illinois
$13.1M 98,305 -819 -0.8%
CL
57
Choreo LLC
Illinois
$13M 98,204 +15,111 +18%
WCAMG
58
Woodard & Company Asset Management Group
North Carolina
$12.7M 95,388 +95,388 New
IWA
59
Inspirion Wealth Advisors
Illinois
$12.4M 93,331 +478 +0.5%
Stifel Financial
60
Stifel Financial
Missouri
$12.4M 93,172 -6,059 -6%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$12.1M 91,166 +4,417 +5%
RRC
62
Relaxing Retirement Coach
Massachusetts
$11.9M 89,472 +89,472 New
AMG
63
Asset Management Group
Connecticut
$11.6M 87,609 +2,547 +3%
PFA
64
Pinnacle Family Advisors
Missouri
$11.6M 87,110 +87,110 New
FM
65
Foster & Motley
Ohio
$11.5M 86,714 -168 -0.2%
QIM
66
Quest Investment Management
Oregon
$11.5M 86,445 – –
B
67
Bailard
California
$10.8M 81,487 +25,470 +45%
FHA
68
First Horizon Advisors
Tennessee
$10.7M 80,030 +2,214 +3%
RWM
69
Rezny Wealth Management
Florida
$10.5M 79,437 +2,578 +3%
NCMW
70
Northern Capital Management (Wisconsin)
Wisconsin
$10.3M 77,717 +17,805 +30%
TSS
71
Two Sigma Securities
New York
$10.3M 77,192 +43,183 +127%
Mariner
72
Mariner
Kansas
$9.94M 74,838 +8,659 +13%
BSW
73
Buckingham Strategic Wealth
Missouri
$9.84M 74,126 -878 -1%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$9.47M 71,343 +22,889 +47%
AG
75
Advisor Group
Arizona
$9.25M 69,604 +6,999 +11%
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