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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 %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$17.4M +$617K +4,540 +4%
PP
52
PrairieView Partners
Minnesota
$16.8M +$1.24M +9,136 +8%
SB
53
Suntrust Banks
Georgia
$16.4M +$736K +5,422 +5%
REMPR
54
Roof Eidam Maycock Peralta (REMP)
California
$16.2M -$89.1K -656 -0.5%
CCM
55
Carlson Capital Management
Minnesota
$16.2M +$23.5K +173 +0.1%
CG
56
CFO4Life Group
Texas
$15.5M +$15.5M +11,425 New
HighTower Advisors
57
HighTower Advisors
Illinois
$14.9M -$184K -1,354 -1%
RRC
58
Relaxing Retirement Coach
Massachusetts
$14.9M +$945K +6,959 +7%
USAA
59
United Services Automobile Association
Texas
$14.5M -$11.4M -83,989 -44%
RJA
60
Raymond James & Associates
Florida
$14.1M -$905K -6,667 -6%
IWA
61
Inspirion Wealth Advisors
Illinois
$14M +$571K +4,206 +4%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$13.5M +$1.09M +8,046 +9%
PSUF
63
People's United Financial
Connecticut
$13.3M -$1.09M -8,037 -8%
CL
64
Choreo LLC
Illinois
$13.1M -$2.65M -19,481 -17%
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$13M -$55K -405 -0.4%
Stifel Financial
66
Stifel Financial
Missouri
$13M -$175K -1,286 -1%
BIG
67
Boothe Investment Group
Delaware
$13M +$13M +95,700 New
LIC
68
Lodestar Investment Counsel
Illinois
$12.9M -$273K -2,010 -2%
AMG
69
Asset Management Group
Connecticut
$12.9M +$156K +1,148 +1%
TYCC
70
Texas Yale Capital Corp
Florida
$12.7M -$667K -4,911 -5%
RWM
71
Rezny Wealth Management
Florida
$12.4M +$560K +4,123 +5%
CA
72
Cornerstone Advisory
Maryland
$12.3M +$1.07M +7,861 +9%
Mariner
73
Mariner
Kansas
$12M +$2.41M +17,777 +25%
QIM
74
Quest Investment Management
Oregon
$11.7M – – –
FM
75
Foster & Motley
Ohio
$11.6M -$87.2K -642 -0.7%
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