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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 %
B
76
Bailard
California
$11.5M +$210K +1,550 +2%
SCA
77
Spearhead Capital Advisors
Florida
$11M +$287K +2,114 +3%
BFA
78
Bragg Financial Advisors
North Carolina
$10.5M +$1.14M +8,390 +12%
BIA
79
BHK Investment Advisors
Alabama
$9.8M -$190K -1,402 -2%
Citigroup
80
Citigroup
New York
$9.69M +$523K +3,848 +6%
FFG
81
Ford Financial Group
California
$9.54M +$3.49M +23,137 +58%
NCMW
82
Northern Capital Management (Wisconsin)
Wisconsin
$9.21M -$346K -2,550 -4%
Comerica Bank
83
Comerica Bank
Texas
$9.05M +$2.45M +17,685 +37%
IFS
84
Ifrah Financial Services
Arkansas
$8.89M +$204K +1,504 +2%
BCIM
85
Bishop & Co Investment Management
Pennsylvania
$8.8M +$315K +2,319 +4%
FHA
86
First Horizon Advisors
Tennessee
$8.76M +$517K +3,811 +6%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$8.49M +$151K +1,110 +2%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$8.32M -$476K -3,505 -5%
FAAS
89
First Allied Advisory Services
California
$8.28M +$510K +3,748 +7%
LIA
90
LS Investment Advisors
Michigan
$8.13M +$1.5M +11,040 +23%
PCG
91
Private Capital Group
Connecticut
$7.87M +$472K +3,477 +6%
AIS
92
American Investment Services
Massachusetts
$7.68M +$17.8K +131 +0.2%
FA
93
Fortis Advisors
Pennsylvania
$7.56M -$229K -1,683 -3%
BWM
94
Brickley Wealth Management
California
$7.56M -$382K -2,812 -5%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$7.54M -$98.2K -723 -1%
NWM
96
Northwest Wealth Management
Iowa
$7.53M +$80.4K +592 +1%
AG
97
Advisor Group
Arizona
$7.33M -$2.86M -21,071 -28%
OBWP
98
O'Brien Wealth Partners
Massachusetts
$7.18M -$494K -3,638 -6%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$7M +$278K +2,050 +4%
ONB
100
Old National Bancorp
Indiana
$6.84M +$503K +3,706 +8%
2 3
4
5 6