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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
$211M
2
Bank of America
Bank of America
North Carolina
$797M
3
Betterment LLC
Betterment LLC
New York
$553M
4
RJA
Raymond James & Associates
Florida
$29M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$27.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$6.37M
2
Wells Fargo
Wells Fargo
California
$146M
3
3AM
3EDGE Asset Management
Florida
$7.16M
4
QI
QS Investors
New York
$17.2M
5
SEI Investments
SEI Investments
Pennsylvania
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
76
Boothe Investment Group
Delaware
$9.83M -$1.19M -10,446 -11%
FM
77
Foster & Motley
Ohio
$9.54M +$78K +684 +0.8%
CA
78
Cornerstone Advisory
Maryland
$9.3M -$1.51M -13,251 -14%
SGAM
79
Stephens Group Asset Management
Arkansas
$9.17M +$9.17M +80,404 New
F
80
F3Logic
Minnesota
$8.85M +$8.07M +70,763 +1,037%
ONB
81
Old National Bancorp
Indiana
$8.83M +$2.69M +23,553 +44%
ACM
82
Advisors Capital Management
New Jersey
$8.65M +$6.51M +57,084 +304%
BIA
83
BHK Investment Advisors
Alabama
$8.63M +$457K +4,006 +6%
NCMW
84
Northern Capital Management (Wisconsin)
Wisconsin
$8M +$330K +2,895 +4%
BCIM
85
Bishop & Co Investment Management
Pennsylvania
$7.9M +$228K +1,997 +3%
RWM
86
Rezny Wealth Management
Florida
$7.77M -$471K -4,133 -6%
AllianceBernstein
87
AllianceBernstein
Tennessee
$7.61M +$1.27M +11,124 +20%
AIS
88
American Investment Services
Massachusetts
$7.59M +$1.05M +9,176 +16%
CM
89
Columbus Macro
Pennsylvania
$7.57M +$7.57M +66,325 New
MA
90
MUFG Americas
New York
$7.54M +$2.11M +18,480 +39%
PCG
91
Private Capital Group
Connecticut
$7.36M +$637K +5,583 +9%
MGIA
92
Moneta Group Investment Advisors
Missouri
$7.36M +$2.97M +26,033 +68%
LIA
93
LS Investment Advisors
Michigan
$7.26M -$429K -3,764 -6%
Citigroup
94
Citigroup
New York
$7.22M +$32.4K +284 +0.5%
3AM
95
3EDGE Asset Management
Florida
$7.16M -$50.8M -444,960 -88%
IFS
96
Ifrah Financial Services
Arkansas
$7.04M -$243K -2,132 -3%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$6.94M -$152K -1,332 -2%
TWP
98
Total Wealth Planning
Ohio
$6.86M +$6.86M +60,178 New
NFG
99
NewFocus Financial Group
Washington
$6.46M +$2.23M +19,534 +53%
BWM
100
Brickley Wealth Management
California
$6.45M +$21.6K +189 +0.3%
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4
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