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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 %
SC
101
Savant Capital
Illinois
$6.17M 46,474 -14,624 -24%
HCMT
102
Highland Capital Management (Tennessee)
Tennessee
$6.16M 46,426 +5,461 +13%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$6.06M 45,675 +536 +1%
MA
104
MUFG Americas
New York
$6.05M 45,562 +325 +0.7%
FCI
105
Financial Counselors Inc
Kansas
$6.03M 45,400 -1,793 -4%
GC
106
Garde Capital
Washington
$6.01M 45,269 -2,387 -5%
Truist Financial
107
Truist Financial
North Carolina
$6M 45,181 +166 +0.4%
SWM
108
Shakespeare Wealth Management
Wisconsin
$5.86M 44,127 +44,127 New
SPIA
109
Steward Partners Investment Advisory
New York
$5.75M 43,281 +1,461 +3%
ONB
110
Old National Bancorp
Indiana
$5.72M 43,052 +3,687 +9%
PFM
111
Phillips Financial Management
Indiana
$5.68M 42,216 -701 -2%
Vanguard Group
112
Vanguard Group
Pennsylvania
$5.6M 42,204 +54 +0.1%
PA
113
Probity Advisors
Texas
$5.36M 40,380 -8,437 -17%
MWM
114
Merriman Wealth Management
Washington
$5.32M 40,089 +1,525 +4%
Comerica Bank
115
Comerica Bank
Texas
$5.26M 38,144 +3,021 +9%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$5.18M 39,040 +7,809 +25%
AIM
117
Allen Investment Management
New York
$5.16M 38,843 – –
LIA
118
LS Investment Advisors
Michigan
$5.07M 38,198 +3,750 +11%
SFG
119
Sage Financial Group
Pennsylvania
$5.03M 37,846 +5,437 +17%
NFG
120
NewFocus Financial Group
Washington
$4.92M 37,062 -36 -0.1%
FFG
121
Ford Financial Group
California
$4.91M 36,397 +36,397 New
IA
122
IFP Advisors
Florida
$4.79M 36,045 +6,408 +22%
GFPC
123
Global Financial Private Capital
Florida
$4.77M 35,891 -4,269 -11%
CWM
124
Cranbrook Wealth Management
Michigan
$4.74M 35,726 -741 -2%
PI
125
PHH Investments
Texas
$4.74M 35,679 +4,181 +13%
3 4
5
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