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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 %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.8M +$310K +2,282 +5%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$6.68M +$1.32M +9,754 +25%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.57M +$212K +1,558 +3%
AWM
104
Avior Wealth Management
Nebraska
$6.51M -$5.97K -44 -0.1%
FCI
105
Financial Counselors Inc
Kansas
$6.41M +$90.3K +665 +1%
MA
106
MUFG Americas
New York
$6.29M +$48.8K +359 +0.8%
BWFA
107
Baltimore-Washington Financial Advisors
Maryland
$6.23M +$25.7K +189 +0.4%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$6.21M -$1.77M -13,066 -22%
SFM
109
Signet Financial Management
New Jersey
$6.16M -$261K -1,921 -4%
SPIA
110
Steward Partners Investment Advisory
New York
$6.15M +$104K +769 +2%
Truist Financial
111
Truist Financial
North Carolina
$6.12M -$56.8K -418 -0.9%
TAM
112
Tocqueville Asset Management
New York
$6.1M +$6.1M +44,892 New
GC
113
Garde Capital
Washington
$5.97M -$161K -1,182 -3%
TW
114
Towerpoint Wealth
California
$5.95M +$797K +5,867 +15%
Vanguard Group
115
Vanguard Group
Pennsylvania
$5.94M +$265K +1,953 +5%
PFM
116
Phillips Financial Management
Indiana
$5.52M -$50.1K -368 -0.9%
SFG
117
Sage Financial Group
Pennsylvania
$5.4M +$120K +881 +2%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$5.38M +$865K +6,373 +19%
AIM
119
Allen Investment Management
New York
$5.27M – – –
SG Americas Securities
120
SG Americas Securities
New York
$5.24M +$2.12M +15,578 +68%
GP
121
Girard Partners
Pennsylvania
$5.08M -$227K -1,669 -4%
NFG
122
NewFocus Financial Group
Washington
$5.08M +$80K +589 +2%
CS
123
Comerica Securities
Michigan
$5.01M +$7.88K +58 +0.2%
SC
124
Savant Capital
Illinois
$4.94M -$125K -917 -2%
IA
125
IFP Advisors
Florida
$4.82M -$78.9K -581 -2%
3 4
5
6 7