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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 %
WT
126
Whittier Trust
California
$4.7M 35,361 +8,943 +34%
CS
127
Comerica Securities
Michigan
$4.69M 35,339 -416 -1%
FTS
128
Fifth Third Securities
Ohio
$4.6M 34,650 +1,033 +3%
CC
129
Courier Capital
New York
$4.41M 33,199 -681 -2%
TW
130
Towerpoint Wealth
California
$4.37M 32,900 +32,900 New
MCP
131
Mirador Capital Partners
California
$4.34M 32,681 +838 +3%
PSF
132
Pacific Sun Financial
California
$4.34M 32,681 +32,681 New
LFG
133
LifePlan Financial Group
Ohio
$4.25M 33,268 – –
MAS
134
Managed Account Services
Florida
$4.24M 31,936 +708 +2%
BTS
135
BB&T Securities
Virginia
$4.19M 31,565 +9,348 +42%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$4.18M 31,511 -2,838 -8%
NFC
137
Northeast Financial Consultants
Connecticut
$4.14M 31,185 – –
AIS
138
American Investment Services
Massachusetts
$3.99M 30,012 +30,012 New
Northern Trust
139
Northern Trust
Illinois
$3.98M 29,997 -116 -0.4%
MCM
140
Manchester Capital Management
Vermont
$3.93M 29,559 -1,725 -6%
IA
141
Independence Advisors
Pennsylvania
$3.73M 28,106 -253 -0.9%
DY
142
Dowling & Yahnke
California
$3.71M 27,942 +3,525 +14%
US Bancorp
143
US Bancorp
Minnesota
$3.67M 27,654 +2,160 +8%
SHCM
144
Stokes & Hubbell Capital Management
Louisiana
$3.66M 27,538 +2,090 +8%
EGA
145
E&G Advisors
Texas
$3.61M 27,190 +707 +3%
CT
146
Coastline Trust
Rhode Island
$3.58M 26,925 +1,260 +5%
WIC
147
Whitegate Investment Counselors
New Hampshire
$3.55M 26,735 -1,529 -5%
AWA
148
ARS Wealth Advisors
Florida
$3.53M 26,593 -1,836 -6%
BEAM
149
Baker Ellis Asset Management
Washington
$3.52M 26,510 -659 -2%
FC
150
Forte Capital
New York
$3.51M 26,470 -1,249 -5%
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