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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 %
LFG
126
LifePlan Financial Group
Ohio
$4.77M +$189K +1,389 +4%
SS
127
Simplicity Solutions
Minnesota
$4.62M +$621K +4,570 +16%
HR
128
Howe & Rusling
New York
$4.56M +$4.56M +33,570 New
CWM
129
Cranbrook Wealth Management
Michigan
$4.55M -$174K -1,280 -4%
PAG
130
Private Advisor Group
New Jersey
$4.52M -$9.94M -73,119 -69%
CC
131
Courier Capital
New York
$4.51M -$14.9K -110 -0.3%
Northern Trust
132
Northern Trust
Illinois
$4.5M -$15.1K -111 -0.3%
GFPC
133
Global Financial Private Capital
Florida
$4.26M -$4.21K -31 -0.1%
MAS
134
Managed Account Services
Florida
$4.24M -$81.2K -598 -2%
NFC
135
Northeast Financial Consultants
Connecticut
$4.23M – – –
MWM
136
Merriman Wealth Management
Washington
$4.22M +$3.16M +23,255 +298%
SHCM
137
Stokes & Hubbell Capital Management
Louisiana
$4.14M -$257K -1,891 -6%
PI
138
PHH Investments
Texas
$4.09M +$22.1K +163 +0.5%
CT
139
Coastline Trust
Rhode Island
$4.06M +$187K +1,375 +5%
BEAM
140
Baker Ellis Asset Management
Washington
$3.99M +$363K +2,676 +10%
WT
141
Whittier Trust
California
$3.97M -$1.01M -7,470 -20%
Jane Street
142
Jane Street
New York
$3.96M +$1.67M +12,310 +73%
IA
143
Independence Advisors
Pennsylvania
$3.82M -$209K -1,540 -5%
MCM
144
Manchester Capital Management
Vermont
$3.81M -$5.02K -37 -0.1%
EGA
145
E&G Advisors
Texas
$3.75M -$17.8K -131 -0.5%
BFS
146
Bradley Foster & Sargent
Connecticut
$3.71M -$336K -2,471 -8%
WIC
147
Whitegate Investment Counselors
New Hampshire
$3.7M +$10.7K +79 +0.3%
WBC
148
West Branch Capital
Massachusetts
$3.66M -$15.6K -115 -0.4%
FC
149
Forte Capital
New York
$3.57M -$6.52K -48 -0.2%
PAI
150
Pittenger & Anderson Inc
Nebraska
$3.42M -$45.1K -332 -1%
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