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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 %
SWM
126
Shakespeare Wealth Management
Wisconsin
$4.68M -$877K -7,687 -16%
PPP
127
Private Portfolio Partners
New Jersey
$4.63M +$4.63M +40,554 New
FFG
128
Ford Financial Group
California
$4.6M -$2.59M -22,731 -36%
WFM
129
Wolff Financial Management
Michigan
$4.59M +$4.59M +40,258 New
Kayne Anderson Rudnick Investment Management
130
Kayne Anderson Rudnick Investment Management
California
$4.55M +$4.55M +39,870 New
NFC
131
Northeast Financial Consultants
Connecticut
$4.54M +$1.16M +10,200 +34%
PFM
132
Phillips Financial Management
Indiana
$4.46M -$128K -1,125 -3%
AIM
133
Allen Investment Management
New York
$4.43M – – –
QCM
134
Quadrant Capital Management
New Jersey
$4.24M +$4.24M +37,165 New
MAS
135
Managed Account Services
Florida
$4.15M +$369K +2,948 +10%
Northern Trust
136
Northern Trust
Illinois
$4.14M -$118K -1,038 -3%
SC
137
Savant Capital
Illinois
$4.12M -$38.3K -336 -0.9%
PP
138
PagnatoKarp Partners
Virginia
$4.08M +$4.08M +35,745 New
LFG
139
LifePlan Financial Group
Ohio
$3.97M -$87.5K -767 -2%
RWP
140
RWA Wealth Partners
Massachusetts
$3.94M -$122K -1,067 -3%
CC
141
Courier Capital
New York
$3.93M +$73.5K +644 +2%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$3.87M -$2.53M -22,167 -40%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$3.83M +$3.83M +33,541 New
MCM
144
Manchester Capital Management
Vermont
$3.81M +$51.9K +382 +1%
CWM
145
Cranbrook Wealth Management
Michigan
$3.78M -$44.4K -389 -1%
MPW
146
MA Private Wealth
California
$3.58M +$3.58M +31,384 New
IA
147
IFP Advisors
Florida
$3.49M -$52.1K -460 -1%
BEAM
148
Baker Ellis Asset Management
Washington
$3.44M -$68.4K -600 -2%
DADC
149
D.A. Davidson & Co
Montana
$3.29M +$128K +1,125 +4%
BTS
150
BB&T Securities
Virginia
$3.26M +$359K +3,148 +12%
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