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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 %
BFS
151
Bradley Foster & Sargent
Connecticut
$3.51M 26,397 +5,990 +29%
PAI
152
Pittenger & Anderson Inc
Nebraska
$3.45M 25,962 +1,789 +7%
TNBTD
153
Trustmark National Bank Trust Department
Mississippi
$3.37M 25,389 -27,377 -52%
FA
154
Fortis Advisors
Pennsylvania
$3.27M 24,634 +3,296 +15%
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.25M 24,482 +4,267 +21%
PMG
156
ProVise Management Group
Florida
$3.18M 23,920 +97 +0.4%
DSC
157
Duncker Streett & Co
Missouri
$3.15M 23,696 +200 +0.9%
SS
158
Simplicity Solutions
Minnesota
$3.13M 23,584 +4,954 +27%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$3.03M 22,848 +4,364 +24%
WA
160
Waverly Advisors
Alabama
$2.97M 22,387 +2,305 +11%
HA
161
Hamel Associates
New Jersey
$2.97M 22,331 +158 +0.7%
SG Americas Securities
162
SG Americas Securities
New York
$2.92M 22,000 -21,317 -49%
SRSA
163
S.R. Schill & Associates
Washington
$2.9M 21,813 -207 -0.9%
SCG
164
Sonata Capital Group
Washington
$2.79M 20,996 -200 -0.9%
CNBT
165
Canandaigua National Bank & Trust
New York
$2.78M 20,947 +3,260 +18%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$2.78M 20,926 +10,536 +101%
DADC
167
D.A. Davidson & Co
Montana
$2.73M 20,574 +1,810 +10%
SB
168
Simmons Bank
Arkansas
$2.68M 20,212 +56 +0.3%
CGL
169
Clarius Group LLC
Washington
$2.58M 19,456 +168 +0.9%
HB
170
Homrich & Berg
Georgia
$2.57M 19,324 +7,447 +63%
CAAS
171
Capital Asset Advisory Services
Michigan
$2.53M 19,060 -3,001 -14%
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$2.47M 18,602 +18,602 New
KL
173
KWMG LLC
Kansas
$2.47M 18,574 +1,663 +10%
SPC
174
Sigma Planning Corp
Michigan
$2.45M 18,484 +1,129 +7%
GC
175
Gibson Capital
Pennsylvania
$2.39M 18,009 – –
5 6
7
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