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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 %
JFA
151
Johanson Financial Advisors
California
$3.38M +$673K +4,956 +25%
MCP
152
Mirador Capital Partners
California
$3.27M -$80.9K -596 -2%
DSC
153
Duncker Streett & Co
Missouri
$3.27M +$40.9K +301 +1%
DADC
154
D.A. Davidson & Co
Montana
$3.26M +$123K +904 +4%
HA
155
Hamel Associates
New Jersey
$3.23M +$175K +1,291 +6%
BTS
156
BB&T Securities
Virginia
$3.22M -$213K -1,569 -6%
MGIA
157
Moneta Group Investment Advisors
Missouri
$3.12M +$630K +4,640 +25%
SCG
158
Sonata Capital Group
Washington
$3.11M +$136K +1,000 +5%
AWA
159
ARS Wealth Advisors
Florida
$3.05M -$383K -2,823 -11%
WA
160
Waverly Advisors
Alabama
$3.04M +$138K +1,017 +5%
DY
161
Dowling & Yahnke
California
$3.04M -$157K -1,159 -5%
KL
162
KWMG LLC
Kansas
$3.01M +$273K +2,007 +10%
CAAS
163
Capital Asset Advisory Services
Michigan
$2.95M +$241K +1,777 +9%
HB
164
Homrich & Berg
Georgia
$2.94M +$287K +2,111 +11%
AFP
165
Ausdal Financial Partners
Iowa
$2.94M +$478K +3,520 +19%
SRSA
166
S.R. Schill & Associates
Washington
$2.87M -$78.9K -581 -3%
CGL
167
Clarius Group LLC
Washington
$2.76M +$104K +769 +4%
SB
168
Simmons Bank
Arkansas
$2.7M -$54.8K -404 -2%
PA
169
Probity Advisors
Texas
$2.66M -$168K -1,239 -6%
ACM
170
Advisors Capital Management
New Jersey
$2.64M -$2.07M -15,278 -44%
WIC
171
Woodmont Investment Counsel
Tennessee
$2.63M +$194K +1,430 +8%
SPC
172
Sigma Planning Corp
Michigan
$2.58M +$6.52K +48 +0.3%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$2.53M -$341K -2,511 -12%
ATC
174
Argent Trust Co
Tennessee
$2.46M +$1.47M +10,796 +148%
US Bancorp
175
US Bancorp
Minnesota
$2.45M +$41.1K +303 +2%
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