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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 %
WIC
176
Woodmont Investment Counsel
Tennessee
$2.36M 17,754 -7 -0%
W
177
WealthShield
North Carolina
$2.33M 17,383 +17,383 New
WP
178
WealthShield Partners
North Carolina
$2.33M 17,383 +17,383 New
William Blair & Company
179
William Blair & Company
Illinois
$2.25M 16,922 +2,218 +15%
MFT
180
Moisand Fitzgerald Tamayo
Florida
$2.24M 16,901 +146 +0.9%
ST
181
Smithfield Trust
Pennsylvania
$2.23M 16,768 +3,106 +23%
FIM
182
Freedom Investment Management
Connecticut
$2.22M 16,739 -2,030 -11%
CG
183
Colony Group
Massachusetts
$2.2M 16,563 -1,068 -6%
PFA
184
Pathway Financial Advisors
Vermont
$2.2M 16,559 +16,559 New
MJRIC
185
Mogy Joel R Investment Counsel
California
$2.19M 16,526 +24 +0.1%
JFA
186
Johanson Financial Advisors
California
$2.19M 16,502 +3,081 +23%
IH
187
IFC Holdings
Florida
$2.15M 16,164 +831 +5%
APSP
188
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.14M 16,101 +1,279 +9%
KeyBank National Association
189
KeyBank National Association
Ohio
$2.05M 15,400 +1,591 +12%
CDH
190
Charles D. Hyman
$2.01M 15,155 -160 -1%
AF
191
Allworth Financial
California
$2M 15,050 -332 -2%
GIM
192
Goelzer Investment Management
Indiana
$1.99M 14,978 +431 +3%
BP
193
BBR Partners
New York
$1.98M 14,908 +14,908 New
FWP
194
FAS Wealth Partners
Kansas
$1.98M 14,898 +12,629 +557%
JIP
195
Jaffetilchin Investment Partners
Florida
$1.97M 14,825 +166 +1%
CS
196
Cannell & Spears
New York
$1.96M 14,770 +825 +6%
SWM
197
SVA Wealth Management
Wisconsin
$1.95M 14,670 -4,485 -23%
BCA
198
Berman Capital Advisors
Georgia
$1.95M 14,670 +14,670 New
MFW
199
Mosaic Family Wealth
Missouri
$1.93M 14,558 -103 -0.7%
EAM
200
Evanson Asset Management
California
$1.92M 14,452 +1,466 +11%
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