VBR icon

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 %
MCP
176
Mirador Capital Partners
California
$2.66M -$134K -1,176 -5%
NHC
177
Nicholas Hoffman & Company
Georgia
$2.61M +$2.12M +18,563 +429%
SCG
178
Sonata Capital Group
Washington
$2.6M -$171K -1,500 -6%
JFA
179
Johanson Financial Advisors
California
$2.59M -$563K -4,938 -18%
CAAS
180
Capital Asset Advisory Services
Michigan
$2.55M -$456 -4 -0%
William Blair & Company
181
William Blair & Company
Illinois
$2.51M +$645K +5,653 +35%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$2.51M +$2.51M +28,743 New
AWA
183
ARS Wealth Advisors
Florida
$2.49M -$60.1K -527 -2%
Cerity Partners
184
Cerity Partners
New York
$2.48M +$342K +3,002 +16%
WIC
185
Woodmont Investment Counsel
Tennessee
$2.47M +$225K +1,974 +10%
TAM
186
Tocqueville Asset Management
New York
$2.44M -$2.66M -23,350 -52%
HFS
187
HL Financial Services
Kentucky
$2.39M +$555K +4,864 +30%
HFA
188
Huber Financial Advisors
Illinois
$2.38M +$1.54M +13,532 +185%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$2.37M +$248K +2,173 +12%
SPC
190
Sigma Planning Corp
Michigan
$2.34M +$187K +1,639 +9%
SWA
191
Stratos Wealth Advisors
Ohio
$2.31M +$2.31M +20,267 New
BWA
192
BDO Wealth Advisors
Florida
$2.3M +$2.24M +19,621 +3,803%
SB
193
Simmons Bank
Arkansas
$2.3M +$15.1K +132 +0.7%
CA
194
CapWealth Advisors
Tennessee
$2.29M +$1.28M +11,208 +127%
BDF
195
Black Diamond Financial
Maryland
$2.27M +$2.27M +20,041 New
PAI
196
Pittenger & Anderson Inc
Nebraska
$2.26M -$247K -2,168 -10%
AF
197
Allworth Financial
California
$2.25M +$359K +3,150 +19%
BC
198
Burleson & Co
California
$2.17M +$185K +1,397 +9%
PA
199
Probity Advisors
Texas
$2.17M -$35.8K -314 -2%
CM
200
Cornerstone Management
Georgia
$2.15M +$2.15M +18,827 New
6 7
8
9 10