VBR icon

Vanguard Small-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
Exencial Wealth Advisors
Oklahoma
$2.04M +$178K +1,308 +10%
AF
202
Allworth Financial
California
$2.03M +$35.6K +262 +2%
CCA
203
Clearwater Capital Advisors
Illinois
$2.01M +$40.3K +297 +2%
BC
204
Burleson & Co
California
$1.98M +$22.5K +166 +1%
CS
205
Cannell & Spears
New York
$1.97M -$35.3K -260 -2%
HFS
206
HL Financial Services
Kentucky
$1.95M -$69K -508 -3%
FAIM
207
Financial Advocates Investment Management
Washington
$1.95M +$215K +1,577 +12%
LFAS
208
Level Four Advisory Services
Texas
$1.87M -$18.5K -136 -1%
BJL
209
Brighton Jones LLC
Washington
$1.84M +$195K +1,437 +12%
CPIG
210
Chicago Partners Investment Group
Illinois
$1.83M +$5.57K +41 +0.3%
VFA
211
Voya Financial Advisors
Connecticut
$1.82M +$72.4K +533 +4%
SWM
212
SVA Wealth Management
Wisconsin
$1.82M -$781K -5,756 -30%
Fiera Capital (Canada)
213
Fiera Capital (Canada)
Quebec, Canada
$1.81M +$190K +1,396 +12%
CANC
214
Culbertson A N & Co
Virginia
$1.77M +$84.9K +625 +5%
M&T Bank
215
M&T Bank
New York
$1.75M -$269K -1,984 -13%
CCM
216
Condor Capital Management
New Jersey
$1.75M -$25K -184 -1%
FUBT
217
First United Bank & Trust
Maryland
$1.74M +$320K +2,356 +23%
FWP
218
FAS Wealth Partners
Kansas
$1.63M -$87.3K -643 -5%
CA
219
Cetera Advisors
Colorado
$1.63M -$114K -837 -7%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$1.63M +$23.8K +175 +1%
FHC
221
First Heartland Consultants
Missouri
$1.6M -$116K -855 -7%
QCG
222
Quadrant Capital Group
Ohio
$1.56M
DIA
223
Davidson Investment Advisors
Montana
$1.55M
EAM
224
Evanson Asset Management
California
$1.47M +$1.36K +10 +0.1%
GC
225
Gilbert & Cook
Iowa
$1.47M -$77.5K -571 -5%