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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
+$109M
2
Bank of America
Bank of America
North Carolina
+$19.6M
3
Betterment LLC
Betterment LLC
New York
+$19M
4
RJA
Raymond James & Associates
Florida
+$15.9M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$11.6M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$777M
2
Wells Fargo
Wells Fargo
California
-$55.6M
3
3AM
3EDGE Asset Management
Florida
-$50.8M
4
QI
QS Investors
New York
-$24.8M
5
SEI Investments
SEI Investments
Pennsylvania
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$2.12M -$69.7K -611 -3%
GIM
202
Goelzer Investment Management
Indiana
$2.12M +$60.9K +534 +3%
ATC
203
Argent Trust Co
Tennessee
$2.1M +$30K +263 +1%
Fiera Capital (Canada)
204
Fiera Capital (Canada)
Quebec, Canada
$2.08M +$189K +1,660 +10%
WBC
205
West Branch Capital
Massachusetts
$2.08M -$970K -8,501 -32%
CDH
206
Charles D. Hyman
$2.02M -$13.7K -120 -0.7%
CB
207
Commerce Bank
Missouri
$2M +$774K +6,784 +63%
HDIM
208
Hanson & Doremus Investment Management
Vermont
$1.98M -$42.8K -375 -2%
USAA
209
United Services Automobile Association
Texas
$1.87M -$10.3M -90,100 -85%
CG
210
Colony Group
Massachusetts
$1.86M -$256K -2,245 -12%
MAFM
211
Mid Atlantic Financial Management
Pennsylvania
$1.86M +$1.86M +16,309 New
PFA
212
Pathway Financial Advisors
Vermont
$1.85M -$5.59K -49 -0.3%
ST
213
Smithfield Trust
Pennsylvania
$1.85M +$1.83K +16 +0.1%
BRWM
214
B. Riley Wealth Management
Tennessee
$1.85M +$18.1K +159 +1%
MJRIC
215
Mogy Joel R Investment Counsel
California
$1.84M -$8.55K -75 -0.5%
WP
216
WealthShield Partners
North Carolina
$1.82M +$19.5K +171 +1%
VFA
217
Voya Financial Advisors
Connecticut
$1.82M +$171K +1,509 +10%
ACA
218
Atlas Capital Advisors
Wyoming
$1.81M -$1.21M -10,572 -40%
APSP
219
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.79M +$49.7K +436 +3%
LFG
220
Larson Financial Group
Missouri
$1.78M -$9.81K -86 -0.5%
CPIG
221
Chicago Partners Investment Group
Illinois
$1.76M +$102K +840 +6%
CS
222
Comerica Securities
Michigan
$1.76M -$3.11M -27,286 -64%
WLIM
223
White Lighthouse Investment Management
Massachusetts
$1.75M -$173K -1,520 -9%
WFPG
224
Waller Financial Planning Group
Ohio
$1.75M +$1.75M +15,333 New
JIP
225
Jaffetilchin Investment Partners
Florida
$1.73M +$12.4K +109 +0.7%
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