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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.01B 7,633,018 +119,971 +2%
Bank of America
2
Bank of America
North Carolina
$982M 7,395,125 +274,521 +4%
Betterment LLC
3
Betterment LLC
New York
$491M 3,697,153 +701,968 +23%
Morgan Stanley
4
Morgan Stanley
New York
$309M 2,329,461 +99,807 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$183M 1,378,382 +19,697 +1%
Wells Fargo
6
Wells Fargo
California
$143M 1,079,312 -54,325 -5%
UBS Group
7
UBS Group
Switzerland
$123M 922,600 +17,540 +2%
AssetMark Inc
8
AssetMark Inc
California
$121M 907,735 +91,232 +11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$110M 822,448 -19,542 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$106M 795,592 +13,329 +2%
LPL Financial
11
LPL Financial
California
$89.7M 675,515 +75,375 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$71.9M 541,623 +28,050 +5%
LC
13
Lourd Capital
California
$67.6M 508,896 +1,958 +0.4%
TF
14
TIAA FSB
Florida
$65M 489,752 +1,186 +0.2%
PCA
15
Personal Capital Advisors
California
$63.6M 479,025 +43,691 +10%
Ameriprise
16
Ameriprise
Minnesota
$57.1M 431,771 +57,537 +15%
QI
17
QS Investors
New York
$55.7M 419,302 -5,100 -1%
UCFA
18
United Capital Financial Advisors
Texas
$54.2M 405,827 +7,611 +2%
MG
19
Mather Group
Illinois
$49.6M 373,785 +23,941 +7%
SEI Investments
20
SEI Investments
Pennsylvania
$43.5M 327,633 -12,337 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$43.2M 325,627 +5,074 +2%
EA
22
Efficient Advisors
Ohio
$41.1M 309,320 +211 +0.1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$39.8M 299,678 +6,517 +2%
3AM
24
3EDGE Asset Management
Florida
$35.4M 266,500 -118,300 -31%
MMA
25
Miracle Mile Advisors
California
$34.2M 257,599 +12,207 +5%
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