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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

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.

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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.14B
2
CWM
2
Cornerstone Wealth Management
Missouri
$55.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$120M
4
Betterment LLC
4
Betterment LLC
New York
$590M
5
3AM
5
3EDGE Asset Management
Florida
$66.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$43M
2
Bank of America
2
Bank of America
North Carolina
$918M
3
GT
3
Glenmede Trust
Pennsylvania
$0
4
PFA
4
Pinnacle Family Advisors
Missouri
$0
5
MG
5
Mather Group
Illinois
$42.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.14B 8,356,642 +521,304 +7%
Bank of America
2
Bank of America
North Carolina
$918M 6,763,025 -232,255 -3%
Betterment LLC
3
Betterment LLC
New York
$590M 4,345,827 +211,579 +5%
Morgan Stanley
4
Morgan Stanley
New York
$317M 2,337,604 +60,417 +3%
Ameriprise
5
Ameriprise
Minnesota
$197M 1,448,255 -63,297 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$191M 1,406,871 +26,544 +2%
Wells Fargo
7
Wells Fargo
California
$148M 1,086,852 -67,222 -6%
AssetMark Inc
8
AssetMark Inc
California
$132M 974,499 +94,134 +11%
UBS Group
9
UBS Group
Switzerland
$126M 926,888 +43,943 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$120M 885,195 +362,541 +69%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$113M 832,978 -21,641 -3%
LPL Financial
12
LPL Financial
California
$99.8M 734,774 +2,751 +0.4%
PCA
13
Personal Capital Advisors
California
$84.7M 623,390 +79,154 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$79.4M 584,734 +40,283 +7%
TF
15
TIAA FSB
Florida
$66.9M 492,449 -8,338 -2%
3AM
16
3EDGE Asset Management
Florida
$66.3M 488,500 +174,200 +55%
UCFA
17
United Capital Financial Advisors
Texas
$64.2M 472,876 +8,365 +2%
LC
18
Lourd Capital
California
$62.3M 458,848 -55,425 -11%
SEI Investments
19
SEI Investments
Pennsylvania
$58.2M 428,263 +10,245 +2%
CWM
20
Cornerstone Wealth Management
Missouri
$55.2M 7,513,139 +7,459,070 +13,795%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$45.9M 337,783 -3,878 -1%
Goldman Sachs
22
Goldman Sachs
New York
$43M 316,411 -765,641 -71%
MG
23
Mather Group
Illinois
$42.5M 312,827 -93,081 -23%
EA
24
Efficient Advisors
Ohio
$41.7M 306,841 -2,708 -0.9%
MMA
25
Miracle Mile Advisors
California
$39.5M 290,572 +5,929 +2%
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