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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.

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
1
Envestnet Asset Management
Illinois
$211M
2
SF
2
Summit Financial
New Jersey
$20.3M
3
Bank of America
3
Bank of America
North Carolina
$797M
4
Betterment LLC
4
Betterment LLC
New York
$553M
5
QCM
5
Quest Capital Management
Texas
$16.2M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$6.37M
2
Wells Fargo
2
Wells Fargo
California
$146M
3
3AM
3
3EDGE Asset Management
Florida
$7.16M
4
QI
4
QS Investors
New York
$17.2M
5
SEI Investments
5
SEI Investments
Pennsylvania
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.03B 9,074,640 +60,716 +0.7%
Bank of America
2
Bank of America
North Carolina
$797M 6,987,583 +171,947 +3%
Betterment LLC
3
Betterment LLC
New York
$553M 4,848,558 +166,284 +4%
Morgan Stanley
4
Morgan Stanley
New York
$257M 2,253,654 +62,011 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$211M 1,853,224 +955,734 +106%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$155M 1,359,627 -33,692 -2%
Wells Fargo
7
Wells Fargo
California
$146M 1,278,785 -487,038 -28%
AssetMark Inc
8
AssetMark Inc
California
$124M 1,084,677 +35,822 +3%
UBS Group
9
UBS Group
Switzerland
$110M 964,855 +28,033 +3%
LPL Financial
10
LPL Financial
California
$86.6M 758,836 -6,525 -0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$81.2M 712,277 -98,145 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$78.3M 686,632 +73,378 +12%
PCA
13
Personal Capital Advisors
California
$72.9M 638,848 -42,642 -6%
Goldman Sachs
14
Goldman Sachs
New York
$67.6M 592,974 +59,908 +11%
TF
15
TIAA FSB
Florida
$65M 570,302 +78,529 +16%
Ameriprise
16
Ameriprise
Minnesota
$58.1M 510,327 -19,908 -4%
UCFA
17
United Capital Financial Advisors
Texas
$54.6M 479,120 -5,892 -1%
LC
18
Lourd Capital
California
$52.9M 464,093 +6,818 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$40.6M 356,047 -475 -0.1%
MIS
20
Morningstar Investment Services
Illinois
$40.2M 352,001 +1,281 +0.4%
EA
21
Efficient Advisors
Ohio
$35.1M 307,502 +11,006 +4%
MG
22
Mather Group
Illinois
$30.2M 265,016 -18,516 -7%
RJA
23
Raymond James & Associates
Florida
$29M 254,393 +139,381 +121%
SEI Investments
24
SEI Investments
Pennsylvania
$27.5M 240,902 -174,554 -42%
A
25
AdvicePeriod
California
$27.3M 239,221 +20,868 +10%
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