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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

679 hedge funds and large institutions have $6.81B invested in Vanguard Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 233 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
82
Increased
252
Reduced
233
Closed
55
Calls
$3.53M
Puts
$973K
Net Calls
+$2.55M
Net Calls Change
+$2.71M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$33.9M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$32M
3
PCA
Personal Capital Advisors
California
+$18.1M
4
SCA
Spearhead Capital Advisors
Florida
+$11.9M
5
TYCC
Texas Yale Capital Corp
Florida
+$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.6M
2
RJA
Raymond James & Associates
Florida
-$18.2M
3
MIS
Morningstar Investment Services
Illinois
-$14.6M
4
BIG
Boothe Investment Group
Delaware
-$9.83M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
226
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.03M +$13.3K +103 +0.7%
ST
227
Smithfield Trust
Pennsylvania
$2.02M -$62.2K -483 -3%
VFA
228
Voya Financial Advisors
Connecticut
$2.02M -$37.9K -295 -2%
BWA
229
BDO Wealth Advisors
Florida
$2.01M -$578K -4,490 -22%
BDF
230
Black Diamond Financial
Maryland
$2.01M -$572K -4,446 -22%
MJRIC
231
Mogy Joel R Investment Counsel
California
$1.99M -$93.3K -725 -4%
JIP
232
Jaffetilchin Investment Partners
Florida
$1.95M – – –
BP
233
BBR Partners
New York
$1.95M +$286K +2,222 +17%
LFG
234
Larson Financial Group
Missouri
$1.93M -$84.1K -653 -4%
KeyBank National Association
235
KeyBank National Association
Ohio
$1.92M -$28.1K -218 -1%
CPIG
236
Chicago Partners Investment Group
Illinois
$1.91M -$15.1K -114 -0.8%
NL
237
NWAM LLC
Washington
$1.86M +$258 +2 +0%
WP
238
WealthShield Partners
North Carolina
$1.83M -$222K -1,724 -11%
PIMG
239
Patriot Investment Management Group
Tennessee
$1.81M +$1.81M +14,066 New
MD
240
Money Design
Japan
$1.79M +$1.79M +13,933 New
GC
241
Gibson Capital
Pennsylvania
$1.77M -$181K -1,408 -9%
RWA
242
Redhawk Wealth Advisors
Minnesota
$1.74M +$42.6K +331 +3%
BCA
243
Berman Capital Advisors
Georgia
$1.73M -$104K -806 -6%
PFP
244
Pinnacle Financial Partners
Tennessee
$1.73M -$28.6K -222 -2%
BJL
245
Brighton Jones LLC
Washington
$1.71M +$44.7K +347 +3%
EWA
246
Exencial Wealth Advisors
Oklahoma
$1.71M -$101K -784 -6%
TIM
247
Tortoise Investment Management
New York
$1.7M +$238K +1,845 +16%
WFPG
248
Waller Financial Planning Group
Ohio
$1.7M -$343K -2,578 -17%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$1.17M +6,754 +225%
M&T Bank
250
M&T Bank
New York
$1.68M +$50.6K +393 +3%
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