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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

677 hedge funds and large institutions have $7.06B invested in Vanguard Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 240 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
14.73%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.96%
New
54
Increased
279
Reduced
240
Closed
47
Calls
$3.93M
Puts
$621K
Net Calls
+$3.31M
Net Calls Change
+$756K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
2
Betterment LLC
Betterment LLC
New York
$700M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$53.2M
4
USAA
United Services Automobile Association
Texas
$26.9M
5
Bank of America
Bank of America
North Carolina
$901M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
Ameriprise
Minnesota
$53.3M
5
TYCC
Texas Yale Capital Corp
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
226
Magnus Financial Group
New York
$1.94M +$284K +2,175 +17%
KeyBank National Association
227
KeyBank National Association
Ohio
$1.93M -$11.6K -89 -0.6%
LFG
228
Larson Financial Group
Missouri
$1.93M -$23.6K -181 -1%
MJRIC
229
Mogy Joel R Investment Counsel
California
$1.92M -$97.9K -750 -5%
GC
230
Gibson Capital
Pennsylvania
$1.91M +$121K +930 +7%
BPA
231
Beacon Pointe Advisors
California
$1.9M +$1.16M +8,884 +157%
CPIG
232
Chicago Partners Investment Group
Illinois
$1.87M +$8.52K +66 +0.5%
WP
233
WealthShield Partners
North Carolina
$1.86M – – –
EWM
234
Empirical Wealth Management
Washington
$1.76M +$1M +7,691 +133%
PIMG
235
Patriot Investment Management Group
Tennessee
$1.75M -$88.2K -676 -5%
EWA
236
Exencial Wealth Advisors
Oklahoma
$1.74M +$4.05K +31 +0.2%
M&T Bank
237
M&T Bank
New York
$1.72M +$17K +130 +1%
GBT
238
Grove Bank & Trust
Florida
$1.71M +$38.8K +297 +2%
BSB
239
Bangor Savings Bank
Maine
$1.7M +$38.4K +294 +2%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
MPW
241
MA Private Wealth
California
$1.67M -$999K -7,653 -37%
DC
242
Davenport & Co
Virginia
$1.66M +$71.9K +551 +5%
HB
243
Homrich & Berg
Georgia
$1.66M -$5.48K -42 -0.3%
CANC
244
Culbertson A N & Co
Virginia
$1.65M -$15.7K -120 -0.9%
PFP
245
Pinnacle Financial Partners
Tennessee
$1.62M -$132K -1,009 -8%
RWA
246
Redhawk Wealth Advisors
Minnesota
$1.61M -$156K -1,194 -9%
MCP
247
Mirador Capital Partners
California
$1.61M -$18.2K -139 -1%
CAAS
248
Capital Asset Advisory Services
Michigan
$1.6M -$489K -3,750 -23%
Renaissance Technologies
249
Renaissance Technologies
New York
$1.58M +$326K +2,500 +26%
WFPG
250
Waller Financial Planning Group
Ohio
$1.58M -$79.3K -610 -5%
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