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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

685 hedge funds and large institutions have $7.03B invested in Vanguard Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
15.05%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.05%
New
58
Increased
287
Reduced
229
Closed
45
Calls
$19.1M
Puts
$12M
Net Calls
+$7.07M
Net Calls Change
+$3.76M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$73.7M
2
Bank of America
Bank of America
North Carolina
$931M
3
AL
Aspiriant LLC
California
$29.7M
4
Victory Capital Management
Victory Capital Management
Texas
$28.5M
5
AssetMark Inc
AssetMark Inc
California
$157M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.8M
3
USAA
United Services Automobile Association
Texas
$0
4
RGI
River Global Investors
United Kingdom
$0
5
CFS
Cannon Financial Strategists
Georgia
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
226
Ford Financial Group
California
$1.99M -$265K -2,054 -12%
NL
227
NWAM LLC
Washington
$1.99M -$5.93K -46 -0.3%
ST
228
Smithfield Trust
Pennsylvania
$1.99M -$3.61K -28 -0.2%
Fiera Capital (Canada)
229
Fiera Capital (Canada)
Quebec, Canada
$1.97M -$828K -6,427 -30%
BP
230
BBR Partners
New York
$1.95M – – –
LFG
231
Larson Financial Group
Missouri
$1.9M -$7.47K -58 -0.4%
KeyBank National Association
232
KeyBank National Association
Ohio
$1.89M -$13.3K -103 -0.7%
MJRIC
233
Mogy Joel R Investment Counsel
California
$1.89M – – –
CPIG
234
Chicago Partners Investment Group
Illinois
$1.89M +$5.48K +42 +0.3%
GC
235
Gibson Capital
Pennsylvania
$1.89M – – –
RWA
236
Redhawk Wealth Advisors
Minnesota
$1.86M +$272K +2,110 +17%
AF
237
Allworth Financial
California
$1.86M +$350K +2,717 +23%
FC
238
Forte Capital
New York
$1.86M -$1.05M -8,113 -36%
IA
239
IFP Advisors
Florida
$1.84M +$1.84M +14,298 New
WP
240
WealthShield Partners
North Carolina
$1.84M – – –
BWA
241
BDO Wealth Advisors
Florida
$1.83M -$133K -1,029 -7%
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$1.81M -$3.02M -23,468 -63%
GBT
243
Grove Bank & Trust
Florida
$1.77M +$83.8K +650 +5%
JG
244
Jefferies Group
New York
$1.77M +$1.77M +13,745 New
CANC
245
Culbertson A N & Co
Virginia
$1.77M +$133K +1,035 +8%
PIMG
246
Patriot Investment Management Group
Tennessee
$1.75M +$28.7K +223 +2%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
BPA
248
Beacon Pointe Advisors
California
$1.67M -$212K -1,643 -11%
BSB
249
Bangor Savings Bank
Maine
$1.65M -$24.4K -189 -1%
HB
250
Homrich & Berg
Georgia
$1.64M +$129 +1 +0%
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