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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 %
BJL
251
Brighton Jones LLC
Washington
$1.58M -$160K -1,228 -9%
CCM
252
Condor Capital Management
New Jersey
$1.57M +$23.5K +180 +2%
ACA
253
Atlas Capital Advisors
Wyoming
$1.57M -$1.77M -13,558 -53%
MSWMA
254
Market Street Wealth Management Advisors
Indiana
$1.55M +$1.55M +11,708 New
AF
255
Allworth Financial
California
$1.53M +$140K +1,070 +10%
TF
256
Trek Financial
Arizona
$1.53M -$20K -153 -1%
CS
257
Comerica Securities
Michigan
$1.52M -$767K -5,844 -33%
ADL
258
Asset Dedication LLC
California
$1.5M -$49K -375 -3%
WTFG
259
Wells Trecaso Financial Group
Ohio
$1.5M -$75.7K -580 -5%
BCA
260
Berman Capital Advisors
Georgia
$1.49M -$263K -2,019 -15%
ASN
261
Advisory Services Network
Georgia
$1.49M +$35.6K +273 +2%
FAIM
262
Financial Advocates Investment Management
Washington
$1.45M -$80.3K -615 -5%
FI
263
FormulaFolio Investments
Michigan
$1.44M +$201K +1,536 +16%
WI
264
WrapManager Inc
California
$1.43M +$281K +2,149 +24%
MA
265
MONECO Advisors
Connecticut
$1.41M +$23.5K +180 +2%
NNP
266
Nachman Norwood & Parrott
South Carolina
$1.39M -$21.2K -162 -2%
V
267
Veritable
Delaware
$1.37M – – –
FUBT
268
First United Bank & Trust
Maryland
$1.36M -$42.3K -324 -3%
TI
269
Truepoint Inc
Ohio
$1.34M +$185K +1,414 +16%
RJT
270
Raymond James Trust
Florida
$1.34M +$111K +851 +9%
AR
271
Advisory Research
Illinois
$1.31M – – –
FANJ
272
Financial Architects (New Jersey)
New Jersey
$1.31M +$49.3K +378 +4%
SWM
273
SVA Wealth Management
Wisconsin
$1.31M – – –
CS
274
Credit Suisse
Switzerland
$1.31M +$1.31M +10,001 New
GCA
275
Gradient Capital Advisors
California
$1.3M +$89.4K +685 +7%
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