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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 %
DC
251
Davenport & Co
Virginia
$1.62M -$42.6K -326 -3%
MCP
252
Mirador Capital Partners
California
$1.61M +$14.8K +115 +0.9%
WFPG
253
Waller Financial Planning Group
Ohio
$1.59M -$9.23K -70 -0.6%
FAIM
254
Financial Advocates Investment Management
Washington
$1.58M +$157K +1,218 +11%
BJL
255
Brighton Jones LLC
Washington
$1.58M +$26.5K +206 +2%
ACA
256
Atlas Capital Advisors
Wyoming
$1.57M +$21.4K +166 +1%
CCM
257
Condor Capital Management
New Jersey
$1.54M -$14.7K -114 -0.9%
M&T Bank
258
M&T Bank
New York
$1.54M -$162K -1,253 -10%
TF
259
Trek Financial
Arizona
$1.53M – – –
GCA
260
Gradient Capital Advisors
California
$1.51M +$236K +1,831 +18%
ASN
261
Advisory Services Network
Georgia
$1.49M – – –
WTFG
262
Wells Trecaso Financial Group
Ohio
$1.49M +$6.44K +50 +0.4%
PFP
263
Pinnacle Financial Partners
Tennessee
$1.49M -$111K -864 -7%
RJT
264
Raymond James Trust
Florida
$1.46M +$142K +1,106 +11%
BCA
265
Berman Capital Advisors
Georgia
$1.42M -$56.4K -438 -4%
VCAM
266
Van Cleef Asset Management
Ohio
$1.4M +$486K +3,770 +53%
CWM
267
Capital Wealth Management
Rhode Island
$1.38M +$262K +2,032 +23%
FI
268
FormulaFolio Investments
Michigan
$1.38M -$43.7K -339 -3%
V
269
Veritable
Delaware
$1.35M – – –
NNP
270
Nachman Norwood & Parrott
South Carolina
$1.34M -$28.9K -224 -2%
TI
271
Truepoint Inc
Ohio
$1.32M -$3.74K -29 -0.3%
MA
272
MONECO Advisors
Connecticut
$1.32M -$74K -574 -5%
PD
273
Planning Directions
Pennsylvania
$1.32M +$161K +1,248 +14%
ADL
274
Asset Dedication LLC
California
$1.3M -$182K -1,413 -12%
WI
275
WrapManager Inc
California
$1.3M -$115K -891 -8%
9 10
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