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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
+$62.4M
2
Bank of America
Bank of America
North Carolina
+$41.6M
3
AL
Aspiriant LLC
California
+$29.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$28.5M
5
AssetMark Inc
AssetMark Inc
California
+$13.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.2M
3
USAA
United Services Automobile Association
Texas
-$26.9M
4
RGI
River Global Investors
United Kingdom
-$9.18M
5
CFS
Cannon Financial Strategists
Georgia
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
276
Advisory Research
Illinois
$1.29M – – –
NDSI
277
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$146K -1,131 -10%
CA
278
Cetera Advisors
Colorado
$1.26M +$68.9K +536 +6%
FUBT
279
First United Bank & Trust
Maryland
$1.25M -$95.8K -744 -7%
SWM
280
SVA Wealth Management
Wisconsin
$1.24M -$53.6K -416 -4%
First Manhattan
281
First Manhattan
New York
$1.24M -$11K -85 -0.9%
BCM
282
BTC Capital Management
Iowa
$1.23M -$3.88K -30 -0.3%
IWA
283
Intercontinental Wealth Advisors
Texas
$1.22M – – –
BRWA
284
B. Riley Wealth Advisors
Florida
$1.22M +$133K +1,030 +12%
CI
285
CX Institutional
Indiana
$1.21M +$21.8K +169 +2%
PWA
286
Physician Wealth Advisors
Utah
$1.21M +$1.21M +8,968 New
PA
287
PFG Advisors
Arizona
$1.2M +$13.4K +108 +1%
MPW
288
MA Private Wealth
California
$1.19M -$458K -3,553 -28%
FANJ
289
Financial Architects (New Jersey)
New Jersey
$1.18M -$114K -887 -9%
MWM
290
Merriman Wealth Management
Washington
$1.16M -$74.3K -577 -6%
JIC
291
Joel Isaacson & Co
New York
$1.16M +$7.86K +61 +0.7%
NQWM
292
Northwest Quadrant Wealth Management
Oregon
$1.15M +$507K +3,901 +78%
UA
293
Unison Advisors
District of Columbia
$1.15M +$134K +1,038 +13%
AIM
294
AMI Investment Management
Indiana
$1.14M +$391K +3,035 +52%
AI
295
Atria Investments
North Carolina
$1.13M -$14.6K -113 -1%
TCM
296
Telos Capital Management
California
$1.12M +$22.6K +175 +2%
TNBTD
297
Trustmark National Bank Trust Department
Mississippi
$1.12M -$53.8K -418 -5%
PWAC
298
Private Wealth Advisors (California)
California
$1.12M -$166K -1,286 -13%
GA
299
GFS Advisors
Texas
$1.11M +$4.9K +38 +0.4%
GC
300
Gilbert & Cook
Iowa
$1.1M -$7.6K -59 -0.7%
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