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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

679 hedge funds and large institutions have $6.81B invested in Vanguard Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 233 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
82
Increased
252
Reduced
233
Closed
55
Calls
$3.53M
Puts
$973K
Net Calls
+$2.55M
Net Calls Change
+$2.71M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$33.9M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$32M
3
PCA
Personal Capital Advisors
California
+$18.1M
4
SCA
Spearhead Capital Advisors
Florida
+$11.9M
5
TYCC
Texas Yale Capital Corp
Florida
+$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.6M
2
RJA
Raymond James & Associates
Florida
-$18.2M
3
MIS
Morningstar Investment Services
Illinois
-$14.6M
4
BIG
Boothe Investment Group
Delaware
-$9.83M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
301
Joel Isaacson & Co
New York
$1.09M – – –
BRWA
302
B. Riley Wealth Advisors
Florida
$1.06M -$5.54K -43 -0.5%
TCM
303
Telos Capital Management
California
$1.05M +$29.1K +226 +3%
BC
304
Burney Company
Virginia
$1.05M -$49.7K -386 -5%
WBG
305
Wharton Business Group
Pennsylvania
$1.03M -$430K -3,340 -29%
UA
306
Unison Advisors
District of Columbia
$1.03M -$13.5K -105 -1%
CWM
307
Capital Wealth Management
Rhode Island
$1.03M +$236K +1,830 +30%
SC
308
SouthState Corp
Florida
$1.02M +$22.8K +177 +2%
EAM
309
Evanson Asset Management
California
$1M +$65.1K +506 +7%
QCG
310
Quadrant Capital Group
Ohio
$994K -$326K -2,546 -25%
CG
311
Caprock Group
Idaho
$985K -$17.3K -134 -2%
AFP
312
Ausdal Financial Partners
Iowa
$982K +$9.01K +70 +0.9%
KWM
313
Kingsview Wealth Management
Oregon
$976K +$19.3K +150 +2%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$957K -$84.6K -657 -8%
CI
315
CX Institutional
Indiana
$946K -$397K -3,083 -30%
CAM
316
Cresset Asset Management
Illinois
$941K +$170K +1,318 +22%
BP
317
Ballentine Partners
Massachusetts
$940K -$146K -1,135 -13%
PL
318
Plancorp LLC
Missouri
$939K +$418K +3,247 +80%
EK
319
Evensky & Katz
Florida
$933K – – –
VCAM
320
Van Cleef Asset Management
Ohio
$929K +$27K +210 +3%
HCIA
321
Hochman Cole Investment Advisors
Illinois
$928K – – –
HFA
322
Huber Financial Advisors
Illinois
$921K -$1.76M -13,692 -66%
HT
323
Heritage Trust
Oklahoma
$919K +$829K +6,439 +917%
WWM
324
Western Wealth Management
Colorado
$914K -$198K -1,545 -18%
ACS
325
Archford Capital Strategies
Illinois
$898K +$39.8K +309 +5%
11 12
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