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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
+$146M
2
Betterment LLC
Betterment LLC
New York
+$32.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$16.2M
4
USAA
United Services Automobile Association
Texas
+$13.7M
5
Bank of America
Bank of America
North Carolina
+$11.1M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$32M
2
Goldman Sachs
Goldman Sachs
New York
-$20.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.5M
4
Ameriprise
Ameriprise
Minnesota
-$12.4M
5
TYCC
Texas Yale Capital Corp
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
301
Burney Company
Virginia
$1.04M -$20.7K -159 -2%
UA
302
Unison Advisors
District of Columbia
$1.03M -$12K -92 -1%
SEIA
303
Signature Estate & Investment Advisors
California
$1.02M +$116K +890 +13%
QCG
304
Quadrant Capital Group
Ohio
$1.01M – – –
CG
305
Caprock Group
Idaho
$1M +$4.2K +32 +0.4%
WBG
306
Wharton Business Group
Pennsylvania
$1M -$45K -345 -4%
CCP
307
Cardan Capital Partners
Colorado
$997K +$139K +1,067 +16%
BAAM
308
Baker Avenue Asset Management
California
$990K -$151K -1,155 -13%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$971K +$392 +3 +0%
CAM
310
Cresset Asset Management
Illinois
$955K – – –
BP
311
Ballentine Partners
Massachusetts
$953K – – –
EK
312
Evensky & Katz
Florida
$948K +$2.09K +16 +0.2%
HT
313
Heritage Trust
Oklahoma
$946K +$13.8K +106 +1%
VCAM
314
Van Cleef Asset Management
Ohio
$923K -$18.9K -145 -2%
WWM
315
Western Wealth Management
Colorado
$919K -$7.93K -61 -0.9%
HFA
316
Huber Financial Advisors
Illinois
$915K -$18.8K -144 -2%
AAP
317
Arax Advisory Partners
Colorado
$914K +$914K +7,002 New
ACS
318
Archford Capital Strategies
Illinois
$909K -$1.7K -13 -0.2%
CCG
319
Chatham Capital Group
Georgia
$902K – – –
PL
320
Plancorp LLC
Missouri
$899K -$54.2K -415 -6%
IIC
321
Integrated Investment Consultants
Michigan
$899K +$12.9K +99 +1%
H
322
HoyleCohen
California
$894K +$128K +982 +17%
S
323
Surevest
California
$886K -$271K -2,075 -23%
CTC
324
Central Trust Company
Missouri
$877K -$910 -7 -0.1%
IWC
325
Integrated Wealth Concepts
Massachusetts
$876K -$20.3K -154 -2%
11 12
13
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