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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 %
CFB
326
Cullen/Frost Bankers
Texas
$894K +$894K +6,934 New
SEIA
327
Signature Estate & Investment Advisors
California
$890K -$119K -926 -12%
CCG
328
Chatham Capital Group
Georgia
$890K – – –
GVAG
329
Great Valley Advisor Group
Delaware
$879K +$879K +6,842 New
IIC
330
Integrated Investment Consultants
Michigan
$874K +$7.73K +60 +0.9%
IWC
331
Integrated Wealth Concepts
Massachusetts
$874K +$210K +1,634 +32%
CTC
332
Central Trust Company
Missouri
$869K -$143K -1,111 -14%
WB
333
WesBanco Bank
West Virginia
$851K +$441K +3,423 +108%
CCP
334
Cardan Capital Partners
Colorado
$846K +$597K +4,635 +239%
SWP
335
Stratos Wealth Partners
Ohio
$838K -$232K -1,804 -22%
ACM
336
Armbruster Capital Management
New York
$832K – – –
KP
337
Keel Point
Alabama
$820K +$2.7K +21 +0.3%
PAS
338
Park Avenue Securities
New York
$820K +$820K +6,277 New
NA
339
NewEdge Advisors
Louisiana
$811K -$269K -2,087 -25%
NAMP
340
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$809K -$57.2K -445 -7%
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$801K +$169K +1,316 +27%
CWAG
342
Compton Wealth Advisory Group
Virginia
$790K +$24.7K +192 +3%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$787K +$307K +2,380 +64%
WIA
344
Wealthstreet Investment Advisors
Texas
$784K +$35K +272 +5%
AIA
345
Angeles Investment Advisors
California
$778K – – –
CIC
346
Cutler Investment Counsel
Oregon
$774K +$10.2K +79 +1%
PCM
347
Parsons Capital Management
Rhode Island
$765K -$8.63K -67 -1%
EVM
348
Eaton Vance Management
Massachusetts
$761K +$5.54K +43 +0.7%
IWM
349
IHT Wealth Management
Illinois
$758K -$42.8K -332 -5%
H
350
HoyleCohen
California
$755K +$755K +5,868 New
12 13
14
15 16