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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 %
HCIA
326
Hochman Cole Investment Advisors
Illinois
$870K -$70.3K -539 -7%
SWM
327
SeaCrest Wealth Management
New York
$860K +$301K +2,303 +54%
SWP
328
Stratos Wealth Partners
Ohio
$853K +$2.61K +20 +0.3%
OIA
329
OneDigital Investment Advisors
Kansas
$852K +$340K +2,604 +66%
EAM
330
Evanson Asset Management
California
$851K -$165K -1,266 -16%
ACM
331
Armbruster Capital Management
New York
$844K – – –
NA
332
NewEdge Advisors
Louisiana
$842K +$20K +153 +2%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$839K +$26.9K +206 +3%
JPG
334
Jordan Park Group
California
$838K +$838K +6,385 New
WB
335
WesBanco Bank
West Virginia
$827K -$35.7K -273 -4%
EVM
336
Eaton Vance Management
Massachusetts
$820K +$48.2K +369 +6%
CWAG
337
Compton Wealth Advisory Group
Virginia
$810K +$8.36K +64 +1%
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$798K – – –
PCM
339
Parsons Capital Management
Rhode Island
$798K +$22.7K +174 +3%
AIA
340
Angeles Investment Advisors
California
$789K – – –
NAMP
341
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$786K -$35.3K -270 -4%
BOH
342
Bank of Hawaii
Hawaii
$768K +$28.7K +220 +4%
AIM
343
AMI Investment Management
Indiana
$763K – – –
FWM
344
Foresight Wealth Management
Utah
$754K +$210K +1,610 +39%
FWP
345
FAS Wealth Partners
Kansas
$749K +$27.8K +213 +4%
MCM
346
MAI Capital Management
Ohio
$749K +$130K +1,000 +21%
SIAS
347
Shine Investment Advisory Services
Colorado
$746K – – –
CCA
348
Clearwater Capital Advisors
Illinois
$740K -$428K -3,280 -37%
KP
349
Keel Point
Alabama
$739K -$92.9K -712 -11%
BUB
350
BBVA USA Bancshares
Texas
$737K -$11.9K -91 -2%
12 13
14
15 16