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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 %
AIM
351
AMI Investment Management
Indiana
$752K – – –
EWM
352
Empirical Wealth Management
Washington
$744K +$185K +1,435 +33%
BUB
353
BBVA USA Bancshares
Texas
$739K +$54.8K +426 +8%
NFG
354
Nations Financial Group
Iowa
$737K +$11.6K +90 +2%
SIAS
355
Shine Investment Advisory Services
Colorado
$736K – – –
BPA
356
Beacon Pointe Advisors
California
$732K +$274K +2,127 +60%
BOH
357
Bank of Hawaii
Hawaii
$729K – – –
FLA
358
Financial Life Advisors
Texas
$721K -$206K -1,601 -22%
SKK
359
Shepherd Kaplan Krochuk
Massachusetts
$721K -$28.8K -224 -4%
FFN
360
Focus Financial Network
Minnesota
$716K +$716K +5,539 New
JIC
361
Johnson Investment Counsel
Ohio
$713K -$11.1K -86 -2%
RC
362
RegentAtlantic Capital
New Jersey
$713K +$26.1K +203 +4%
DIA
363
Davidson Investment Advisors
Montana
$712K -$760K -5,905 -52%
FWP
364
FAS Wealth Partners
Kansas
$711K -$109K -846 -13%
LFA
365
Landmark Financial Advisors
Kentucky
$706K -$15.3K -119 -2%
PA
366
PFG Advisors
Arizona
$702K -$10.8K -81 -2%
GJIC
367
Gamble Jones Investment Counsel
California
$688K – – –
BOPW
368
Brandywine Oak Private Wealth
Pennsylvania
$681K -$42K -326 -6%
OFS
369
Orrstown Financial Services
Pennsylvania
$678K -$12.9K -100 -2%
BF
370
BOK Financial
Oklahoma
$650K -$12.5K -97 -2%
MWA
371
Martel Wealth Advisors
Washington
$649K +$36.7K +285 +6%
CF
372
Corrigan Financial
Rhode Island
$649K -$23.2K -180 -3%
RIA
373
Regal Investment Advisors
Michigan
$644K -$24.8K -193 -4%
NSIM
374
North Star Investment Management
Illinois
$644K +$56.7K +440 +10%
MHS
375
M Holdings Securities
Oregon
$641K -$56.1K -436 -8%
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