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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 %
CWP
351
Capital Wealth Planning
Florida
$731K +$731K +5,596 New
FLA
352
Financial Life Advisors
Texas
$730K -$1.44K -11 -0.2%
Brown Advisory
353
Brown Advisory
Maryland
$728K +$250K +1,912 +52%
NSIM
354
North Star Investment Management
Illinois
$723K +$70.7K +542 +11%
DIA
355
Davidson Investment Advisors
Montana
$722K – – –
LFA
356
Landmark Financial Advisors
Kentucky
$716K – – –
COI
357
Capital One Investing
Virginia
$711K +$91.3K +699 +15%
RC
358
RegentAtlantic Capital
New Jersey
$708K -$15K -115 -2%
ABC
359
Associated Banc-Corp
Wisconsin
$705K +$76.7K +588 +12%
GJIC
360
Gamble Jones Investment Counsel
California
$700K +$3.13K +24 +0.4%
FFN
361
Focus Financial Network
Minnesota
$699K -$28.4K -216 -4%
NFG
362
Nations Financial Group
Iowa
$695K -$51.8K -397 -7%
BOPW
363
Brandywine Oak Private Wealth
Pennsylvania
$695K +$4.44K +34 +0.6%
WIA
364
Wealthstreet Investment Advisors
Texas
$692K -$104K -795 -13%
RA
365
Riversedge Advisors
Delaware
$680K +$680K +5,628 New
ACP
366
Aveo Capital Partners
Colorado
$675K +$36.9K +278 +6%
RIA
367
Regal Investment Advisors
Michigan
$670K +$17K +130 +3%
AW
368
ACG Wealth
Georgia
$666K +$139K +1,069 +26%
SWM
369
Selective Wealth Management
Virginia
$662K +$662K +5,072 New
AMCA
370
Arthur M. Cohen & Associates
Illinois
$658K +$48.4K +371 +8%
CF
371
Corrigan Financial
Rhode Island
$654K -$3.53K -27 -0.5%
JIC
372
Johnson Investment Counsel
Ohio
$653K -$70.4K -539 -10%
MFS
373
McNamara Financial Services
Massachusetts
$649K +$14.4K +112 +2%
CIC
374
Cutler Investment Counsel
Oregon
$644K -$140K -1,075 -18%
MD
375
Money Design
Japan
$641K -$1.18M -9,020 -65%
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