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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

685 hedge funds and large institutions have $7.03B invested in Vanguard Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
15.05%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.05%
New
58
Increased
287
Reduced
229
Closed
45
Calls
$19.1M
Puts
$12M
Net Calls
+$7.07M
Net Calls Change
+$3.76M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$62.4M
2
Bank of America
Bank of America
North Carolina
+$41.6M
3
AL
Aspiriant LLC
California
+$29.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$28.5M
5
AssetMark Inc
AssetMark Inc
California
+$13.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.2M
3
USAA
United Services Automobile Association
Texas
-$26.9M
4
RGI
River Global Investors
United Kingdom
-$9.18M
5
CFS
Cannon Financial Strategists
Georgia
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
351
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K -$6.44K -50 -0.8%
COI
352
Capital One Investing
Virginia
$767K +$68.4K +533 +10%
CAG
353
Csenge Advisory Group
Florida
$762K +$762K +5,913 New
FWP
354
FAS Wealth Partners
Kansas
$759K +$20.4K +158 +3%
BOH
355
Bank of Hawaii
Hawaii
$758K – – –
ACM
356
Armbruster Capital Management
New York
$756K -$77.3K -600 -9%
BUB
357
BBVA USA Bancshares
Texas
$755K +$27.1K +210 +4%
FLPIM
358
F.L. Putnam Investment Management
Massachusetts
$751K +$712K +5,527 +1,812%
Brown Advisory
359
Brown Advisory
Maryland
$745K +$26.4K +205 +4%
AFNAS
360
American Financial Network Advisory Services
California
$745K +$745K +5,783 New
MCM
361
MAI Capital Management
Ohio
$743K +$3.22K +25 +0.4%
ABC
362
Associated Banc-Corp
Wisconsin
$732K +$36.3K +282 +5%
FLA
363
Financial Life Advisors
Texas
$718K -$3.22K -25 -0.4%
FFN
364
Focus Financial Network
Minnesota
$715K +$28.9K +224 +4%
WWM
365
Western Wealth Management
Colorado
$713K -$196K -1,522 -22%
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$711K -$76K -590 -10%
RIA
367
Regal Investment Advisors
Michigan
$707K +$45K +349 +7%
LFA
368
Landmark Financial Advisors
Kentucky
$702K -$5.02K -39 -0.7%
NFG
369
Nations Financial Group
Iowa
$700K +$1.44K +11 +0.2%
ACP
370
Aveo Capital Partners
Colorado
$698K +$14.5K +108 +2%
GJIC
371
Gamble Jones Investment Counsel
California
$695K +$3.87K +30 +0.6%
NSIM
372
North Star Investment Management
Illinois
$693K -$21.3K -165 -3%
BOPW
373
Brandywine Oak Private Wealth
Pennsylvania
$692K +$5.93K +46 +0.9%
RA
374
Riversedge Advisors
Delaware
$680K – – –
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$657K -$171K -1,325 -21%
13 14
15
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