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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 %
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$623K -$47K -365 -7%
ABC
377
Associated Banc-Corp
Wisconsin
$620K -$64.9K -504 -9%
ACP
378
Aveo Capital Partners
Colorado
$620K -$13.5K -105 -2%
SIA
379
Starfire Investment Advisers
Michigan
$620K – – –
TWA
380
TCI Wealth Advisors
Arizona
$614K -$14.8K -115 -2%
COI
381
Capital One Investing
Virginia
$611K +$160K +1,243 +35%
MCM
382
MAI Capital Management
Ohio
$610K -$40K -311 -6%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$610K – – –
GIA
384
Gladstone Institutional Advisory
Florida
$602K -$33K -256 -5%
AMCA
385
Arthur M. Cohen & Associates
Illinois
$602K – – –
RMCM
386
Reynders McVeigh Capital Management
Massachusetts
$598K +$315K +2,450 +112%
PTC
387
Private Trust Company
Ohio
$595K +$137K +1,065 +30%
IA
388
IFP Advisors
Florida
$593K -$3.38M -26,179 -85%
TW
389
Transform Wealth
Colorado
$587K -$449K -3,489 -43%
SCM
390
Southport Capital Management
Tennessee
$577K -$43K -334 -7%
FT
391
Fiduciary Trust
Massachusetts
$573K -$17.9K -139 -3%
BCA
392
Bay Colony Advisors
Massachusetts
$567K -$69.8K -543 -11%
ECG
393
Edge Capital Group
Georgia
$565K -$43.1K -335 -7%
CB
394
Chemical Bank
Michigan
$565K -$3.86K -30 -0.7%
MFS
395
McNamara Financial Services
Massachusetts
$562K -$3.88K -34 -0.7%
PA
396
Parallel Advisors
California
$558K +$3.6K +28 +0.6%
PFS
397
Prospera Financial Services
Texas
$557K +$87.1K +658 +19%
SWM
398
SeaCrest Wealth Management
New York
$552K – – –
SQA
399
Simon Quick Advisors
New Jersey
$550K +$51K +396 +10%
CMBA
400
C.M. Bidwell & Associates
Hawaii
$549K +$25.1K +195 +5%
14 15
16
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