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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 %
VDFA
401
Vickerman & Driscoll Financial Advisors
Washington
$543K -$72.1K -560 -12%
VCM
402
Versant Capital Management
Arizona
$543K -$515 -4 -0.1%
FNBOMD
403
First National Bank of Mount Dora
Florida
$541K – – –
FWM
404
Foresight Wealth Management
Utah
$536K -$62.5K -486 -10%
TCM
405
TD Capital Management
Tennessee
$534K – – –
AC
406
Alexandria Capital
Virginia
$532K – – –
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$526K -$13.6K -106 -3%
AW
408
ACG Wealth
Georgia
$520K +$520K +4,036 New
BDF
409
Balasa Dinverno & Foltz
$518K -$25.4K -197 -5%
AF
410
Advisornet Financial
Minnesota
$515K -$15.8K -123 -3%
JCM
411
Jag Capital Management
Missouri
$511K +$72.6K +564 +17%
FHA
412
Flagship Harbor Advisors
Massachusetts
$510K -$6.05K -47 -1%
OIA
413
OneDigital Investment Advisors
Kansas
$505K +$158K +1,229 +46%
EHPM
414
Emery Howard Portfolio Management
California
$503K +$126K +981 +34%
TC
415
TownSquare Capital
Utah
$501K +$56.3K +437 +13%
Franklin Resources
416
Franklin Resources
California
$498K +$225K +1,745 +82%
SBIA
417
Sheaff Brock Investment Advisors
Indiana
$497K +$64.4K +500 +15%
OC
418
Oppenheimer & Co
New York
$488K -$39.1K -304 -7%
EFL
419
ERn Financial LLC
Wisconsin
$488K – – –
WP
420
WMS Partners
Maryland
$486K – – –
CCM
421
Colorado Capital Management
Colorado
$483K -$40.9K -318 -8%
CCM
422
Coldstream Capital Management
Washington
$479K -$66.3K -515 -12%
CCP
423
Corient Capital Partners
California
$478K -$400K -3,108 -46%
NF
424
Nikulski Financial
Iowa
$474K +$29.9K +232 +7%
WS
425
Wedbush Securities
California
$474K +$474K +3,681 New
15 16
17
18 19