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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 %
UBS AM
426
UBS AM
Illinois
$473K +$185K +1,436 +64%
Brown Advisory
427
Brown Advisory
Maryland
$472K +$97.1K +754 +26%
WAG
428
Winthrop Advisory Group
Massachusetts
$468K -$9.46K -73 -2%
SFA
429
Sequoia Financial Advisors
Ohio
$465K +$11.7K +91 +3%
IDA
430
Intelligence Driven Advisers
California
$456K +$123K +957 +37%
WP
431
WealthSource Partners
California
$455K +$73.4K +570 +19%
CFGS
432
Concourse Financial Group Securities
Alabama
$452K +$1.03K +8 +0.2%
VCM
433
Vivaldi Capital Management
Illinois
$450K – – –
GWM
434
Geneos Wealth Management
Colorado
$449K -$13.1K -102 -3%
Bessemer Group
435
Bessemer Group
New Jersey
$447K -$178K -1,385 -29%
PG
436
Patten Group
Tennessee
$445K +$84.8K +659 +24%
W
437
Wealthquest
Ohio
$441K – – –
JC
438
Jentner Corp
Ohio
$433K +$24.6K +191 +6%
BAS
439
Brown Advisory Securities
Maryland
$432K -$85.3K -663 -16%
BWM
440
Baystate Wealth Management
Massachusetts
$430K -$7.49K -56 -2%
RMA
441
Roffman Miller Associates
Pennsylvania
$429K +$14.8K +115 +4%
BS
442
Boenning & Scattergood
Pennsylvania
$424K +$6.3K +49 +2%
RGC
443
Roberts, Glore & Co
Illinois
$421K – – –
IB
444
Intrust Bank
Kansas
$411K +$30.4K +236 +8%
BFC
445
Bedel Financial Consulting
Indiana
$410K – – –
KA
446
Kovack Advisors
Florida
$410K +$72.5K +563 +21%
Prudential Financial
447
Prudential Financial
New Jersey
$406K +$406K +3,157 New
AA
448
Ancora Advisors
Ohio
$401K -$65.1K -506 -14%
RIA
449
Realta Investment Advisors
Delaware
$398K +$398K +3,059 New
ISL
450
Ingalls & Snyder LLC
New York
$396K +$12K +93 +3%
16 17
18
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