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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 %
CCM
426
Coldstream Capital Management
Washington
$452K -$33.7K -258 -7%
TPA
427
Trivium Point Advisory
Connecticut
$451K +$83.5K +640 +23%
W
428
Wealthquest
Ohio
$448K – – –
VCM
429
Vivaldi Capital Management
Illinois
$447K -$9.93K -76 -2%
CCM
430
Colorado Capital Management
Colorado
$443K -$47K -360 -10%
BAS
431
Brown Advisory Securities
Maryland
$439K – – –
RMA
432
Roffman Miller Associates
Pennsylvania
$436K -$261 -2 -0.1%
Bessemer Group
433
Bessemer Group
New Jersey
$435K -$18.4K -141 -4%
CCP
434
Corient Capital Partners
California
$434K -$50.6K -388 -10%
IDA
435
Intelligence Driven Advisers
California
$434K -$28.7K -220 -6%
BS
436
Boenning & Scattergood
Pennsylvania
$431K +$913 +7 +0.2%
RGC
437
Roberts, Glore & Co
Illinois
$427K – – –
OFS
438
Orrstown Financial Services
Pennsylvania
$426K -$262K -2,005 -38%
DAS
439
Dynamic Advisor Solutions
Arizona
$426K +$53.8K +412 +14%
SIA
440
Strategic Investment Advisors
Michigan
$425K +$425K +3,211 New
KA
441
Kovack Advisors
Florida
$423K +$7.96K +61 +2%
TFA
442
TPG Financial Advisors
Oregon
$419K +$34K +259 +9%
BFC
443
Bedel Financial Consulting
Indiana
$417K +$1.57K +12 +0.4%
CB
444
Chemical Bank
Michigan
$416K -$157K -1,200 -27%
BWM
445
Baystate Wealth Management
Massachusetts
$411K -$10.1K -77 -2%
GWM
446
Geneos Wealth Management
Colorado
$409K -$46K -353 -10%
PMFA
447
Plante Moran Financial Advisors
Michigan
$407K +$125K +959 +44%
APA
448
American Portfolios Advisors
New York
$405K +$11.1K +85 +3%
AIC
449
Archer Investment Corporation
Indiana
$400K +$6.27K +48 +2%
GC
450
Grimes & Company
Massachusetts
$395K -$4.57K -35 -1%
16 17
18
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