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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 %
DAS
426
Dynamic Advisor Solutions
Arizona
$468K +$47.7K +370 +11%
SIA
427
Strategic Investment Advisors
Michigan
$466K +$51.8K +402 +13%
VDFA
428
Vickerman & Driscoll Financial Advisors
Washington
$465K -$20.2K -157 -4%
SFA
429
Sequoia Financial Advisors
Ohio
$464K -$387 -3 -0.1%
Franklin Resources
430
Franklin Resources
California
$462K -$20.6K -160 -4%
TP
431
Tranquility Partners
Tennessee
$458K +$72.7K +564 +19%
I
432
INVST
Indiana
$452K +$452K +3,577 New
ODIJL
433
One Day In July LLC
Vermont
$448K – – –
W
434
Wealthquest
Ohio
$442K – – –
VCM
435
Vivaldi Capital Management
Illinois
$441K – – –
AA
436
Ancora Advisors
Ohio
$441K +$51.5K +400 +13%
TFS
437
TrustCore Financial Services
Tennessee
$434K +$65.9K +511 +18%
APA
438
American Portfolios Advisors
New York
$431K +$30.7K +238 +8%
CCM
439
Coldstream Capital Management
Washington
$429K -$16.5K -128 -4%
CAMG
440
CWA Asset Management Group
Florida
$427K +$427K +3,332 New
AF
441
Advisornet Financial
Minnesota
$426K -$59.8K -464 -12%
BS
442
Boenning & Scattergood
Pennsylvania
$425K -$773 -6 -0.2%
PGAM
443
Princeton Global Asset Management
New Jersey
$424K +$84.9K +671 +25%
AOWM
444
Alpha Omega Wealth Management
Virginia
$422K +$140K +1,040 +49%
RGC
445
Roberts, Glore & Co
Illinois
$421K – – –
TNB
446
TCF National Bank
South Dakota
$419K +$419K +3,252 New
CCM
447
Colorado Capital Management
Colorado
$416K -$20.7K -161 -5%
BFC
448
Bedel Financial Consulting
Indiana
$415K +$3.35K +26 +0.8%
BAMG
449
Brand Asset Management Group
Missouri
$413K +$50.2K +390 +14%
IDA
450
Intelligence Driven Advisers
California
$409K -$19.1K -148 -4%
16 17
18
19 20