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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 %
GC
451
Grimes & Company
Massachusetts
$394K +$902 +7 +0.2%
APA
452
American Portfolios Advisors
New York
$389K -$39K -303 -9%
AIC
453
Archer Investment Corporation
Indiana
$388K +$386K +3,000 +20,000%
CHP
454
Cable Hill Partners
Oregon
$387K +$80.5K +626 +26%
TL
455
TrueWealth LLC
Georgia
$385K +$4.25K +33 +1%
TFA
456
TPG Financial Advisors
Oregon
$383K +$4.97K +38 +1%
PIA
457
Pinion Investment Advisors
Kansas
$383K +$8.88K +69 +2%
MWM
458
Mission Wealth Management
California
$376K +$50.5K +392 +16%
VCP
459
Vista Capital Partners
Oregon
$375K +$18K +140 +5%
MA
460
Mutual Advisors
Nebraska
$374K +$28.1K +218 +8%
DAS
461
Dynamic Advisor Solutions
Arizona
$367K -$9.53K -74 -3%
TPA
462
Trivium Point Advisory
Connecticut
$363K +$363K +2,816 New
NG
463
Northstar Group
New York
$359K – – –
JFGLC
464
Johnson Financial Group LLC (Colorado)
Colorado
$352K -$33.6K -261 -9%
NAS
465
Nicolet Advisory Services
Wisconsin
$350K +$350K +2,719 New
RWA
466
Ropes Wealth Advisors
Massachusetts
$348K – – –
EPA
467
Element Pointe Advisors
Florida
$339K +$339K +2,630 New
BAMG
468
Brand Asset Management Group
Missouri
$335K +$196K +1,524 +141%
LFAS
469
Level Four Advisory Services
Texas
$333K +$24.2K +188 +8%
IAA
470
Ironsides Asset Advisors
North Carolina
$327K +$327K +2,541 New
PWMG
471
Prestige Wealth Management Group
New Jersey
$323K -$16.7K -130 -5%
WIA
472
World Investment Advisors
California
$317K -$16.8K -130 -5%
SCA
473
STALEY CAPITAL ADVISERS
Pennsylvania
$317K +$32.4K +252 +11%
CAM
474
Concorde Asset Management
Michigan
$315K – – –
SPI
475
Santori & Peters Inc
Pennsylvania
$312K -$54.1K -421 -15%
17 18
19
20 21