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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 %
AA
451
Ancora Advisors
Ohio
$394K -$12.3K -94 -3%
WAG
452
Winthrop Advisory Group
Massachusetts
$393K -$78.5K -601 -17%
APG
453
Abacus Planning Group
South Carolina
$393K +$393K +3,012 New
TP
454
Tranquility Partners
Tennessee
$390K +$390K +2,989 New
NF
455
Nikulski Financial
Iowa
$386K -$90.6K -700 -19%
TL
456
TrueWealth LLC
Georgia
$386K -$3.78K -29 -1%
TFS
457
TrustCore Financial Services
Tennessee
$373K +$202K +1,547 +118%
KWM
458
Kingsview Wealth Management
Oregon
$371K -$619K -4,740 -63%
MWM
459
Mission Wealth Management
California
$370K -$11.2K -86 -3%
BAMG
460
Brand Asset Management Group
Missouri
$368K +$27.8K +213 +8%
NG
461
Northstar Group
New York
$361K -$2.87K -22 -0.8%
WIA
462
World Investment Advisors
California
$361K +$48.5K +380 +16%
RWA
463
Ropes Wealth Advisors
Massachusetts
$358K +$5.48K +42 +2%
NAS
464
Nicolet Advisory Services
Wisconsin
$355K +$131 +1 +0%
SQA
465
Simon Quick Advisors
New Jersey
$354K -$204K -1,562 -37%
PGAM
466
Princeton Global Asset Management
New Jersey
$350K +$55.4K +424 +19%
PIA
467
Pinion Investment Advisors
Kansas
$346K -$42.1K -323 -11%
IB
468
Intrust Bank
Kansas
$343K -$73.7K -565 -18%
EPA
469
Element Pointe Advisors
Florida
$343K – – –
TC
470
TownSquare Capital
Utah
$338K -$158K -1,239 -32%
EFSCE
471
Enterprise Financial Services Corp (EFSC)
Missouri
$338K +$197K +1,512 +141%
ACI
472
Alpha Cubed Investments
California
$338K +$338K +2,587 New
OC
473
Oppenheimer & Co
New York
$326K -$169K -1,294 -34%
WTC
474
WhitTier Trust Company
Nevada
$326K +$26.7K +205 +9%
PWM
475
Perigon Wealth Management
California
$326K +$50K +383 +18%
17 18
19
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