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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 %
AIC
451
Archer Investment Corporation
Indiana
$399K +$4.64K +36 +1%
WIA
452
World Investment Advisors
California
$399K +$33.9K +263 +9%
WAG
453
Winthrop Advisory Group
Massachusetts
$391K +$2.84K +22 +0.7%
CTA
454
Chesley Taft & Associates
Illinois
$391K +$391K +3,035 New
APG
455
Abacus Planning Group
South Carolina
$388K +$257 +2 +0.1%
WCA
456
Windsor Creek Advisors
Vermont
$388K +$388K +3,008 New
CA
457
Clearstead Advisors
Ohio
$386K +$96.2K +747 +33%
PMFA
458
Plante Moran Financial Advisors
Michigan
$385K -$16.6K -129 -4%
GC
459
Grimes & Company
Massachusetts
$385K -$5.03K -39 -1%
TFA
460
TPG Financial Advisors
Oregon
$384K -$26.5K -206 -6%
OFS
461
Orrstown Financial Services
Pennsylvania
$384K -$21.9K -176 -5%
NF
462
Nikulski Financial
Iowa
$384K +$4.96K +39 +1%
CS
463
Cannell & Spears
New York
$383K -$123K -950 -24%
TL
464
TrueWealth LLC
Georgia
$383K +$1.68K +13 +0.4%
Renaissance Technologies
465
Renaissance Technologies
New York
$374K -$1.19M -9,201 -76%
WCAMG
466
Woodard & Company Asset Management Group
North Carolina
$374K +$374K +2,905 New
GM
467
GeoWealth Management
Illinois
$374K +$374K +2,905 New
BWM
468
Baystate Wealth Management
Massachusetts
$373K -$30.8K -239 -8%
KWM
469
Kingsview Wealth Management
Oregon
$371K +$5.54K +43 +2%
RWA
470
Ropes Wealth Advisors
Massachusetts
$368K +$14.3K +111 +4%
VCP
471
Vista Capital Partners
Oregon
$368K +$102K +791 +38%
RMA
472
Roffman Miller Associates
Pennsylvania
$363K -$67.6K -524 -16%
NAS
473
Nicolet Advisory Services
Wisconsin
$362K +$11.2K +87 +3%
EFSCE
474
Enterprise Financial Services Corp (EFSC)
Missouri
$361K +$27.3K +212 +8%
Simplex Trading
475
Simplex Trading
Illinois
$360K +$287K +2,229 +394%
17 18
19
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