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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 %
A
26
AdvicePeriod
California
$31.2M +$391K +3,039 +1%
MIS
27
Morningstar Investment Services
Illinois
$30.7M -$14.6M -113,301 -32%
ZF
28
Zhang Financial
Michigan
$30.1M +$706K +5,483 +2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$29.8M -$21.5K -167 -0.1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$28.2M +$238K +1,848 +0.9%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$27.7M +$102K +789 +0.4%
MMA
32
Miracle Mile Advisors
California
$26.3M -$777K -6,034 -3%
Deutsche Bank
33
Deutsche Bank
Germany
$25.8M -$28.2K -219 -0.1%
TYCC
34
Texas Yale Capital Corp
Florida
$24.2M +$11.9M +92,300 +97%
SI
35
Stephens Inc
Arkansas
$24.1M +$910K +7,073 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$24M +$1M +7,780 +4%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$23.4M +$286K +2,221 +1%
SF
38
Summit Financial
New Jersey
$23M +$23.1K +179 +0.1%
QI
39
QS Investors
New York
$22.8M +$3.47M +26,967 +18%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$22.7M +$943K +7,327 +4%
SP
41
Symmetry Partners
Connecticut
$22.2M +$1.66M +12,915 +8%
WA
42
Wealth Architects
California
$21.7M +$322K +2,500 +2%
MAG
43
Mokosak Advisory Group
Iowa
$21.5M +$514K +3,988 +2%
CPO
44
Cerity Partners OCIO
New York
$21.1M +$19.4K +151 +0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$21.1M +$782K +6,076 +4%
FAAS
46
First Allied Advisory Services
California
$20.7M +$3M +23,274 +17%
Stifel Financial
47
Stifel Financial
Missouri
$20.5M +$2.3M +17,828 +13%
LNC
48
Lincoln National Corp
Pennsylvania
$19.4M +$556K +4,316 +3%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$19.4M -$3.41M -26,505 -15%
BSW
50
Buckingham Strategic Wealth
Missouri
$19.1M -$7.97M -61,894 -29%
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