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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
$169M
2
Betterment LLC
Betterment LLC
New York
$700M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$53.2M
4
USAA
United Services Automobile Association
Texas
$26.9M
5
Bank of America
Bank of America
North Carolina
$901M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
Ameriprise
Minnesota
$53.3M
5
TYCC
Texas Yale Capital Corp
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
26
Morningstar Investment Services
Illinois
$32M +$858K +6,571 +3%
A
27
AdvicePeriod
California
$32M +$340K +2,602 +1%
ZF
28
Zhang Financial
Michigan
$31M +$454K +3,477 +1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$30.9M +$737K +5,644 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$28.2M +$107K +822 +0.4%
USAA
31
United Services Automobile Association
Texas
$26.9M +$13.7M +104,950 +103%
Deutsche Bank
32
Deutsche Bank
Germany
$26.2M +$30.4K +233 +0.1%
MMA
33
Miracle Mile Advisors
California
$26.1M -$624K -4,780 -2%
RJA
34
Raymond James & Associates
Florida
$25.6M +$10.9M +83,356 +74%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$25.3M -$3.31M -25,391 -12%
SI
36
Stephens Inc
Arkansas
$25.2M +$708K +5,422 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$24.8M +$452K +3,466 +2%
SF
38
Summit Financial
New Jersey
$23.9M +$549K +4,182 +2%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$23.1M +$95.3K +730 +0.4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$22.7M +$1.31M +10,071 +6%
WA
41
Wealth Architects
California
$22.5M +$471K +3,611 +2%
Stifel Financial
42
Stifel Financial
Missouri
$22.2M +$1.33M +10,192 +6%
SP
43
Symmetry Partners
Connecticut
$22.1M -$433K -3,317 -2%
MAG
44
Mokosak Advisory Group
Iowa
$22M +$253K +1,936 +1%
CPO
45
Cerity Partners OCIO
New York
$21.8M +$357K +2,734 +2%
LNC
46
Lincoln National Corp
Pennsylvania
$21.1M +$1.42M +10,857 +7%
BSW
47
Buckingham Strategic Wealth
Missouri
$20.7M +$1.39M +10,646 +7%
CL
48
Choreo LLC
Illinois
$20.2M +$1.33M +10,124 +7%
QI
49
QS Investors
New York
$19.2M -$4M -30,609 -17%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$18.8M -$810K -6,207 -4%
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