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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

776 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+91
Holders Change %
+13.28%
% of All Funds
15.32%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.07%
New
143
Increased
332
Reduced
213
Closed
44
Calls
$2.7M
Puts
$1.26M
Net Calls
+$1.44M
Net Calls Change
-$5.63M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$790M
2
SGAM
Stephens Group Asset Management
Arkansas
$53.1M
3
Wells Fargo
Wells Fargo
California
$227M
4
UBS Group
UBS Group
Switzerland
$170M
5
JFA
Johanson Financial Advisors
California
$22.5M

Top Sellers

1
KTM
Keeler Thomas Management
Utah
$879K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.7M
3
Bank of America
Bank of America
North Carolina
$948M
4
Deutsche Bank
Deutsche Bank
Germany
$68K
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
26
Mather Group
Illinois
$46.9M +$3.65M +26,595 +8%
AL
27
Aspiriant LLC
California
$46.1M +$14.6M +106,644 +46%
RJA
28
Raymond James & Associates
Florida
$41.6M +$8.88M +64,755 +27%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$38.7M -$46.4M -338,328 -55%
QI
30
QS Investors
New York
$32.6M +$17.4M +127,140 +115%
ZF
31
Zhang Financial
Michigan
$32.5M +$372K +2,710 +1%
Victory Capital Management
32
Victory Capital Management
Texas
$32.1M +$1.79M +13,083 +6%
A
33
AdvicePeriod
California
$32M +$468K +3,414 +1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$31.6M +$2.24M +16,313 +8%
MIS
35
Morningstar Investment Services
Illinois
$31.4M -$4.08M -29,767 -12%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$28.7M +$3.76M +27,432 +15%
Truist Financial
37
Truist Financial
North Carolina
$27.8M +$21.8M +158,693 +360%
SI
38
Stephens Inc
Arkansas
$27.7M +$584K +4,260 +2%
MML Investors Services
39
MML Investors Services
Massachusetts
$26.5M +$917K +6,693 +4%
LNC
40
Lincoln National Corp
Pennsylvania
$26.1M +$1.58M +11,514 +6%
CPO
41
Cerity Partners OCIO
New York
$26.1M +$861K +6,365 +3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$26.1M -$170K -1,242 -0.6%
CL
43
Choreo LLC
Illinois
$26M +$3.7M +26,994 +17%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$25.4M +$958K +7,300 +4%
MAG
45
Mokosak Advisory Group
Iowa
$25M +$1.09M +7,947 +5%
SF
46
Summit Financial
New Jersey
$24.4M -$4.18M -30,515 -15%
WA
47
Wealth Architects
California
$24.1M +$438K +3,198 +2%
Stifel Financial
48
Stifel Financial
Missouri
$23.9M +$1.6M +11,634 +7%
B
49
Bailard
California
$23.1M +$3.2M +23,317 +16%
CCM
50
Carlson Capital Management
Minnesota
$23M +$2.04M +14,854 +10%
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