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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 %
BFPW
476
BOK Financial Private Wealth
Colorado
$310K -$47.1K -366 -13%
BO
477
BRR OpCo
Ohio
$306K +$72K +559 +31%
ESB
478
Essex Savings Bank
Connecticut
$303K – – –
BIM
479
Baldwin Investment Management
Pennsylvania
$298K +$12.9K +100 +5%
Lido Advisors
480
Lido Advisors
California
$297K +$14.2K +110 +5%
WTC
481
WhitTier Trust Company
Nevada
$295K -$29.6K -230 -9%
DPI
482
Diversified Portfolios Inc
Michigan
$295K – – –
EWMCB
483
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$293K -$78.3K -608 -21%
CA
484
Clearstead Advisors
Ohio
$290K – – –
PGAM
485
Princeton Global Asset Management
New Jersey
$290K +$50.3K +391 +21%
WCWM
486
Willow Creek Wealth Management
California
$289K +$516 +4 +0.2%
KCPG
487
Kavar Capital Partners Group
Kansas
$286K +$28.5K +222 +11%
GLA
488
Good Life Advisors
Pennsylvania
$285K +$285K +2,206 New
RF
489
RHS Financial
California
$284K -$49.2K -382 -15%
NP
490
NorthRock Partners
Minnesota
$282K +$1.29K +10 +0.5%
AP
491
Appleton Partners
Massachusetts
$280K -$183K -1,425 -40%
PWM
492
Perigon Wealth Management
California
$279K +$49.9K +378 +22%
MWP
493
MYCIO Wealth Partners
Pennsylvania
$278K -$138K -1,076 -33%
PMFA
494
Plante Moran Financial Advisors
Michigan
$278K +$76.7K +596 +38%
SWM
495
Sequoia Wealth Management
Illinois
$274K – – –
LWAC
496
Laurel Wealth Advisors (California)
California
$274K +$8.12K +63 +3%
GRP
497
Global Retirement Partners
California
$266K +$64.5K +502 +32%
LC
498
LCNB Corp
Ohio
$263K – – –
PFA
499
Paradigm Financial Advisors
Missouri
$261K +$7.35K +57 +3%
CBU
500
CIBC Bank USA
Illinois
$257K – – –
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