VBR icon

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
+$146M
2
Betterment LLC
Betterment LLC
New York
+$32.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$16.2M
4
USAA
United Services Automobile Association
Texas
+$13.7M
5
Bank of America
Bank of America
North Carolina
+$11.1M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$32M
2
Goldman Sachs
Goldman Sachs
New York
-$20.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.5M
4
Ameriprise
Ameriprise
Minnesota
-$12.4M
5
TYCC
Texas Yale Capital Corp
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
476
STALEY CAPITAL ADVISERS
Pennsylvania
$321K – – –
BO
477
BRR OpCo
Ohio
$319K +$9.13K +70 +3%
MFG
478
MidWestOne Financial Group
Iowa
$315K +$315K +2,414 New
SWM
479
Sequoia Wealth Management
Illinois
$314K +$39.4K +305 +14%
IAA
480
Ironsides Asset Advisors
North Carolina
$312K -$19.6K -150 -6%
SW
481
SVB Wealth
Massachusetts
$309K +$309K +2,368 New
MIH
482
Meitav Investment House
Israel
$309K +$309K +2,400 New
ESB
483
Essex Savings Bank
Connecticut
$307K – – –
GRP
484
Global Retirement Partners
California
$307K +$36.8K +282 +14%
CHP
485
Cable Hill Partners
Oregon
$304K -$89.6K -685 -23%
BIM
486
Baldwin Investment Management
Pennsylvania
$304K +$1.31K +10 +0.4%
KCPG
487
Kavar Capital Partners Group
Kansas
$304K +$14K +107 +5%
ISL
488
Ingalls & Snyder LLC
New York
$303K -$98.5K -755 -25%
BFPW
489
BOK Financial Private Wealth
Colorado
$303K -$11K -84 -3%
DPI
490
Diversified Portfolios Inc
Michigan
$299K +$522 +4 +0.2%
CA
491
Clearstead Advisors
Ohio
$294K – – –
WCWM
492
Willow Creek Wealth Management
California
$293K +$652 +5 +0.2%
WA
493
WP Advisors
California
$289K +$1.3K +10 +0.5%
NP
494
NorthRock Partners
Minnesota
$287K +$394 +3 +0.1%
RF
495
RHS Financial
California
$285K -$3.4K -26 -1%
MWP
496
MYCIO Wealth Partners
Pennsylvania
$283K +$1.3K +10 +0.5%
LFAS
497
Level Four Advisory Services
Texas
$282K -$55.6K -426 -16%
CAM
498
Concorde Asset Management
Michigan
$281K -$37.8K -290 -12%
AP
499
Appleton Partners
Massachusetts
$281K -$3.27K -25 -1%
Lido Advisors
500
Lido Advisors
California
$279K -$22.5K -172 -7%
18 19
20
21 22