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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

685 hedge funds and large institutions have $7.03B invested in Vanguard Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
15.05%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.05%
New
58
Increased
287
Reduced
229
Closed
45
Calls
$19.1M
Puts
$12M
Net Calls
+$7.07M
Net Calls Change
+$3.76M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$62.4M
2
Bank of America
Bank of America
North Carolina
+$41.6M
3
AL
Aspiriant LLC
California
+$29.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$28.5M
5
AssetMark Inc
AssetMark Inc
California
+$13.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.2M
3
USAA
United Services Automobile Association
Texas
-$26.9M
4
RGI
River Global Investors
United Kingdom
-$9.18M
5
CFS
Cannon Financial Strategists
Georgia
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
TownSquare Capital
Utah
$359K +$4.15K +31 +1%
PAS
477
Partnervest Advisory Services
California
$359K +$359K +2,783 New
SBIA
478
Sheaff Brock Investment Advisors
Indiana
$358K -$87.6K -680 -20%
CW
479
CreativeOne Wealth
Kansas
$358K +$358K +2,777 New
CFGS
480
Concourse Financial Group Securities
Alabama
$357K -$103K -801 -22%
MWM
481
Mission Wealth Management
California
$354K -$11.3K -88 -3%
TFF
482
The Family Firm
Maryland
$353K +$124K +959 +54%
LFS
483
Lutz Financial Services
Nebraska
$344K +$71.9K +558 +26%
SW
484
SVB Wealth
Massachusetts
$343K +$38K +295 +12%
AIC
485
Ameritas Investment Company
Nebraska
$341K +$141K +1,095 +71%
FAN
486
Financial Advisors Network
California
$340K +$56.9K +441 +20%
MWM
487
Meridian Wealth Management
Kentucky
$340K +$82K +636 +32%
KA
488
Kovack Advisors
Florida
$339K -$79.5K -616 -19%
EPA
489
Element Pointe Advisors
Florida
$339K – – –
PWM
490
Perigon Wealth Management
California
$337K +$17K +133 +5%
GRP
491
Global Retirement Partners
California
$329K +$26.2K +203 +9%
PIA
492
Pinion Investment Advisors
Kansas
$323K -$19.5K -151 -6%
WTC
493
WhitTier Trust Company
Nevada
$322K – – –
AW
494
ACG Wealth
Georgia
$321K -$337K -2,614 -51%
SCA
495
STALEY CAPITAL ADVISERS
Pennsylvania
$317K – – –
NP
496
NorthRock Partners
Minnesota
$317K +$35.6K +277 +13%
VCA
497
Verdence Capital Advisors
Maryland
$315K +$315K +2,444 New
SWM
498
Sequoia Wealth Management
Illinois
$313K – – –
ESB
499
Essex Savings Bank
Connecticut
$313K +$9.93K +77 +3%
MIH
500
Meitav Investment House
Israel
$312K – – –
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