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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 %
RG
501
Rathbones Group
United Kingdom
$257K – – –
TVWM
502
Tower View Wealth Management
Wisconsin
$257K – – –
RWM
503
RKL Wealth Management
Pennsylvania
$254K -$38.4K -299 -13%
MMHP
504
Murphy Middleton Hinkle & Parker
Georgia
$254K – – –
CC
505
Claybrook Capital
Massachusetts
$250K +$129K +1,002 +107%
IFWM
506
Institute for Wealth Management
Colorado
$250K +$250K +1,943 New
AOWM
507
Alpha Omega Wealth Management
Virginia
$249K -$550K -4,277 -69%
AB
508
AT Bancorp
Iowa
$247K -$352K -2,738 -59%
FA
509
FCG Advisors
New Jersey
$247K -$3.47K -27 -1%
HCA
510
Harbour Capital Advisors
Virginia
$246K -$20.2K -157 -8%
CCA
511
Checchi Capital Advisers
California
$246K +$7.74K +60 +3%
TFS
512
Thoroughbred Financial Services
Tennessee
$242K +$242K +1,883 New
B
513
Bridgeworth
Alabama
$240K +$240K +1,859 New
FWM
514
Frontier Wealth Management
Missouri
$237K -$2.7K -21 -1%
WA
515
Wambolt & Associates
Colorado
$231K -$2.49K -19 -1%
PJSIMP
516
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K -$77.3K -600 -25%
DE
517
Day & Ennis
Georgia
$230K – – –
TA
518
TFG Advisers
Michigan
$229K -$9.75K -76 -4%
AL
519
Aspiriant LLC
California
$228K -$24.9K -193 -10%
WI
520
Wintrust Investments
Illinois
$228K -$16.7K -130 -7%
PO
521
Private Ocean
California
$228K +$101K +783 +79%
IP
522
Intellectus Partners
California
$227K +$227K +1,752 New
EWA
523
EP Wealth Advisors
California
$225K -$16.7K -130 -7%
FCA
524
FinTrust Capital Advisors
South Carolina
$223K – – –
SFG
525
StrategIQ Financial Group
Indiana
$215K +$215K +1,670 New
19 20
21
22 23