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 %
LFS
501
Lutz Financial Services
Nebraska
$276K +$276K +2,112 New
EWMCB
502
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$274K -$22.7K -174 -8%
LWAC
503
Laurel Wealth Advisors (California)
California
$274K -$3.66K -28 -1%
AOWM
504
Alpha Omega Wealth Management
Virginia
$274K +$21.6K +166 +9%
FAN
505
Financial Advisors Network
California
$274K +$274K +2,194 New
VCP
506
Vista Capital Partners
Oregon
$269K -$112K -857 -29%
GLA
507
Good Life Advisors
Pennsylvania
$269K -$19.8K -151 -7%
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$77.2K +592 +40%
LC
509
LCNB Corp
Ohio
$267K – – –
RG
510
Rathbones Group
United Kingdom
$261K – – –
MMHP
511
Murphy Middleton Hinkle & Parker
Georgia
$257K – – –
CC
512
Claybrook Capital
Massachusetts
$253K – – –
FA
513
FCG Advisors
New Jersey
$252K +$1.82K +14 +0.7%
CCA
514
Checchi Capital Advisers
California
$242K -$6.78K -52 -3%
FWM
515
Frontier Wealth Management
Missouri
$241K +$262 +2 +0.1%
TA
516
TFG Advisers
Michigan
$241K +$8.59K +66 +4%
TFCP
517
Twin Focus Capital Partners
Massachusetts
$241K +$241K +1,850 New
B
518
Bridgeworth
Alabama
$240K -$1.95K -15 -0.8%
DE
519
Day & Ennis
Georgia
$234K +$912 +7 +0.4%
TFF
520
The Family Firm
Maryland
$232K +$26.2K +201 +13%
WA
521
Wambolt & Associates
Colorado
$230K – – –
IP
522
Intellectus Partners
California
$230K +$262 +2 +0.1%
RWM
523
RKL Wealth Management
Pennsylvania
$226K -$31.6K -243 -12%
FCA
524
FinTrust Capital Advisors
South Carolina
$226K – – –
Principal Financial Group
525
Principal Financial Group
Iowa
$225K +$7.58K +58 +3%
19 20
21
22 23