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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 %
BO
501
BRR OpCo
Ohio
$311K -$4.51K -35 -1%
OC
502
Oppenheimer & Co
New York
$308K -$13.9K -108 -4%
IAA
503
Ironsides Asset Advisors
North Carolina
$308K – – –
ACI
504
Alpha Cubed Investments
California
$307K -$26.4K -205 -8%
WA
505
WP Advisors
California
$303K +$17.3K +134 +6%
EHPM
506
Emery Howard Portfolio Management
California
$301K -$204K -1,586 -40%
ISL
507
Ingalls & Snyder LLC
New York
$301K +$1.93K +15 +0.6%
WIA
508
Wealthstreet Investment Advisors
Texas
$300K -$403K -3,038 -57%
BIM
509
Baldwin Investment Management
Pennsylvania
$300K – – –
KCPG
510
Kavar Capital Partners Group
Kansas
$300K – – –
Bessemer Group
511
Bessemer Group
New Jersey
$299K -$131K -1,015 -30%
DPI
512
Diversified Portfolios Inc
Michigan
$295K – – –
MWP
513
MYCIO Wealth Partners
Pennsylvania
$292K +$11.9K +92 +4%
WCWM
514
Willow Creek Wealth Management
California
$291K +$1.29K +10 +0.4%
1WA
515
180 Wealth Advisors
Washington
$290K +$290K +2,277 New
DE
516
Day & Ennis
Georgia
$289K +$57.5K +446 +25%
CCA
517
Checchi Capital Advisers
California
$286K +$46.5K +360 +19%
RF
518
RHS Financial
California
$281K – – –
Lido Advisors
519
Lido Advisors
California
$279K +$4.76K +37 +2%
NG
520
Northstar Group
New York
$277K -$79.8K -618 -22%
AP
521
Appleton Partners
Massachusetts
$277K +$386 +3 +0.1%
WI
522
Wintrust Investments
Illinois
$276K +$276K +2,140 New
Principal Financial Group
523
Principal Financial Group
Iowa
$275K +$53.1K +412 +24%
LWAC
524
Laurel Wealth Advisors (California)
California
$273K +$1.81K +14 +0.7%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$6.96K +54 +3%
19 20
21
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