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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 %
Principal Financial Group
526
Principal Financial Group
Iowa
$214K -$5.41M -42,064 -96%
PP
527
PDS Planning
Ohio
$213K -$164K -1,269 -43%
MWM
528
Meridian Wealth Management
Kentucky
$211K +$211K +1,642 New
SAM
529
Summit Asset Management
Tennessee
$209K +$209K +1,625 New
CIC
530
Carnegie Investment Counsel
Ohio
$206K +$206K +1,598 New
EA
531
Elm Advisors
California
$205K +$205K +1,595 New
WWM
532
Windsor Wealth Management
Indiana
$203K +$203K +1,578 New
TFF
533
The Family Firm
Maryland
$203K +$203K +1,579 New
W
534
WealthOne
New York
$202K +$771 +6 +0.4%
ACP
535
Arcus Capital Partners
Georgia
$202K +$202K +1,570 New
BF
536
Blankinship & Foster
California
$201K +$201K +1,562 New
BW
537
Bison Wealth
Georgia
$200K +$200K +1,550 New
SNT
538
Security National Trust
West Virginia
$196K – – –
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$188K +$7.96K +62 +4%
ZB
540
Zions Bancorporation
Utah
$186K +$186K +1,442 New
SBL
541
Sargent Bickham Lagudis
Colorado
$184K +$2.19K +17 +1%
AIM
542
Advantage Investment Management
Iowa
$183K -$44.7K -348 -20%
CC
543
Cassaday & Co
Virginia
$182K -$42.2K -328 -19%
RFC
544
Regions Financial Corp
Alabama
$174K -$45.7K -356 -21%
TFS
545
TrustCore Financial Services
Tennessee
$168K +$168K +1,308 New
WEC
546
Winslow Evans & Crocker
Massachusetts
$164K – – –
CB
547
Community Bank
New York
$162K +$51.6K +400 +47%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$156K +$156K +1,215 New
SSB
549
Sandy Spring Bank
Maryland
$154K – – –
CAL
550
Capital Advisors Ltd
Ohio
$150K -$12.2K -95 -8%
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22
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