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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 %
EWMCB
526
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$271K – – –
LFAS
527
Level Four Advisory Services
Texas
$270K -$8.9K -69 -3%
IB
528
Intrust Bank
Kansas
$263K -$75.4K -586 -22%
LC
529
LCNB Corp
Ohio
$263K – – –
FA
530
FCG Advisors
New Jersey
$261K +$12.1K +94 +5%
RG
531
Rathbones Group
United Kingdom
$258K – – –
ACP
532
Arcus Capital Partners
Georgia
$255K +$51.5K +399 +25%
MMHP
533
Murphy Middleton Hinkle & Parker
Georgia
$254K – – –
CC
534
Claybrook Capital
Massachusetts
$250K – – –
TFS
535
Thoroughbred Financial Services
Tennessee
$248K +$248K +1,922 New
GVAG
536
Great Valley Advisor Group
Delaware
$241K -$209K -1,624 -46%
TFCP
537
Twin Focus Capital Partners
Massachusetts
$238K – – –
B
538
Bridgeworth
Alabama
$238K – – –
FWM
539
Frontier Wealth Management
Missouri
$236K -$1.16K -9 -0.5%
TA
540
TFG Advisers
Michigan
$234K -$3.99K -31 -2%
PHS
541
Pekin Hardy Strauss
Illinois
$233K +$233K +1,810 New
IA
542
IFG Advisory
Georgia
$232K -$268K -2,082 -54%
LW
543
Linscomb Wealth
Texas
$231K +$231K +1,794 New
SQA
544
Simon Quick Advisors
New Jersey
$227K -$123K -951 -35%
IP
545
Intellectus Partners
California
$226K +$386 +3 +0.2%
FCA
546
FinTrust Capital Advisors
South Carolina
$224K – – –
GLA
547
Good Life Advisors
Pennsylvania
$223K -$43.7K -337 -16%
BCM
548
Brookstone Capital Management
Illinois
$219K +$219K +1,697 New
LRPA
549
L. Roy Papp & Associates
Arizona
$218K +$1.93K +15 +0.9%
SFG
550
StrategIQ Financial Group
Indiana
$213K -$2.06K -16 -1%
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