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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 %
WEC
551
Winslow Evans & Crocker
Massachusetts
$186K +$21.3K +162 +13%
BAM
552
Belpointe Asset Management
Nevada
$177K +$177K +1,353 New
CC
553
Cassaday & Co
Virginia
$167K -$18.1K -138 -10%
DWM
554
Doyle Wealth Management
Florida
$165K +$165K +1,261 New
CB
555
Community Bank
New York
$164K – – –
SSB
556
Sandy Spring Bank
Maryland
$157K +$1.17K +9 +0.8%
BCI
557
Brinker Capital Investments
Pennsylvania
$156K +$81.9K +626 +111%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$150K -$8.2K -63 -5%
BWM
559
BerganKDV Wealth Management
Minnesota
$144K -$6.68K -51 -4%
PB
560
Pinnacle Bancorp
Nebraska
$142K – – –
CFN
561
Cordasco Financial Network
Florida
$141K +$393 +3 +0.3%
CAC
562
Certified Advisory Corp
Florida
$141K +$2.61K +20 +2%
VCM
563
Vigilant Capital Management
Maine
$141K +$120K +921 +576%
AIM
564
Advantage Investment Management
Iowa
$137K -$48.6K -373 -26%
FMB
565
Field & Main Bank
Kentucky
$131K – – –
RE
566
RBC Europe
United Kingdom
$131K – – –
S
567
SignatureFD
Georgia
$126K -$7.07K -54 -5%
JGIA
568
Jackson Grant Investment Advisers
Connecticut
$126K +$524 +4 +0.4%
FPB
569
First PREMIER Bank
South Dakota
$119K – – –
LB
570
Legacy Bridge
Iowa
$109K – – –
CFD
571
Creative Financial Designs
Indiana
$109K +$11.1K +85 +11%
BlackRock
572
BlackRock
New York
$104K -$20.3K -155 -16%
VC
573
Vestor Capital
Illinois
$104K -$13.1K -100 -11%
CIAS
574
Capital Investment Advisory Services
North Carolina
$104K +$903 +7 +0.9%
1IA
575
1834 Investment Advisors
Wisconsin
$102K +$392 +3 +0.4%
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