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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 %
LPIC
576
LeJeune Puetz Investment Counsel
Michigan
$139K +$139K +1,075 New
S
577
SignatureFD
Georgia
$137K +$12.9K +100 +10%
BWM
578
BerganKDV Wealth Management
Minnesota
$136K -$5.27K -41 -4%
BlackRock
579
BlackRock
New York
$134K +$32K +249 +31%
VCM
580
Vigilant Capital Management
Maine
$129K -$10.4K -81 -7%
FMB
581
Field & Main Bank
Kentucky
$129K – – –
RE
582
RBC Europe
United Kingdom
$129K – – –
JGIA
583
Jackson Grant Investment Advisers
Connecticut
$125K +$1.16K +9 +0.9%
AIM
584
Advantage Investment Management
Iowa
$120K -$15.5K -120 -11%
FPB
585
First PREMIER Bank
South Dakota
$117K – – –
GSWM
586
Golden State Wealth Management
California
$110K +$11.8K +92 +12%
CFD
587
Creative Financial Designs
Indiana
$108K +$3.62K +29 +3%
SSB
588
Sandy Spring Bank
Maryland
$107K -$48.4K -375 -31%
LB
589
Legacy Bridge
Iowa
$107K – – –
CIAS
590
Capital Investment Advisory Services
North Carolina
$91K -$12.6K -98 -12%
WAP
591
Wealthcare Advisory Partners
Pennsylvania
$89K +$129 +1 +0.1%
SFS
592
Sowell Financial Services
Arkansas
$86K +$86K +669 New
RCA
593
Rowland Carmichael Advisors
Arizona
$83K – – –
JFA
594
JNBA Financial Advisors
Minnesota
$80K – – –
MRC
595
Millburn Ridgefield Corp
New York
$73K -$16.1K -126 -18%
CCP
596
Clarkston Capital Partners
Michigan
$71K +$71K +558 New
IRC
597
Investors Research Corp
Georgia
$70K -$643 -5 -0.9%
IA
598
IndexIQ Advisors
New York
$70K +$13.6K +105 +24%
FA
599
Financial Advantage
Maryland
$70K +$70K +550 New
GWS
600
Glassman Wealth Services
Virginia
$66K – – –
22 23
24
25 26