VBR icon

Vanguard Small-Cap Value ETF

776 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+91
Holders Change %
+13.28%
% of All Funds
15.32%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.07%
New
143
Increased
332
Reduced
213
Closed
44
Calls
$2.7M
Puts
$1.26M
Net Calls
+$1.44M
Net Calls Change
-$5.63M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
601
SVB Investment Services
Utah
$223K +$223K +1,629 New
VDFA
602
Vickerman & Driscoll Financial Advisors
Washington
$222K -$273K -1,990 -55%
UR
603
USCA RIA
Texas
$218K
BFPW
604
BOK Financial Private Wealth
Colorado
$217K
CAL
605
Capital Advisors Ltd
Ohio
$217K +$4.94K +36 +2%
EA
606
Elm Advisors
California
$216K -$2.74K -20 -1%
WWM
607
Windsor Wealth Management
Indiana
$216K +$216K +1,579 New
PP
608
PDS Planning
Ohio
$215K
CHA
609
Carmichael Hill & Associates
Maryland
$215K +$215K +1,565 New
IC
610
Intersect Capital
California
$215K +$215K +1,570 New
SAM
611
Summit Asset Management
Tennessee
$214K -$8.49K -62 -4%
SNT
612
Security National Trust
West Virginia
$209K
HA
613
Harborview Advisors
Maine
$207K +$207K +1,508 New
BF
614
Blankinship & Foster
California
$206K +$206K +1,501 New
JCM
615
Jacobsen Capital Management
Utah
$204K -$12.5K -91 -6%
DLCIG
616
D.L. Carlson Investment Group
New Hampshire
$204K +$204K +1,488 New
PWMG
617
Prestige Wealth Management Group
New Jersey
$202K -$5.36K -39 -3%
PO
618
Private Ocean
California
$201K -$18.9K -138 -9%
PFO
619
Pathstone Family Office
New Jersey
$201K
DWM
620
Doyle Wealth Management
Florida
$201K +$201K +1,465 New
FFWA
621
FRG Family Wealth Advisors
Washington
$201K +$201K +1,469 New
SYBT
622
Stock Yards Bank & Trust
Kentucky
$201K +$201K +1,470 New
MCA
623
Magnolia Capital Advisors
Mississippi
$200K +$200K +1,463 New
CB
624
Community Bank
New York
$192K +$137K +1,000 +250%
TFA
625
Tobias Financial Advisors
Florida
$189K +$189K +1,385 New