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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 %
GT
626
Glenmede Trust
Pennsylvania
$15.3K -$691 -5,295 -4%
CAGAS
627
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
VFA
628
Valeo Financial Advisors
Indiana
$14K -$37.1K -294 -73%
BEI
629
Benjamin Edwards Inc
Missouri
$14K +$14K +108 New
SIS
630
Sound Income Strategies
Florida
$13K -$39.3K -308 -75%
TSW
631
Thompson Siegel & Walmsley
Virginia
$13K -$4.89K -38 -27%
CB
632
CNB Bank
Pennsylvania
$13K – – –
LGWM
633
Litman Gregory Wealth Management
California
$13K – – –
MWM
634
Merriman Wealth Management
Washington
$12.5K +$258 +197 +2%
DWA
635
Dougherty Wealth Advisers
Minnesota
$12K – – –
AIM
636
Axiom Investment Management
New York
$12K – – –
LWM
637
Liberty Wealth Management
California
$12K +$5.48K +42 +84%
SFA
638
Semmax Financial Advisors
North Carolina
$11K -$13.5K -101 -55%
RFM
639
Royal Fund Management
Florida
$10K – – –
TVWM
640
Tower View Wealth Management
Wisconsin
$9K -$248K -1,929 -96%
QAM
641
QCI Asset Management
New York
$8K -$4.59K -35 -36%
CAL
642
Capital Analysts LLC
Pennsylvania
$8K – – –
SIM
643
Sonora Investment Management
Arizona
$8K +$8K +61 New
JPLA
644
Joseph P. Lucia & Associates
New York
$7K -$921K -6,575 -99%
MIM
645
Macroview Investment Management
Maryland
$7K – – –
TC
646
Trust Company
Kansas
$7K – – –
IFA
647
Interactive Financial Advisors
Illinois
$7K +$130 +1 +2%
MCM
648
McMillion Capital Management
North Carolina
$7K +$7K +50 New
BFO
649
Biltmore Family Office
North Carolina
$6K +$6K +45 New
TRCT
650
Tower Research Capital (TRC)
New York
$5K -$4.55M -33,676 -100%
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