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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

679 hedge funds and large institutions have $6.81B invested in Vanguard Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 233 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
82
Increased
252
Reduced
233
Closed
55
Calls
$3.53M
Puts
$973K
Net Calls
+$2.55M
Net Calls Change
+$2.71M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$33.9M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$32M
3
PCA
Personal Capital Advisors
California
+$18.1M
4
SCA
Spearhead Capital Advisors
Florida
+$11.9M
5
TYCC
Texas Yale Capital Corp
Florida
+$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.6M
2
RJA
Raymond James & Associates
Florida
-$18.2M
3
MIS
Morningstar Investment Services
Illinois
-$14.6M
4
BIG
Boothe Investment Group
Delaware
-$9.83M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
651
Trust Company
Kansas
$6K – – –
EWM
652
Elmwood Wealth Management
California
$6K – – –
LWM
653
Liberty Wealth Management
California
$6K – – –
WWM
654
Willingdon Wealth Management
North Carolina
$6K +$6K +49 New
OIA
655
Optimum Investment Advisors
Illinois
$5K -$2.86K -20 -36%
HS
656
Horan Securities
United States
$5K – – –
IF
657
Ironwood Financial
Arizona
$5K – – –
FWM
658
Focused Wealth Management
New York
$5K – – –
CWM
659
Catamount Wealth Management
Connecticut
$5K – – –
AP
660
Atwood & Palmer
Missouri
$4K – – –
SF
661
Synovus Financial
Georgia
$4K +$4K +30 New
WCG
662
Weaver Consulting Group
California
$4K +$4K +35 New
CF
663
Centaurus Financial
California
$3.85K +$940 +121 +32%
TCOV
664
Trust Company of Vermont
Vermont
$3K – – –
PGWM
665
Parisi Gray Wealth Management
New Jersey
$3K – – –
PCA
666
Providence Capital Advisors
North Carolina
$3K – – –
AIS
667
Accurate Investment Solutions
Pennsylvania
$3K – – –
KTC
668
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
AIC
669
Ameritas Investment Company
Nebraska
$3K +$3K +24 New
VRM
670
Vectors Research Management
New York
$3K +$3K +27 New
WA
671
WP Advisors
California
$2.84K – – –
JWA
672
JFS Wealth Advisors
Pennsylvania
$2K -$17.1K -128 -90%
RBA
673
Richard Bernstein Advisors
New York
$2K -$353 -3 -15%
SMFS
674
Squar Milner Financial Services
California
$2K – – –
AWM
675
AllSquare Wealth Management
New York
$2K +$2K +17 New
25 26
27
28 29