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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
$169M
2
Betterment LLC
Betterment LLC
New York
$700M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$53.2M
4
USAA
United Services Automobile Association
Texas
$26.9M
5
Bank of America
Bank of America
North Carolina
$901M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
Ameriprise
Minnesota
$53.3M
5
TYCC
Texas Yale Capital Corp
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
651
Weaver Consulting Group
California
$5K – – –
OIA
652
Optimum Investment Advisors
Illinois
$5K – – –
FWM
653
Focused Wealth Management
New York
$5K – – –
IF
654
Ironwood Financial
Arizona
$5K – – –
HS
655
Horan Securities
United States
$5K – – –
GI
656
Gradient Investments
Minnesota
$5K +$5K +36 New
SCA
657
Stonebridge Capital Advisors
Minnesota
$5K +$5K +38 New
LWM
658
Lenox Wealth Management
Ohio
$5K +$5K +39 New
LWA
659
Lowe Wealth Advisors
Maryland
$5K +$5K +40 New
PCA
660
Providence Capital Advisors
North Carolina
$4K – – –
VRM
661
Vectors Research Management
New York
$4K – – –
AIS
662
Accurate Investment Solutions
Pennsylvania
$4K +$1.09K +9 +38%
CCM
663
Cribstone Capital Management
Maine
$3K -$3.75K -25 -56%
TCOV
664
Trust Company of Vermont
Vermont
$3K – – –
SMFS
665
Squar Milner Financial Services
California
$3K – – –
KTC
666
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
TFA
667
Transamerica Financial Advisors
Florida
$3K +$3K +20 New
SIC
668
Salem Investment Counselors
North Carolina
$3K +$3K +25 New
AIP
669
Ameritas Investment Partners
Nebraska
$3K +$3K +26 New
UB
670
UMB Bank
Missouri
$2.94K +$42 +324 +1%
MWM
671
Meridian Wealth Management
Kentucky
$2.61K +$467 +358 +22%
BRWM
672
B. Riley Wealth Management
Tennessee
$2.45K +$19 +145 +0.8%
AWM
673
AllSquare Wealth Management
New York
$2K – – –
RBA
674
Richard Bernstein Advisors
New York
$2K +$111 +1 +6%
NDSI
675
Newman Dignan & Sheerar Inc
Rhode Island
$1.43K -$97 -746 -6%
25 26
27
28 29