VBR icon

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 %
CIA
676
Cascade Investment Advisors
Oregon
$1.29K – – –
SFSG
677
Stearns Financial Services Group
North Carolina
$1K – – –
GTAM
678
Global Trust Asset Management
Florida
$1K – – –
SFA
679
Stewardship Financial Advisors
Georgia
$1K +$1K +4 New
JPLA
680
Joseph P. Lucia & Associates
New York
$50 +$50 +6,625 New
BIG
681
Boothe Investment Group
Delaware
– -$9.83M -86,210 Closed
SGAM
682
Stephens Group Asset Management
Arkansas
– -$9.17M -80,404 Closed
3AM
683
3EDGE Asset Management
Florida
– -$7.16M -62,740 Closed
Kayne Anderson Rudnick Investment Management
684
Kayne Anderson Rudnick Investment Management
California
– -$4.55M -39,870 Closed
NFC
685
Northeast Financial Consultants
Connecticut
– -$4.54M -39,770 Closed
Koshinski Asset Management
686
Koshinski Asset Management
Illinois
– -$2.51M -28,743 Closed
Millennium Management
687
Millennium Management
New York
– -$1.29M -11,299 Closed
JPG
688
Jordan Park Group
California
– -$867K -7,600 Closed
CL
689
CPWM LLC
Washington
– -$862K -7,555 Closed
SBSB
690
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$727K -6,371 Closed
IA
691
IFG Advisory
Georgia
– -$640K -4,964 Closed
GFP
692
Gryphon Financial Partners
Ohio
– -$513K -4,200 Closed
CBT
693
Capital Bank & Trust
California
– -$444K -3,892 Closed
JFL
694
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$384K -3,370 Closed
UBV
695
United Bank (Virginia)
Virginia
– -$347K -3,040 Closed
Fuller & Thaler Asset Management
696
Fuller & Thaler Asset Management
California
– -$319K -2,801 Closed
CA
697
Continuum Advisory
Idaho
– -$295K -2,585 Closed
CPIA
698
Cornell Pochily Investment Advisors
New York
– -$305K -2,447 Closed
CWS
699
Cypress Wealth Services
California
– -$275K -2,408 Closed
HH
700
Hilltop Holdings
Texas
– -$262K -2,300 Closed
26 27
28
29 30