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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 %
CIA
676
Cascade Investment Advisors
Oregon
$1.31K – – –
SFSG
677
Stearns Financial Services Group
North Carolina
$1K – – –
GTAM
678
Global Trust Asset Management
Florida
$1K – – –
APC
679
Aspire Private Capital
North Carolina
$1K +$1K +10 New
WIM
680
Westside Investment Management
California
$24 +$24 +188 New
FTIOP
681
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$32M -383,590 Closed
RWM
682
Rezny Wealth Management
Florida
– -$7.93M -61,564 Closed
Jane Street
683
Jane Street
New York
– -$2.65M -20,583 Closed
JIP
684
Jaffetilchin Investment Partners
Florida
– -$1.95M -15,140 Closed
PAS
685
Park Avenue Securities
New York
– -$820K -6,277 Closed
MHS
686
M Holdings Securities
Oregon
– -$641K -4,982 Closed
EFL
687
ERn Financial LLC
Wisconsin
– -$488K -3,681 Closed
WS
688
Wedbush Securities
California
– -$474K -3,681 Closed
JFGLC
689
Johnson Financial Group LLC (Colorado)
Colorado
– -$352K -2,736 Closed
SPI
690
Santori & Peters Inc
Pennsylvania
– -$312K -2,427 Closed
TFS
691
Thoroughbred Financial Services
Tennessee
– -$242K -1,883 Closed
PJSIMP
692
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$230K -1,786 Closed
WI
693
Wintrust Investments
Illinois
– -$228K -1,770 Closed
BF
694
Blankinship & Foster
California
– -$201K -1,562 Closed
PCP
695
Proficio Capital Partners
Massachusetts
– -$111K -866 Closed
BBNA
696
Bremer Bank National Association
Minnesota
– -$69K -515 Closed
TC
697
Truvestments Capital
Florida
– -$65K -504 Closed
IWP
698
Icon Wealth Partners
Texas
– -$65K -501 Closed
BWA
699
Burt Wealth Advisors
Maryland
– -$64K -500 Closed
AIA
700
Alera Investment Advisors
Illinois
– -$59K -458 Closed
26 27
28
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