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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

685 hedge funds and large institutions have $7.03B invested in Vanguard Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
15.05%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.05%
New
58
Increased
287
Reduced
229
Closed
45
Calls
$19.1M
Puts
$12M
Net Calls
+$7.07M
Net Calls Change
+$3.76M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$62.4M
2
Bank of America
Bank of America
North Carolina
+$41.6M
3
AL
Aspiriant LLC
California
+$29.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$28.5M
5
AssetMark Inc
AssetMark Inc
California
+$13.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.2M
3
USAA
United Services Automobile Association
Texas
-$26.9M
4
RGI
River Global Investors
United Kingdom
-$9.18M
5
CFS
Cannon Financial Strategists
Georgia
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
701
Wambolt & Associates
Colorado
– -$230K -1,765 Closed
RWM
702
RKL Wealth Management
Pennsylvania
– -$226K -1,736 Closed
HCA
703
Harbour Capital Advisors
Virginia
– -$224K -1,717 Closed
EWA
704
EP Wealth Advisors
California
– -$208K -1,592 Closed
CSIA
705
Charles Schwab Investment Advisory
California
– -$207K -1,588 Closed
WWM
706
Windsor Wealth Management
Indiana
– -$207K -1,578 Closed
RFC
707
Regions Financial Corp
Alabama
– -$204K -1,561 Closed
SKK
708
Shepherd Kaplan Krochuk
Massachusetts
– -$201K -1,543 Closed
W
709
WealthOne
New York
– -$201K -1,543 Closed
IFWM
710
Institute for Wealth Management
Colorado
– -$200K -1,534 Closed
ZB
711
Zions Bancorporation
Utah
– -$188K -1,442 Closed
DWM
712
Doyle Wealth Management
Florida
– -$165K -1,261 Closed
BCI
713
Brinker Capital Investments
Pennsylvania
– -$156K -1,192 Closed
VC
714
Vestor Capital
Illinois
– -$104K -795 Closed
WB
715
Webster Bank
Connecticut
– -$61K -471 Closed
JWM
716
Janiczek Wealth Management
Colorado
– -$55K -420 Closed
RCAG
717
Rehmann Capital Advisory Group
Michigan
– -$47.4K -363 Closed
HWA
718
Heritage Wealth Advisors
Virginia
– -$39.5K -302 Closed
MWC
719
MKD Wealth Coaches
Michigan
– -$27K -206 Closed
TA
720
TCG Advisors
Texas
– -$23K -177 Closed
SIS
721
Sound Income Strategies
Florida
– -$13K -102 Closed
AIM
722
Axiom Investment Management
New York
– -$12K -93 Closed
DWA
723
Dougherty Wealth Advisers
Minnesota
– -$12K -90 Closed
SIM
724
Sonora Investment Management
Arizona
– -$8K -61 Closed
LWA
725
Lowe Wealth Advisors
Maryland
– -$5K -40 Closed
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29
30