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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

776 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+91
Holders Change %
+13.28%
% of All Funds
15.32%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.07%
New
143
Increased
332
Reduced
213
Closed
44
Calls
$2.7M
Puts
$1.26M
Net Calls
+$1.44M
Net Calls Change
-$5.63M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$790M
2
SGAM
Stephens Group Asset Management
Arkansas
$53.1M
3
Wells Fargo
Wells Fargo
California
$227M
4
UBS Group
UBS Group
Switzerland
$170M
5
JFA
Johanson Financial Advisors
California
$22.5M

Top Sellers

1
KTM
Keeler Thomas Management
Utah
$879K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.7M
3
Bank of America
Bank of America
North Carolina
$948M
4
Deutsche Bank
Deutsche Bank
Germany
$68K
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
701
Kore Private Wealth
New York
$41K +$41K +297 New
LWA
702
LWS Wealth Advisors
New Jersey
$41K +$41K +301 New
GFPC
703
Global Financial Private Client
Florida
$39.8K +$39.8K +290 New
AA
704
Argent Advisors
Louisiana
$39K +$39K +289 New
SAM
705
S.A. Mason
Michigan
$35K +$35K +258 New
AIM
706
Anchor Investment Management
South Carolina
$33.7K +$2.47K +18 +8%
TF
707
TimeScale Financial
Massachusetts
$33K – – –
AA
708
Advisory Alpha
Michigan
$31.3K -$15.3K -112 -33%
EP
709
Eudaimonia Partners
Tennessee
$30K +$30K +219 New
MCWS
710
McKinley Carter Wealth Services
West Virginia
$29K +$29K +212 New
JCM
711
Jacobi Capital Management
Pennsylvania
$26K +$136 +1 +0.5%
RG
712
Retirement Group
California
$26K +$26K +192 New
CFA
713
Carroll Financial Associates
North Carolina
$23K – – –
CB
714
CNB Bank
Pennsylvania
$22K +$8.56K +63 +64%
FGAM
715
Financial Gravity Asset Management
Texas
$21K -$3.77K -28 -15%
BC
716
Barnett & Company
Tennessee
$21K – – –
JWBC
717
John W. Brooker & Co
California
$21K +$21K +155 New
DAM
718
Delta Asset Management
Tennessee
$20K – – –
SFG
719
Sowa Financial Group
Rhode Island
$20K +$20K +143 New
LWA
720
Lenox Wealth Advisors
New York
$20K +$20K +146 New
CAGAS
721
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
LWM
722
Liberty Wealth Management
California
$18K +$5.55K +41 +45%
PCA
723
Peddock Capital Advisors
Massachusetts
$17K +$17K +124 New
FPFS
724
First Personal Financial Services
North Carolina
$16K +$16K +116 New
BEI
725
Benjamin Edwards Inc
Missouri
$15K +$265 +2 +2%
27 28
29
30 31