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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 %
CL
51
Choreo LLC
Illinois
$18.6M +$406K +3,142 +2%
QCM
52
Quest Capital Management
Texas
$18M -$389K -3,017 -2%
Creative Planning
53
Creative Planning
Kansas
$17.9M -$272K -2,114 -1%
TC
54
Trilogy Capital
California
$17.9M -$3.25M -25,281 -15%
MWM
55
Modera Wealth Management
New Jersey
$17.5M -$217K -1,684 -1%
CCM
56
Carlson Capital Management
Minnesota
$17.3M -$813K -6,317 -4%
SB
57
Suntrust Banks
Georgia
$16.7M +$116K +900 +0.7%
B
58
Bailard
California
$16.5M +$789K +6,127 +5%
PSUF
59
People's United Financial
Connecticut
$16.3M -$419K -3,251 -2%
PP
60
PrairieView Partners
Minnesota
$16M +$195K +1,511 +1%
NDSI
61
Newman Dignan & Sheerar Inc
Rhode Island
$15M -$47.6K -37 -0.3%
CGL
62
Clarius Group LLC
Washington
$14.8M +$1.15M +8,910 +8%
NFG
63
NewFocus Financial Group
Washington
$14.6M +$7.36M +57,160 +101%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$14.6M +$846K +6,570 +6%
RJA
65
Raymond James & Associates
Florida
$14.6M -$18.2M -141,339 -56%
HR
66
Hardy Reed
Mississippi
$14.4M -$165K -1,279 -1%
AG
67
Advisor Group
Arizona
$14.1M +$2.36M +18,321 +20%
BFA
68
Bragg Financial Advisors
North Carolina
$13.8M +$1.88M +14,632 +16%
CFS
69
Cannon Financial Strategists
Georgia
$13.7M +$13.7M +106,187 New
AMG
70
Asset Management Group
Connecticut
$13.5M +$437K +3,394 +3%
F
71
F3Logic
Minnesota
$13.4M +$3.46M +26,829 +35%
IWA
72
Inspirion Wealth Advisors
Illinois
$13.1M +$861K +6,689 +7%
USAA
73
United Services Automobile Association
Texas
$13.1M +$10.9M +85,050 +519%
RRC
74
Relaxing Retirement Coach
Massachusetts
$12.4M +$21.1K +164 +0.2%
Comerica Bank
75
Comerica Bank
Texas
$12.3M +$5.59M +42,264 +83%
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