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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 %
CCM
51
Carlson Capital Management
Minnesota
$18.3M +$712K +5,453 +4%
Creative Planning
52
Creative Planning
Kansas
$18M -$172K -1,314 -0.9%
B
53
Bailard
California
$17.9M +$1.12M +8,611 +7%
MWM
54
Modera Wealth Management
New Jersey
$17.4M -$353K -2,702 -2%
TC
55
Trilogy Capital
California
$17.4M -$726K -5,569 -4%
SB
56
Suntrust Banks
Georgia
$17.2M +$221K +1,696 +1%
QCM
57
Quest Capital Management
Texas
$16.9M -$1.29M -9,852 -7%
PP
58
PrairieView Partners
Minnesota
$16.8M +$558K +4,272 +3%
F
59
F3Logic
Minnesota
$16.8M +$3.13M +23,930 +23%
PSUF
60
People's United Financial
Connecticut
$16.4M -$217K -1,664 -1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$16.3M +$1.5M +11,490 +10%
NFG
62
NewFocus Financial Group
Washington
$15.5M +$615K +4,714 +4%
BFA
63
Bragg Financial Advisors
North Carolina
$15.3M +$1.33M +10,158 +10%
HR
64
Hardy Reed
Mississippi
$14.6M -$6.01K -46 -0%
AG
65
Advisor Group
Arizona
$14.5M +$137K +1,050 +1%
CGL
66
Clarius Group LLC
Washington
$14.4M -$610K -4,672 -4%
FAAS
67
First Allied Advisory Services
California
$14.1M -$6.85M -52,439 -33%
IWA
68
Inspirion Wealth Advisors
Illinois
$13.7M +$472K +3,617 +4%
Mariner
69
Mariner
Kansas
$13.7M +$1.35M +10,308 +11%
AMG
70
Asset Management Group
Connecticut
$13.7M +$50.4K +386 +0.4%
CFS
71
Cannon Financial Strategists
Georgia
$13.3M -$535K -4,097 -4%
RRC
72
Relaxing Retirement Coach
Massachusetts
$12.5M -$69.8K -535 -0.6%
Comerica Bank
73
Comerica Bank
Texas
$12.4M +$394K +3,038 +3%
TYCC
74
Texas Yale Capital Corp
Florida
$12.3M -$12.3M -93,884 -50%
LIC
75
Lodestar Investment Counsel
Illinois
$11.9M -$121K -930 -1%
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