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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
$73.7M
2
Bank of America
Bank of America
North Carolina
$931M
3
AL
Aspiriant LLC
California
$29.7M
4
Victory Capital Management
Victory Capital Management
Texas
$28.5M
5
AssetMark Inc
AssetMark Inc
California
$157M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.8M
3
USAA
United Services Automobile Association
Texas
$0
4
RGI
River Global Investors
United Kingdom
$0
5
CFS
Cannon Financial Strategists
Georgia
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
51
Buckingham Strategic Wealth
Missouri
$19.3M -$1.19M -9,217 -6%
B
52
Bailard
California
$18.7M +$1.1M +8,526 +6%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$17.7M -$860K -6,678 -5%
PP
54
PrairieView Partners
Minnesota
$17M +$431K +3,348 +3%
MWM
55
Modera Wealth Management
New Jersey
$16.8M -$373K -2,895 -2%
BFA
56
Bragg Financial Advisors
North Carolina
$16.8M +$1.69M +13,145 +11%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$16.3M +$226K +1,752 +1%
SB
58
Suntrust Banks
Georgia
$16M -$924K -7,175 -5%
TC
59
Trilogy Capital
California
$15.9M -$918K -7,267 -5%
PSUF
60
People's United Financial
Connecticut
$15.7M -$493K -3,828 -3%
Mariner
61
Mariner
Kansas
$15.4M +$1.83M +14,206 +14%
AMG
62
Asset Management Group
Connecticut
$15.2M +$1.71M +13,273 +13%
NFG
63
NewFocus Financial Group
Washington
$14.9M -$410K -3,181 -3%
HR
64
Hardy Reed
Mississippi
$14.6M +$204K +1,587 +1%
AG
65
Advisor Group
Arizona
$14.4M +$127K +982 +0.9%
QI
66
QS Investors
New York
$14.3M -$4.62M -35,861 -24%
QCM
67
Quest Capital Management
Texas
$14.2M -$2.45M -19,041 -15%
CGL
68
Clarius Group LLC
Washington
$14.1M -$138K -1,072 -1%
IWA
69
Inspirion Wealth Advisors
Illinois
$13.7M +$118K +915 +0.9%
TYCC
70
Texas Yale Capital Corp
Florida
$12.5M +$395K +3,066 +3%
CA
71
Cornerstone Advisory
Maryland
$12.3M +$607K +4,710 +5%
PAG
72
Private Advisor Group
New Jersey
$12.2M +$1.33M +10,254 +12%
RRC
73
Relaxing Retirement Coach
Massachusetts
$12.1M -$263K -2,037 -2%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$12.1M +$1.99M +15,440 +20%
BC
75
Bartlett & Co
Ohio
$12M +$12M +92,821 +19,338%
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