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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 %
JFA
51
Johanson Financial Advisors
California
$22.5M +$22.3M +3,062,268 +13,538%
SP
52
Symmetry Partners
Connecticut
$22.4M -$1.16K -9 -0%
Creative Planning
53
Creative Planning
Kansas
$22M +$108K +790 +0.5%
BSW
54
Buckingham Strategic Wealth
Missouri
$21.8M +$1.26M +9,209 +6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$21M -$992K -7,238 -5%
MMA
56
Miracle Mile Advisors
California
$20.1M -$703K -5,126 -3%
BFA
57
Bragg Financial Advisors
North Carolina
$19.7M +$1.83M +13,323 +10%
Mariner
58
Mariner
Kansas
$19.6M +$3.24M +23,643 +20%
PP
59
PrairieView Partners
Minnesota
$19.4M +$1.34M +9,773 +7%
AC
60
Athanor Capital
New York
$19.3M +$17M +124,000 +738%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$18.9M +$55.5K +405 +0.3%
PP
62
PagnatoKarp Partners
Virginia
$18.8M +$8.86M +64,647 +89%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$18M +$644K +4,699 +4%
MWM
64
Modera Wealth Management
New Jersey
$17.5M -$395K -2,882 -2%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$17.1M +$5.15M +37,591 +43%
GT
66
Glenmede Trust
Pennsylvania
$16.9M +$749K +5,462 +5%
AMG
67
Asset Management Group
Connecticut
$16.8M +$635K +4,630 +4%
PSUF
68
People's United Financial
Connecticut
$16.7M +$1.65K +12 +0%
TC
69
Trilogy Capital
California
$16.2M -$851K -6,272 -5%
NFG
70
NewFocus Financial Group
Washington
$15.8M -$47.3K -345 -0.3%
HR
71
Hardy Reed
Mississippi
$15.5M – – –
MAM
72
Marotta Asset Management
Virginia
$15.3M +$15.3M +114,488 New
AG
73
Advisor Group
Arizona
$15.2M -$186K -1,358 -1%
CGL
74
Clarius Group LLC
Washington
$15M -$25.2K -183 -0.2%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$14.9M +$2.06M +15,029 +16%
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