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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 %
LS
776
Leelyn Smith
Illinois
$22 +$22 +162 New
PL
777
Polianta Ltd
Jersey
– -$11.2M -87,100 Closed
Impax Asset Management Group
778
Impax Asset Management Group
United Kingdom
– -$9.02M -70,000 Closed
SWA
779
Stratos Wealth Advisors
Ohio
– -$2.42M -18,752 Closed
S
780
Schroders
United Kingdom
– -$2.2M -17,060 Closed
BP
781
BBR Partners
New York
– -$1.95M -15,141 Closed
FC
782
Forte Capital
New York
– -$1.86M -14,421 Closed
JG
783
Jefferies Group
New York
– -$1.77M -13,745 Closed
M&T Bank
784
M&T Bank
New York
– -$1.54M -11,928 Closed
TF
785
Trek Financial
Arizona
– -$1.53M -11,699 Closed
MPW
786
MA Private Wealth
California
– -$1.19M -9,213 Closed
HT
787
Heritage Trust
Oklahoma
– -$895K -6,943 Closed
SC
788
Scotia Capital
Ontario, Canada
– -$800K -6,205 Closed
Millennium Management
789
Millennium Management
New York
– -$582K -4,522 Closed
CWP
790
Capital Wealth Planning
Florida
– -$552K -4,234 Closed
UBS AM
791
UBS AM
Illinois
– -$504K -3,915 Closed
GM
792
GeoWealth Management
Illinois
– -$374K -2,905 Closed
Renaissance Technologies
793
Renaissance Technologies
New York
– -$374K -2,900 Closed
Simplex Trading
794
Simplex Trading
Illinois
– -$360K -2,795 Closed
PAS
795
Partnervest Advisory Services
California
– -$359K -2,783 Closed
CW
796
CreativeOne Wealth
Kansas
– -$358K -2,777 Closed
VCA
797
Verdence Capital Advisors
Maryland
– -$315K -2,444 Closed
SWM
798
Sequoia Wealth Management
Illinois
– -$313K -2,433 Closed
WCWM
799
Willow Creek Wealth Management
California
– -$291K -2,257 Closed
IB
800
Intrust Bank
Kansas
– -$263K -2,044 Closed
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