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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
1
Betterment LLC
New York
$790M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$53.1M
3
Wells Fargo
3
Wells Fargo
California
$227M
4
UBS Group
4
UBS Group
Switzerland
$170M
5
JFA
5
Johanson Financial Advisors
California
$22.5M

Top Sellers

1
KTM
1
Keeler Thomas Management
Utah
$879K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.7M
3
Bank of America
3
Bank of America
North Carolina
$948M
4
Deutsche Bank
4
Deutsche Bank
Germany
$68K
5
PL
5
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
Exencial Wealth Advisors
Oklahoma
$14.8M +$6.65M +48,540 +82%
IWA
77
Inspirion Wealth Advisors
Illinois
$14.7M +$172K +1,253 +1%
BIA
78
BHK Investment Advisors
Alabama
$13.8M +$2.45M +17,847 +22%
EH
79
Equitable Holdings
New York
$13.7M +$13.7M +100,296 New
FAAS
80
First Allied Advisory Services
California
$13.7M +$1.88M +13,684 +16%
TYCC
81
Texas Yale Capital Corp
Florida
$13.4M +$113K +825 +0.9%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$12.8M +$3.43K +25 +0%
RRC
83
Relaxing Retirement Coach
Massachusetts
$12.8M -$104K -759 -0.8%
CA
84
Cornerstone Advisory
Maryland
$12.7M -$316K -2,304 -2%
PAG
85
Private Advisor Group
New Jersey
$12.6M -$306K -2,231 -2%
CM
86
Columbus Macro
Pennsylvania
$12.1M +$2.16M +15,771 +22%
QCM
87
Quest Capital Management
Texas
$12.1M -$3.07M -22,376 -20%
QIM
88
Quest Investment Management
Oregon
$11.8M – – –
REMPR
89
Roof Eidam Maycock Peralta (REMP)
California
$11.4M +$188K +1,368 +2%
SCA
90
Spearhead Capital Advisors
Florida
$11.4M +$164K +1,198 +1%
FM
91
Foster & Motley
Ohio
$11.3M -$4.52K -33 -0%
BCIM
92
Bishop & Co Investment Management
Pennsylvania
$11.1M +$917K +6,687 +9%
Comerica Bank
93
Comerica Bank
Texas
$11.1M +$319K +2,360 +3%
F
94
F3Logic
Minnesota
$11M +$171K +1,244 +2%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$11M +$4.88M +35,626 +79%
MD
96
Money Design
Japan
$10.6M +$10.1M +73,882 +1,991%
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$10.4M +$329K +2,399 +3%
AWM
98
Avior Wealth Management
Nebraska
$10.3M +$3.89M +28,364 +61%
PPW
99
Pasadena Private Wealth
California
$10.2M +$18.9K +138 +0.2%
MGIA
100
Moneta Group Investment Advisors
Missouri
$10.1M +$4.25K +31 +0%
2 3
4
5 6