VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

679 hedge funds and large institutions have $6.81B invested in Vanguard Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 233 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
82
Increased
252
Reduced
233
Closed
55
Calls
$3.53M
Puts
$973K
Net Calls
+$2.55M
Net Calls Change
+$2.71M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$33.9M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$32M
3
PCA
Personal Capital Advisors
California
+$18.1M
4
SCA
Spearhead Capital Advisors
Florida
+$11.9M
5
TYCC
Texas Yale Capital Corp
Florida
+$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.6M
2
RJA
Raymond James & Associates
Florida
-$18.2M
3
MIS
Morningstar Investment Services
Illinois
-$14.6M
4
BIG
Boothe Investment Group
Delaware
-$9.83M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
101
Old National Bancorp
Indiana
$8M -$1.97M -15,301 -20%
RWM
102
Rezny Wealth Management
Florida
$7.93M -$847K -6,580 -10%
IFS
103
Ifrah Financial Services
Arkansas
$7.86M -$80.2K -623 -1%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$7.82M -$14.7K -114 -0.2%
TWP
105
Total Wealth Planning
Ohio
$7.59M -$153K -1,187 -2%
FHA
106
First Horizon Advisors
Tennessee
$7.49M +$228K +1,775 +3%
WPW
107
Waldron Private Wealth
Pennsylvania
$7.44M +$1.49M +11,555 +25%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$7.42M +$7.42M +57,621 New
HCMT
109
Highland Capital Management (Tennessee)
Tennessee
$7.39M +$401K +3,118 +6%
TW
110
Towerpoint Wealth
California
$7.33M +$636K +4,941 +9%
WSTAM
111
Wilbanks Smith & Thomas Asset Management
Virginia
$7.32M +$761K +5,913 +12%
BWM
112
Brickley Wealth Management
California
$7.31M +$30.5K +237 +0.4%
RWP
113
RWA Wealth Partners
Massachusetts
$7.07M +$2.62M +20,350 +59%
NWM
114
Northwest Wealth Management
Iowa
$6.88M -$92.6K -719 -1%
CWM
115
Cornerstone Wealth Management
Missouri
$6.78M +$295K +2,544 +5%
FCI
116
Financial Counselors Inc
Kansas
$6.26M -$48.3K -375 -0.8%
GWA
117
Guidant Wealth Advisors
Illinois
$6.2M +$821K +6,381 +15%
SPIA
118
Steward Partners Investment Advisory
New York
$6.13M +$213K +1,657 +4%
BWFA
119
Baltimore-Washington Financial Advisors
Maryland
$6.06M +$38.1K +296 +0.6%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$6.05M +$1.73M +13,454 +40%
AWM
121
Avior Wealth Management
Nebraska
$5.93M -$901 -7 -0%
Truist Financial
122
Truist Financial
North Carolina
$5.74M -$15.6K -121 -0.3%
Vanguard Group
123
Vanguard Group
Pennsylvania
$5.64M -$56.1K -436 -1%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$5.64M -$161K -1,252 -3%
GC
125
Garde Capital
Washington
$5.6M -$30.6K -238 -0.5%
3 4
5
6 7