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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

677 hedge funds and large institutions have $7.06B invested in Vanguard Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 240 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
14.73%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.96%
New
54
Increased
279
Reduced
240
Closed
47
Calls
$3.93M
Puts
$621K
Net Calls
+$3.31M
Net Calls Change
+$756K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$169M
2
Betterment LLC
2
Betterment LLC
New York
$700M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$53.2M
4
USAA
4
United Services Automobile Association
Texas
$26.9M
5
Bank of America
5
Bank of America
North Carolina
$901M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
4
Ameriprise
Minnesota
$53.3M
5
TYCC
5
Texas Yale Capital Corp
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Connecticut Wealth Management
Connecticut
$7.84M +$7.84M +60,079 New
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$7.84M +$413K +3,165 +6%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$7.82M +$328K +2,515 +4%
PCG
104
Private Capital Group
Connecticut
$7.8M -$1.45M -10,658 -16%
TWP
105
Total Wealth Planning
Ohio
$7.79M +$86.2K +660 +1%
CWM
106
Cornerstone Wealth Management
Missouri
$7.74M +$121K +925 +2%
MA
107
MUFG Americas
New York
$7.64M -$859K -6,581 -10%
ONB
108
Old National Bancorp
Indiana
$7.6M -$507K -3,886 -6%
RWP
109
RWA Wealth Partners
Massachusetts
$7.59M +$420K +3,216 +6%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$7.54M +$16.3K +125 +0.2%
BWM
111
Brickley Wealth Management
California
$7.44M +$32.5K +249 +0.4%
NWM
112
Northwest Wealth Management
Iowa
$7.34M +$359K +2,747 +5%
GFPC
113
Global Financial Private Capital
Florida
$7.27M +$5.81M +44,242 +398%
GWA
114
Guidant Wealth Advisors
Illinois
$6.54M +$246K +1,882 +4%
SS
115
Simplicity Solutions
Minnesota
$6.48M +$3.69M +28,232 +132%
FHA
116
First Horizon Advisors
Tennessee
$6.43M -$1.16M -8,918 -15%
SPIA
117
Steward Partners Investment Advisory
New York
$6.43M +$209K +1,600 +3%
FCI
118
Financial Counselors Inc
Kansas
$6.41M +$64.5K +494 +1%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$6.23M +$512K +3,919 +9%
PPP
120
Private Portfolio Partners
New Jersey
$6.15M +$784K +6,007 +15%
BWFA
121
Baltimore-Washington Financial Advisors
Maryland
$6.05M -$89K -682 -1%
AWM
122
Avior Wealth Management
Nebraska
$6.05M +$33.6K +257 +0.6%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$6.01M -$121K -930 -2%
AIS
124
American Investment Services
Massachusetts
$5.96M -$2.78M -21,307 -32%
SWM
125
Shakespeare Wealth Management
Wisconsin
$5.88M +$376K +2,882 +7%
3 4
5
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