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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

685 hedge funds and large institutions have $7.03B invested in Vanguard Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
15.05%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.05%
New
58
Increased
287
Reduced
229
Closed
45
Calls
$19.1M
Puts
$12M
Net Calls
+$7.07M
Net Calls Change
+$3.76M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$73.7M
2
Bank of America
2
Bank of America
North Carolina
$931M
3
AL
3
Aspiriant LLC
California
$29.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$28.5M
5
AssetMark Inc
5
AssetMark Inc
California
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$80M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.8M
3
USAA
3
United Services Automobile Association
Texas
$0
4
RGI
4
River Global Investors
United Kingdom
$0
5
CFS
5
Cannon Financial Strategists
Georgia
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
101
Total Wealth Planning
Ohio
$8.2M +$509K +3,953 +7%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$8.12M +$178K +1,378 +2%
TW
103
Towerpoint Wealth
California
$7.91M +$148K +1,146 +2%
WPW
104
Waldron Private Wealth
Pennsylvania
$7.88M -$165K -1,281 -2%
MA
105
MUFG Americas
New York
$7.81M +$269K +2,086 +4%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$7.79M -$152K -1,177 -2%
BWM
107
Brickley Wealth Management
California
$7.69M +$346K +2,687 +5%
EWA
108
Exencial Wealth Advisors
Oklahoma
$7.66M +$5.95M +46,166 +347%
CWM
109
Cornerstone Wealth Management
Missouri
$7.65M +$10.4K +81 +0.1%
IFS
110
Ifrah Financial Services
Arkansas
$7.52M -$324K -2,513 -4%
GFPC
111
Global Financial Private Capital
Florida
$7.37M +$240K +1,861 +3%
GWA
112
Guidant Wealth Advisors
Illinois
$7.28M +$832K +6,454 +13%
ONB
113
Old National Bancorp
Indiana
$7.2M -$303K -2,348 -4%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$7.11M -$332K -2,575 -4%
SS
115
Simplicity Solutions
Minnesota
$7M +$607K +4,714 +10%
NWM
116
Northwest Wealth Management
Iowa
$6.74M -$501K -3,888 -7%
PPP
117
Private Portfolio Partners
New Jersey
$6.54M +$465K +3,612 +8%
SPIA
118
Steward Partners Investment Advisory
New York
$6.44M +$93.8K +728 +1%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$6.3M +$149K +1,153 +2%
FCI
120
Financial Counselors Inc
Kansas
$6.27M -$55.5K -431 -0.9%
CFS
121
Cannon Financial Strategists
Georgia
$6.25M -$6.9M -53,574 -52%
AIS
122
American Investment Services
Massachusetts
$6.18M +$294K +2,284 +5%
BCA
123
Biltmore Capital Advisors
New Jersey
$6.13M +$479K +3,721 +8%
SWM
124
Shakespeare Wealth Management
Wisconsin
$6.04M +$230K +1,784 +4%
AWM
125
Avior Wealth Management
Nebraska
$6.01M +$38.3K +297 +0.6%
3 4
5
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