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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 %
WPW
101
Waldron Private Wealth
Pennsylvania
$9.99M +$1.6M +11,698 +19%
Citigroup
102
Citigroup
New York
$9.97M -$78K -569 -0.8%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$9.25M +$2.55M +18,635 +38%
FPIS
104
Financial Planning & Information Services
Wisconsin
$9.12M -$56.6K -413 -0.6%
CWM
105
Connecticut Wealth Management
Connecticut
$8.95M -$268K -1,958 -3%
NQWM
106
Northwest Quadrant Wealth Management
Oregon
$8.89M +$7.68M +56,168 +633%
TWP
107
Total Wealth Planning
Ohio
$8.88M +$159K +1,160 +2%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$8.72M +$84.3K +615 +1%
MA
109
MUFG Americas
New York
$8.71M +$408K +2,973 +5%
GFPC
110
Global Financial Private Capital
Florida
$8.54M +$699K +5,100 +9%
FA
111
FDx Advisors
Illinois
$8.52M -$514K -3,747 -6%
BWM
112
Brickley Wealth Management
California
$8.45M +$262K +1,910 +3%
TW
113
Towerpoint Wealth
California
$8.4M -$14.3K -104 -0.2%
PCG
114
Private Capital Group
Connecticut
$8.35M -$1.57M -11,445 -16%
CWM
115
Cornerstone Wealth Management
Missouri
$8.14M +$1.65K +12 +0%
SS
116
Simplicity Solutions
Minnesota
$7.91M +$462K +3,374 +6%
IFS
117
Ifrah Financial Services
Arkansas
$7.89M -$113K -823 -1%
CHP
118
Cable Hill Partners
Oregon
$7.85M +$7.85M +57,273 New
ONB
119
Old National Bancorp
Indiana
$7.78M +$121K +886 +2%
SC
120
Savant Capital
Illinois
$7.43M +$2.44M +17,832 +49%
MWA
121
Moser Wealth Advisors
Washington
$7.4M +$7.4M +53,981 New
Baird Financial Group
122
Baird Financial Group
Wisconsin
$7.37M -$915K -6,675 -11%
PPP
123
Private Portfolio Partners
New Jersey
$7.22M +$265K +1,933 +4%
SPIA
124
Steward Partners Investment Advisory
New York
$7.18M +$336K +2,450 +5%
IA
125
Independence Advisors
Pennsylvania
$6.97M -$5.74M -41,889 -45%
3 4
5
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