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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 %
BCA
126
Biltmore Capital Advisors
New Jersey
$5.53M +$5.53M +42,920 New
Baird Financial Group
127
Baird Financial Group
Wisconsin
$5.52M +$1.16M +8,999 +27%
SWM
128
Shakespeare Wealth Management
Wisconsin
$5.43M +$150K +1,164 +3%
SFM
129
Signet Financial Management
New Jersey
$5.41M -$206K -1,554 -4%
PPP
130
Private Portfolio Partners
New Jersey
$5.29M +$73K +567 +1%
WFM
131
Wolff Financial Management
Michigan
$5.23M +$46K +357 +0.9%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.21M -$813K -6,315 -13%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$5.07M -$469K -3,640 -8%
AIM
134
Allen Investment Management
New York
$5M – – –
BAM
135
Baldrige Asset Management
Pennsylvania
$4.99M +$4.99M +38,726 New
PFM
136
Phillips Financial Management
Indiana
$4.95M -$152K -1,164 -3%
TAM
137
Tocqueville Asset Management
New York
$4.79M +$2.04M +15,868 +74%
QCM
138
Quadrant Capital Management
New Jersey
$4.78M – – –
LFG
139
LifePlan Financial Group
Ohio
$4.64M +$158K +1,227 +4%
SC
140
Savant Capital
Illinois
$4.64M -$14K -109 -0.3%
FA
141
Fortis Advisors
Pennsylvania
$4.61M +$1.21M +9,369 +35%
CC
142
Courier Capital
New York
$4.45M +$13.6K +106 +0.3%
Citadel Advisors
143
Citadel Advisors
Florida
$4.44M +$3.85M +29,892 +649%
CAN
144
Cetera Advisor Networks
California
$4.39M +$915K +7,134 +26%
TRCT
145
Tower Research Capital (TRC)
New York
$4.34M +$2.95M +22,935 +213%
CWM
146
Cranbrook Wealth Management
Michigan
$4.23M -$32.7K -254 -0.8%
MAS
147
Managed Account Services
Florida
$4.2M -$193K -1,453 -4%
DADC
148
D.A. Davidson & Co
Montana
$4.11M +$412K +3,217 +11%
BTS
149
BB&T Securities
Virginia
$4.1M +$415K +3,227 +11%
PP
150
PagnatoKarp Partners
Virginia
$4.06M -$566K -4,375 -12%
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