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

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
Ameriprise
Minnesota
$53.3M
5
TYCC
Texas Yale Capital Corp
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$5.77M -$53.1K -407 -0.9%
BCA
127
Biltmore Capital Advisors
New Jersey
$5.72M +$117K +897 +2%
GC
128
Garde Capital
Washington
$5.56M -$117K -899 -2%
WFM
129
Wolff Financial Management
Michigan
$5.36M +$53.9K +413 +1%
SFM
130
Signet Financial Management
New Jersey
$5.34M -$55.9K -423 -1%
PP
131
PagnatoKarp Partners
Virginia
$5.26M +$1.14M +8,687 +28%
FTS
132
Fifth Third Securities
Ohio
$5.18M +$5.18M +39,485 New
BAM
133
Baldrige Asset Management
Pennsylvania
$5.13M +$78.6K +602 +2%
AIM
134
Allen Investment Management
New York
$5.07M – – –
LFG
135
LifePlan Financial Group
Ohio
$5.03M +$326K +2,499 +7%
Vanguard Group
136
Vanguard Group
Pennsylvania
$5M -$721K -5,520 -13%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$4.9M -$241K -1,847 -5%
NFC
138
Northeast Financial Consultants
Connecticut
$4.86M +$4.86M +37,220 New
FA
139
Fortis Advisors
Pennsylvania
$4.86M +$186K +1,424 +4%
QCM
140
Quadrant Capital Management
New Jersey
$4.85M +$653 +5 +0%
TAM
141
Tocqueville Asset Management
New York
$4.83M -$25.5K -195 -0.5%
CAN
142
Cetera Advisor Networks
California
$4.8M +$342K +2,629 +8%
PFM
143
Phillips Financial Management
Indiana
$4.79M -$174K -1,330 -4%
SC
144
Savant Capital
Illinois
$4.71M +$13.3K +102 +0.3%
AWM
145
AE Wealth Management
Kansas
$4.71M +$3.1M +23,751 +193%
CC
146
Courier Capital
New York
$4.52M +$5.74K +44 +0.1%
DADC
147
D.A. Davidson & Co
Montana
$4.51M +$323K +2,478 +8%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.45M -$838K -6,419 -16%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$4.43M +$463K +3,548 +12%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$4.43M +$2.74M +20,969 +161%
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