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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
Betterment LLC
New York
$790M
2
SGAM
Stephens Group Asset Management
Arkansas
$53.1M
3
Wells Fargo
Wells Fargo
California
$227M
4
UBS Group
UBS Group
Switzerland
$170M
5
JFA
Johanson Financial Advisors
California
$22.5M

Top Sellers

1
KTM
Keeler Thomas Management
Utah
$879K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.7M
3
Bank of America
Bank of America
North Carolina
$948M
4
Deutsche Bank
Deutsche Bank
Germany
$68K
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$6.96M +$2.3M +16,818 +49%
PA
127
Parallel Advisors
California
$6.85M +$884K +6,449 +15%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$6.8M -$764K -5,571 -10%
AIS
129
American Investment Services
Massachusetts
$6.74M +$166K +1,209 +3%
FCI
130
Financial Counselors Inc
Kansas
$6.74M +$67.7K +494 +1%
SWM
131
Shakespeare Wealth Management
Wisconsin
$6.73M +$312K +2,274 +5%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$6.71M +$911K +6,644 +16%
EWA
133
EP Wealth Advisors
California
$6.68M +$6.68M +48,739 New
AWA
134
Arete Wealth Advisors
Illinois
$6.65M +$5.58M +40,759 +523%
CFS
135
Cannon Financial Strategists
Georgia
$6.65M -$1.1K -8 -0%
RWP
136
RWA Wealth Partners
Massachusetts
$6.52M +$222K +1,621 +4%
DADC
137
D.A. Davidson & Co
Montana
$6.37M +$385K +2,805 +6%
BCA
138
Biltmore Capital Advisors
New Jersey
$6.24M -$280K -2,046 -4%
CAN
139
Cetera Advisor Networks
California
$6.12M +$975K +7,140 +19%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$6.07M +$1.03M +7,485 +20%
Northern Trust
141
Northern Trust
Illinois
$6.02M +$647K +4,722 +12%
FHA
142
First Horizon Advisors
Tennessee
$6M -$255K -1,860 -4%
GC
143
Garde Capital
Washington
$5.87M +$27.3K +199 +0.5%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$5.81M -$249K -1,818 -4%
LIA
145
LS Investment Advisors
Michigan
$5.74M -$3.77M -27,543 -40%
FA
146
Fortis Advisors
Pennsylvania
$5.69M +$37.7K +275 +0.7%
WFM
147
Wolff Financial Management
Michigan
$5.68M +$23.2K +169 +0.4%
LFG
148
LifePlan Financial Group
Ohio
$5.53M +$42.9K +313 +0.8%
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$5.5M +$790K +5,766 +17%
AWM
150
AE Wealth Management
Kansas
$5.5M +$391K +2,852 +8%
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